Option to Prompt a User to Set a Follow-Up

Momentum AMS has the ability to prompt a user to set-up a reminder/notification (or other workflow management object) when a certain action is completed (usually related to endorsement-type action). This can be useful when managing E&O risk.

In the agency's "Profile," in the green "Configure" button page, scroll down and you should see the "Pop - Ups" field. You can mark any of the boxes so that if any of the following events are triggered, an "Activity Reminder" pops up.

Then, the user will be offered the option to set one of these: