Create a Rule
Select Name and Description
Type the Rule Names and Descriptions in their respective fields, and set the Alert interval, Frequency (at weeks, months, years, or at a particular age, etc. click Create.
Alert: How far in advance of the due date do you want to be alerted that an item is due.
Frequency: How often do you want this issue to be addressed (at regular intervals or at a specific age.
N/A List: this will be the exception list for the rule; i.e., why something is performed or not performed