The user can add or edit a notification schedule record for a Notification Schedule and Scheduled Report.
When editing a record, additional tabs are available including Report Parameters, Roles and Projects. The button also becomes available. By clicking the button, the current record is saved to the database and the event/report will be added to the notification queue for each selected project. If this notification is already in the queue for a project, it will not be added again. The message will also include the number of projects that have been queued for this notification, if applicable.
The user can add or edit a notification schedule record for a Notification Event. Also available are the Roles and Projects tabs when editing a record.
Click Common Buttons for a description of the buttons found throughout the system and their uses.
Adding a Notification Schedule for a Notification Event or a Scheduled Report
First, if a user should receive a notification, the administrator must make sure the user's Global Contact record is configured to receive the notifications by placing checks in the fields below and that a correct email address is connected to their record. Notification Events and Scheduled Reports are editable on the Project Role module if the contact's Data Access Scope is set to Full. If the Data Access Scope is Mixed or Restricted, the Notifications can be configured on the Countries and Assigned Sites tabs.
Editing a Notification Schedule for a Notification Event
Adding a Notification Schedule for a Notification Event for a Site Visit Report
Editing a Notification Schedule for Type = Notification Event
Adding a Notification Schedule for Type = Scheduled Report
Editing a Notification Schedule for a Scheduled Report
Editing a Notification Schedule for a Scheduled Report for a Site Visit Report
Field |
Description |
Type |
This field is read only and will display Notification Event or Scheduled Report. |
Event |
This field will be hidden unless the Type field is Notification Event. This field is based on the Feature Group selected on the Notification Schedules module and is read only when editing an existing record. |
Options |
|
# of Days Late |
This field only will appear for the following Notification Events:
|
Attach Site Visit Report |
This field will be hidden when the Recurrence field is set to Once Per Day and only will appear for the following Notification Events:
|
Recurrence |
This field is required and the available choices are:
|
Recur Every |
If the Recurrence field is set to Daily, then this field is set to Recur every (minutes) as a numeric field.
If the Recurrence field is set to Weekly, then this field is set to Recur every (weeks) as a numeric field.
|
Day |
This field will be hidden unless the Recurrence field is set to Monthly. If visible, this field is required and the user can enter up to a 2 digit integer between 1 and 31. |
Days |
If the Recurrence field is set to Monthly, then this field is visible as a numeric field. The user enters a 2 digit integer between 1 and 31, which signifies the day of the month that the notification will be sent. This field is required.
If the Recurrence field is set to Weekly, then this field will display a check box that allows multiple selections and one selection must be made. The choices are:
|