Notification Schedule (Notification Event and Scheduled Report)

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:

  • Site Visit Report Late: Approved

  • Site Visit Report Late: Approved by Sponsor

  • Site Visit Report Late: First Draft

  • Site Visit Report Late: First Review

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:

  • Site Visit Report Approved

  • Site Visit Report Approved by Sponsor

  • Site Visit Report Comments Returned

  • Site Visit Report Final Review

  • Site Visit Report First Draft

  • Site Visit Report First Review

  • Site Visit Report Revisions Completed

  • Site Visit Report Status Change

Recurrence

This field is required and the available choices are:

  • Every Time

  • Never

  • Once per Day

Recur Every

If the Recurrence field is set to Daily, then this field is set to Recur every (minutes) as a numeric field.

  • This field can contain a 4 digit integer between 1 and 1440.

  • This field is required.

 

If the Recurrence field is set to Weekly, then this field is set to Recur every (weeks) as a numeric field.

  • This field can contain a 1 digit integer between 1 and 9.

  • This field is required.

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:

  • Sunday

  • Monday

  • Tuesday

  • Wednesday

  • Thursday

  • Friday

  • Saturday