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notify_01 [2022/12/12 11:01] – [Custom Merge Fields] Shelley Hunter | notify_01 [2023/04/18 14:30] – Shelley Hunter | ||
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* **ID** - visible unique id | * **ID** - visible unique id | ||
* **Description** | * **Description** | ||
- | * **Transmission Type** - **Email** | + | * **Transmission Type** - **Email**, **SMS** or **Push** |
* **Notification Type** | * **Notification Type** | ||
+ | * **App_Favourites** - used on the Favourites form to send to applicants | ||
+ | * **App_ProgressContact** - used on the progress view of the Person record | ||
+ | * **App_SearchContact** - used when searching for vacancies from the candidate record | ||
+ | * **Availability** - used for the Availability view of the Temp Desk | ||
* **ClientContact** - used on Client form (notify button, top panel) | * **ClientContact** - used on Client form (notify button, top panel) | ||
+ | * **Com_Favourites** - used on the Favourites form to send to client contacts | ||
+ | * **Compliance** - used on the Temp Desk Compliance view | ||
* **DiaryReminder** - used on Diary-> | * **DiaryReminder** - used on Diary-> | ||
+ | * **Expiry Dates** - used in the Expiry Dates view of the Temp Desk | ||
* **FillShiftPack** - used on Shift Matching Forms to Send Docs | * **FillShiftPack** - used on Shift Matching Forms to Send Docs | ||
+ | * **Job** - used when a job calls a notification template | ||
* **NotifyCancel** | * **NotifyCancel** | ||
* **NotifyConfirm** - used on Shift Confirmation form | * **NotifyConfirm** - used on Shift Confirmation form | ||
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* **PersonShiftPack** used on Person/ | * **PersonShiftPack** used on Person/ | ||
* **PlacementConfirm** - used on Placement form (notify button, top panel) | * **PlacementConfirm** - used on Placement form (notify button, top panel) | ||
+ | * **PlacementContact** - used on the Placement selector | ||
+ | * **Placements** - used on Temp Desk Placement view | ||
+ | * **PLC_Link** - used on the Placement Link view of a placement record (2.23.30+) | ||
* **ProgressCode< | * **ProgressCode< | ||
* **QueryBook** - used by the query mechanism on the Shift Match/Book forms | * **QueryBook** - used by the query mechanism on the Shift Match/Book forms | ||
+ | * **QueryCancel** - used by the query mechanism on Shift Conformation form | ||
* **QueryConfirm** | * **QueryConfirm** | ||
+ | * **SHF_FillConfirm** - used to confirm after booking a shift on the shift fill wizard | ||
+ | * **Temps** - used on Temp Desk Temps view | ||
* **TimesheetContact**- used by notification mechanism on Tempdesk (timesheet) form | * **TimesheetContact**- used by notification mechanism on Tempdesk (timesheet) form | ||
+ | * **Vacancies** -used on Vacancies view of a Shift Desk | ||
+ | * **Vac_Contact** - used on the Vacancy selector | ||
+ | * **VacancyShifts** - used on the Vacancy Shifts view of the Temp Desk | ||
* **VacShortListPack**- used on Vacancy/ | * **VacShortListPack**- used on Vacancy/ | ||
+ | * **Vac_SearchContact** - used on vacancy search final page (2.23.30+) | ||
* **Recipient Type** - **Candidate**, | * **Recipient Type** - **Candidate**, | ||
* **Template** - the text of the template. This will be HTML for emails and plain text for SMS. For the substitutable fields see below. Note that for Emails the resulting text will be inserted into an HTML wrapper - see below for details. | * **Template** - the text of the template. This will be HTML for emails and plain text for SMS. For the substitutable fields see below. Note that for Emails the resulting text will be inserted into an HTML wrapper - see below for details. | ||
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</ | </ | ||
</ | </ | ||
+ | \\ \\ 2.23.1+ Save& | ||
===== HTML wrapper mechanism ===== | ===== HTML wrapper mechanism ===== | ||
When generating an email notification, | When generating an email notification, | ||
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===== Adding a Thumbnail Photo ===== | ===== Adding a Thumbnail Photo ===== | ||
It is possible to include the thumbnail from a candidate record in a notification, | It is possible to include the thumbnail from a candidate record in a notification, | ||
+ | |||
+ | ===== Adding a Global Image ===== | ||
+ | From 2.23.1+ it is alos possible to send an ad hoc image to all recipients in your selection, this can be useful for sending marketing information that has been created as an image rather than a word document. | ||
+ | In the relevant template add the following :- <img src=" | ||
===== Custom Merge Fields ===== | ===== Custom Merge Fields ===== | ||
Some custom merge fields should ONLY be used in notifications (for example some HTML coding), there is now a Notifications Only tick box in Maintenance – Database Set Up – Custom Word Merge Fields. | Some custom merge fields should ONLY be used in notifications (for example some HTML coding), there is now a Notifications Only tick box in Maintenance – Database Set Up – Custom Word Merge Fields. | ||
+ | |||
+ | ===== Adding a URL ===== | ||
+ | It is possible to include a URL in the notification template so that candidates can click on it to take them direct to the portal to complete details, download forms or book in to shifts. | ||
===== Save as PDF ===== | ===== Save as PDF ===== | ||
- | If you require certain notifications to be saved as a PDF for re-use e.g. an ID badge the template needs to be enabled for saving as a PDF by ticking he 'Save to Docs' box. This will activate the Save to Docs button on the notification itself, users will need to press this button to save the notification as it does not save autmatically. | + | If you require certain notifications to be saved as a PDF for re-use e.g. an ID badge the template needs to be enabled for saving as a PDF by ticking he 'Save to Docs' box. This will activate the Save to Docs button on the notification itself, users will need to press this button to save the notification as it does not save automatically. \\ \\ |
+ | |||
+ | ===== Check Lists ===== | ||
+ | Checklists can be sent from either the Person, Placement or Progress record - click the notification blue bell > Select Notification Template > click ‘Add’ button and select Checklist from the drop down > a window will open with the list of saved checklists > click ‘Create new document using selected template’ > this will open the checklist word doc, you can add/remove word merge fields or free type any info needed. | ||
+ | |||
+ | Click ‘Save to Documents’ > this will save the form into the corresponding documents (Person, Placement or Progress) and also attach the doc to the notification to enable it to be sent. | ||
+ | |||
+ | Checklists need to be set up and saved in Maintenance > Agency Setup > Document Templates > Checklists and Notification templates also need to be set up to run from Person, Placement and Progress. On the template ensure you have the Check List box ticked. |