Differences

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--- sa_maintenance [2022/12/12 12:30] – Shelley Hunter
+++ sa_maintenance [2024/11/21 12:10] (current) – Shelley Hunter
@@ Line 22: / Line 22: @@
   * Booking Shifts
   * Confirming Shifts
-  * Timesheets view on Temp Desk
+  * Timesheets view on Temp Desk (to either vacancy or site contact)
+  * Favourites
 \\
@@ Line 101: / Line 102: @@
 **For report directories and attachments, it is necessary to ensure the right type of file directory format is used. UNC pathways cannot be used in notifications currently, so the correct mapped drive path must be used** \\ \\
 .22.2+ there is a simplified method of adding attachments.  A new Reports button has been added to the Notifications set up view in Database Set Up, use the new button to add all available reports.  Then select which reports to add to each notification on the Reports tab of the expanded notification.  It is also possible to pick up Compliance Extra reports.  Documents can be added in the same manner.
+When attaching reports to shift confirmation if multiple candidates are to be included in the same report then in addition to the standard parameters (PersonID, CompanyID, VacancyID, PlacementID and Agency CompanyID) you need to include ShiftIDs and ensure that when you add the report to the notification template you set the parameters to Include Subjects IDs. \\ \\
 ==== Example of a set up notification ====
@@ Line 120: / Line 123: @@
 if "ptemplateid" = 'testing' and "isnull"("pPersonid",'') <> '' and "isnull"("pprogressid",'') <> '' then
 update "progress" set "status" = 'X' where "status" = 'L' and "progressid" = "pProgressid"
-end if
+end if \\ \\
+=== Reports ===
+A notification template can run a specified report at the point of creation, the fields will be populated according to the record it is being run from and the completed report will be emailed as an attachment to the notification.  Reports need to be added to either Compliance reports or Notification Reports for them to be available for selection on the notification template.  Setting a document type against the selected report will automatically save a copy of the report to the database.
+Reports that are produced and sent with a notification can now be saved into the database.  To set this up go to Maintenance - Database Set Up - Notifications make sure the report has been added to either Compliance reports or Notifications Reports so they are available for selection.  Then on the Reports view of the Notifcation template use the add button to select your report then use the document type button to set the document type that should be applied to it.
+{{:notifications_auto_save_1.png?400|}}
+Users will then see the document has Auto save prefixed to it when they are sending the notification
+{{:notifications_auto_save_3.png?400|}}
+And the item will be saved to the documents view of the record
+{{:notifications_auto_save_2.png?400|}}\\ \\
+=== Deep Links ===
+Agencies can include deep links in notification emails that candidates can click on and details will be sent back to the database.  This is useful if you want to send candidates lists of shifts and ask them to note interest, when the candidate clicks the link they can be added to the vacancy and shift shortlist. \\ \\
+For more information on how to set this up click [[Notifications_DeepLink|here]].