sa_maintenance

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sa_maintenance [2022/05/04 09:27] – Shelley Huntersa_maintenance [2023/04/19 08:56] (current) – Shelley Hunter
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   * Booking Shifts   * Booking Shifts
   * Confirming Shifts   * Confirming Shifts
-  * Timesheets view on Temp Desk+  * Timesheets view on Temp Desk (to either vacancy or site contact) 
 +  * Favourites
  
 \\ \\
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 **Recipient Type** – Candidate, Client or Agency (Person Selector and Record can only use Candidate type as no links to others) **Recipient Type** – Candidate, Client or Agency (Person Selector and Record can only use Candidate type as no links to others)
  
-**Template** – The body of text for the notification. This will be HTML for emails and plain text for SMS. +**Template** – The body of text for the notification. This will be HTML for emails and plain text for SMS.  It is possible to include in the template a bcc that the notification will always be sent to, note this cannot be added at the point of sending only on the template.
  
 **Sort order** - The first template (lowest sort order) of any given type will be used as the default. If more than one template shares the lowest sort order, all with that sort order will be displayed in separate forms. This allows for both SMS and Email notifications to be sent at the same time. **Sort order** - The first template (lowest sort order) of any given type will be used as the default. If more than one template shares the lowest sort order, all with that sort order will be displayed in separate forms. This allows for both SMS and Email notifications to be sent at the same time.
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 **Division** – Can be used to limit the templates to a particular division.  Users not in this division will not see the template. **Division** – Can be used to limit the templates to a particular division.  Users not in this division will not see the template.
  
-**Defunct** – If ticked the template will not appear for selection. Useful for old or partly written templates.+**Defunct** – If ticked the template will not appear for selection. Useful for old or partly written templates.  2.21.11+ defunct templates will be hidden by default and can be seen by pressing the Show Defunct button, defunct templates will show in red to highlight them as different.
  
 === How to set up === === How to set up ===
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 It allows specification of a comma-separated list of attachments, either files or documents attached to records. Example: Company: *,C:\docs\toc.pdf,Report: details.rtm,CV which would attach all company documents, one static file, one dynamically generated report and the CV. Report templates must be located in the normal default report folder or specified by full pathname, they will receive the following parameters in order: PersonID, CompanyID, VacancyID, PlacementID, Agency CompanyID and will be be attached to the email as a pdf. It allows specification of a comma-separated list of attachments, either files or documents attached to records. Example: Company: *,C:\docs\toc.pdf,Report: details.rtm,CV which would attach all company documents, one static file, one dynamically generated report and the CV. Report templates must be located in the normal default report folder or specified by full pathname, they will receive the following parameters in order: PersonID, CompanyID, VacancyID, PlacementID, Agency CompanyID and will be be attached to the email as a pdf.
  
-**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**+**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** \\ \\ 
 +2.22.2+ 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.  
  
 ==== Example of a set up notification ==== ==== Example of a set up notification ====
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 === Notifications and Jobs === === Notifications and Jobs ===
-2.21.8+ added the ability to invoke the powerful notification engine from jobs, so that, among other things, it can be launched from a candidate or company selector for the selected people and with notification text generated in the job.  For assistance with setting this up please contact IQX Support.+2.21.8+ added the ability to invoke the powerful notification engine from jobs, so that, among other things, it can be launched from a candidate or company selector for the selected people and with notification text generated in the job.  For assistance with setting this up please contact IQX Support. \\ \\ 
 + 
 +=== Progress Notifications Changing State === 
 +Notifications can be set up to change the Person Progress States when sent - this function is available on Desk Top ‘Progress due for Action’ and Vacancy ‘Progress/Shortlist’. 
 + 
 +Admin set up required- Maintenance > Database functions > Notifications > Notification Complete > change the ‘ptemplateid’ to the notification ID and set the current Person State and the required Person State after sending (see example below, highlighted in Green) 
 + 
 +if "ptemplateid" = 'testing' and "isnull"("pPersonid",'') <> '' and "isnull"("pprogressid",'') <> '' then 
 +update "progress" set "status" = 'X' where "status" = 'L' and "progressid" = "pProgressid" 
 +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]].
  • sa_maintenance.1651656462.txt.gz
  • Last modified: 2022/05/04 09:27
  • by Shelley Hunter