Differences

This shows you the differences between two versions of the page.

--- sa_maintenance [2022/12/12 12:30] – Shelley Hunter
+++ sa_maintenance [2023/04/19 08:56] (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 120: / Line 121: @@
 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]].