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ug21-00 [2022/05/20 13:46] – Shelley Hunterug21-00 [2023/04/18 14:44] (current) – Shelley Hunter
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 Person record Documents and Compliance Documents views - notifications can be used to send documents, compliance documents or document packs to candidates or clients.  For more information on how to do this please see [[:ug19-01|How to send a Document Pack]]. Person record Documents and Compliance Documents views - notifications can be used to send documents, compliance documents or document packs to candidates or clients.  For more information on how to do this please see [[:ug19-01|How to send a Document Pack]].
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 +Person Search - use the notification button to send an email or text to a candidate to ask if they are interested in the positions returned by the search.
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 ++++ Vacancies| ++++ Vacancies|
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-Timesheets - Provisional timesheets, ideally used for contacting candidates who have not yet submitted their timesheets for processing or need to be advised that the cut off for getting them in is different this week e.g. for Christmas.+Timesheets - Provisional timesheets, ideally used for contacting candidates who have not yet submitted their timesheets for processing or need to be advised that the cut off for getting them in is different this week e.g. for Christmas. 2.23.1+ send to either the vacancy or site contact.
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 ++++ Shifts| ++++ Shifts|
 Querying - you can use notifications to see if groups of temps are available for individual or blocks of shifts.  Ctrl click the records you want to contact and use the sms/Email button. Querying - you can use notifications to see if groups of temps are available for individual or blocks of shifts.  Ctrl click the records you want to contact and use the sms/Email button.
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 Confirming and Cancelling - for more information see [[:ug6-50|here]] Confirming and Cancelling - for more information see [[:ug6-50|here]]
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 ++++ Timesheets| ++++ Timesheets|
 Provisional Timesheets - useful for advising of changes in dates for getting timesheets returned e.g. Christmas or bank holidays Provisional Timesheets - useful for advising of changes in dates for getting timesheets returned e.g. Christmas or bank holidays
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 +++++ Favourites|
 +Notifications can be sent to groups of selected records from the Favourites screen.
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 The aim of notifications is to speed up standard contact and recording of contact events as attachments can be picked up automtically, merge fields can be used to personalise the messages with candidate/client names, shift or interview dates and times etc and contact events logged without the user having to do anything.  However it is possible to  make amendments to individual notifications if required.  The aim of notifications is to speed up standard contact and recording of contact events as attachments can be picked up automtically, merge fields can be used to personalise the messages with candidate/client names, shift or interview dates and times etc and contact events logged without the user having to do anything.  However it is possible to  make amendments to individual notifications if required. 
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-{{ :sending_a_notification.png?400 |}}+{{ :sending_a_notification.jpg?400 |}}
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   - The email address is the default address of the record connected to the notification, it can be changed here if required using the Add and Remove buttons.  It is possible to search for other email addresses in the database by clicking Add then selecting the elipses button.  Users will be given the option to add the email just to the notification they are on or all notifications.   - The email address is the default address of the record connected to the notification, it can be changed here if required using the Add and Remove buttons.  It is possible to search for other email addresses in the database by clicking Add then selecting the elipses button.  Users will be given the option to add the email just to the notification they are on or all notifications.
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   - The comment will be added at the end of the template message on every notification.   - The comment will be added at the end of the template message on every notification.
   - This is the template text including any merge fields with the users email signature attached.   - This is the template text including any merge fields with the users email signature attached.
-  - Attachments can be set by the system administrator to be picked up automatically either from a directory or a document of a particular type on a record e.g. company information or contract.  Additional documents can be added at this point using the File, CV or Documents buttons.+  - Attachments can be set by the system administrator to be picked up automatically either from a directory or a document of a particular type on a record e.g. company information or contract.  Additional documents can be added at this point using the File, CV or Documents buttons.  2.22.2+ if the company you are sending documents for is linked it is now possible to pick up documents from all linked companies  not just the one you are on.  <ifauth @technical> To disable this feature set general Setting 3330 ‘Allow docs to be attached from Company Group’ to N. </ifauth>
   - If you want to add a note to just one of the notifications use this button, you can use the buttons at the top (7) to scroll to the one that you want to add the note to.   - If you want to add a note to just one of the notifications use this button, you can use the buttons at the top (7) to scroll to the one that you want to add the note to.
   - The Previous and Next buttons allow you to scroll through each notification to check the details before sending.   - The Previous and Next buttons allow you to scroll through each notification to check the details before sending.
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   - The Expand button enables users to access any linked record e.g. candidate, company or vacancy.  Helpful if you just want to check a quick detail before sending.   - The Expand button enables users to access any linked record e.g. candidate, company or vacancy.  Helpful if you just want to check a quick detail before sending.
   - Users can choose to send notifications either one at a time using the Send button or all at once using the Send All button.   - Users can choose to send notifications either one at a time using the Send button or all at once using the Send All button.
 +  - If you require to keep a PDF copy of a notification for audit purposes click the Save to Docs button, if the location you are sending the notification from has links to more than one place e.g. placement or vacancy you will first be asked to select where they want to save the file before seeing the usual save file window.  The file will then be saved to the documents view of the relevant record.
  
-<ifauth @technical> For further information in relation to setting up Notifications please see the system administrator page on [[:notify_01|Notifications]].</ifauth>+<ifauth @technical> For further information in relation to setting up Notifications please see the system administrator pages on [[:notify_01|Notifications]] and [[sa_maintenance|Notification Codes]].</ifauth>
  • ug21-00.1653054382.txt.gz
  • Last modified: 2022/05/20 13:46
  • by Shelley Hunter