The Case Email Notifications are used to alert key personnel when a case has been saved into byondpro. This feature is most commonly used for Incident entries.
The configuration options allow a number of staff (usually department managers) to be immediately informed of the event according to a complex matrix incorporating:
Type of case: incident, feedback or works request
Site: any or all of the cemeteries configured
Incident Type: property, vehicles, service, injury to third parties and staff
A single case record can conceivably trigger multiple notification entries/rules, however, a staff member will receive only a single email.
Adding new Records
New Case Email Notification entries are created from the Cemetery System Configuration menu in System Administration.
Button Functions
Button
Description
Find
Search list of existing email notification setup records
Clear
Clear previous search criteria
New
Prepare new record
Save
Saves the current record
Cancel
Closes the screen without saving changes
Change
Switches to edit mode
Add Email Recipients
Opens user selection entry screen
Standard Field List
Field
Description
Associated Business Process
Active
Checkbox indicates notification rule is active
Site
Selection list of configured sites
Activates email notification only for cases within the nominated site
Category
Selection list of case types: Incident, Feedback, Works Request
Activates email notification only for cases of the nominated category
Is Property
Checkbox
Activates email notification only for incidents of the nominated type
Is Vehicle
Checkbox
Is Service/General
Checkbox
Is Injury / Near Miss to Third Party
Checkbox
Is Injury / Near Miss to Staff
Checkbox
Add Email Recipient
Email Recipient
Selection list of users/resources
View Secure Record
Email Address
Auto-retrieved from user configuration
Remove Link
Function to remove recipient from notifications list
