Case Email Notification Setup

Purpose

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