Entity managment notification triggers can be set up for date fields in the Weagree Wizard’s corporate housekeeping, to ensure that the person(s) responsible for maintaining such data will receive a notification when certain conditions are met. These triggers can be created and edited on the Administrator page under Entity management > Notification triggers.
1. Click the plus sign to add a notification trigger for any type of date.
2. To configure a trigger, use the settings contained in the seven columns following the specified date (from left to right):
a. Triggered e-mail: this setting determines at what general point in time the e-mail notification will be sent: before, on or after the date specified in the entity’s or person’s corprate housekeeping.
b. Days (x): if the triggered e-mail notification will be sent before or after the specified date, use this setting to determine the precise moment (e.g. insert “30” to send a notification 30 days before or after the date).
c. To send e-mail: select the type of e-mail to be used for the notification. For more information, click here.
d. Urgency: this setting is currently not used in the enttity management and may therefore be ignored.
e. Additional users: click the icon to add additional users to notify by default. Otherwise, notifications will only be sent to the user(s) listed under Users receiving notifications on Entity management > Configuration (for more information, click here).
f. Enabled: tick or untick this checkbox to enable or disable the e-mail notification trigger.
g. Delete: click the minus sign to delete the e-mail notification trigger.
3. Click Save.
Note: it is highly recommended that you make use of automated notifications to prevent missing any deadlines and therefore that you add default triggers.
