Email Notification

This function was designed to easily inform one or more people by email about an incident record stored in their account. The email notification provides enough "non-confidential" information that the email recipient may clearly identify the record and, if needed, login to view the complete record in the secure online data site.

This is not Notification: Events and Reminders. See the "Notifications" article for that feature.

Function Description

• Requirements
• Setup Procedures
• Operation

Email Notification Requirements

• MS Outlook, Outlook Express or Email Agents that support the "mailto" function operating on your workstation.
• Logged in to the application with either "User" or "Admin" Level User permissions
• Admin Level User permissions are needed to "setup" the email addresses in the Location Profile.
• Every Location profile has a unique Email recipient list field.
• The Email list is tied to the location, not the User

 Step by Step Setup of an email list.

• Select Manage
• Select Setup  to go to the "Setup Select Form"
• Select "Location" "Edit"
• Select "Next"
• Select the Location Profile to edit if prompted by an Organization Selection Form
• Select "Next"
• Scroll to the bottom of the form and locate the "Notification Email(s)" field
• Enter email addresses (150 characters max) seperate multiple addresses with a semicolon
• Select "Save"

Email Notification Operation

• Create a new or edit an existing incident record.
• New records will not show this function until the record is saved at least once
• If you make changes to the incident record be sure to "Save" the record.
• Select the "Click here…email.." Link 7 rows from the top of the form
• Verify the content of the email
• You may edit any or all of the email content and include attachments if you wish.
• Select "Send" in your email agent functions