WHAT’S THE DIFFERENCE BETWEEN DIFFERENT TYPES OF NOTIFICATIONS?
A FormsBoard e-mail notification can take place in a number of ways depending in the type of notification you are using. Below are the types of notifications and their purpose:
- SLA Notification
SLA Notifications will send email when the number of days that have passed is greater than or equal to the “number of days” entered in the Notification’s configuration.
- Assigned: Sends an email when a document has been assigned to a person for a certain period of time.
- Status: Sends an email when a document has been in a status for a certain period of time. When Status is selected, an additional dropdown field will be shown, which allows the user to select the Status value.
- Inactive: Sends an email when a document has been inactive for a certain period of time.
- The field labeled “Specify number of days for which form has been…” allows you to enter the number of days that complete the Subtype specification. For instance, selecting Inactive and entering 5 will send a notification to users who have a document assigned to them if the document has been inactive for 5 days or more.
- Notification e-mails are scheduled to run twice on a daily basis. You will receive these e-mails every 6 AM and 6 PM Pacific Standard Time. In this case, you may leave “Specify reminder frequency in hours” field blank.
- STAT Notification
A STAT Notification will send out an email containing statistics on a specific document type. The statistics can be compiled on a daily, weekly or monthly basis. Selecting Weekly will show an additional dropdown which allows the user to specify the day of the week. Selecting Monthly will allow the user to enter the day of the month when the action executes.
The STAT email contains a maximum of four distinct tables: Overdue documents, Assigned Documents, Active Documents Status and a detailed Active Document List. Notice that documents are labeled as ‘overdue’ only after a SLA Notification has been sent out. The Overdue column in the Active Document List table contains the number of days between the SLA and STAT Notifications.
- USER Notification
The USER notification enables the users to get a periodic notification of assigned documents.