User Input Session Presented by: Dan Davis & Madhuri Bhogadi Activities & Notifications

User Input Session

Presented by: Dan Davis & Madhuri Bhogadi

Activities & Notifications

Today’s Overview

• Standardization1• Types of

Notifications2• Examples3• User Input4

Standardization

• Notifications exist in the system now, we are going to standardize how and when they happen.

• Allowing for notifications to be associated with any major table / action.

Standardization

• Notification Tab will be added to Activity

• Though out System we will allow for notifications along with activities

Standardization• Notifications will be triggered off of

activities (Action) table• Tab in action maintenance will

allow for notification by division by notification group

• Notifications can be automatic or manual

Standardization• Notification groups currently allow

for any number of people to be notified with either an alert or email.

• We will add Entry to any email address and not only system Users

Types of Notifications

• 1) Modulo (Open for discussion)• 2) Master Screen (Customer / SO /

etc.)• 3) Scheduler Based (Based on a

selection of data and placed on scheduler)

• All can be Manual or Auto assigned

Examples• Credit limit exceeded. Allowed to be

controlled by customer. Currently it is for all or none.

• Tech finishes call. Allowed to be by SO or by customer. Can be auto or manual

• SO or Job is received. Currently system controlled but will be standardized by activity.

• New call created. Auto notify by customer• Notify when Insurance is expiring

Scheduled Notification

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Questions?