Automatically Send Email or eChat Notifications when an Automation Event occurs

When Automated batches are processed, an automated notification can be sent to the relevant Provider or Staff Member using either eChat or e-mail. 

1. Click the navigation menu >  Location Setup > System Tables page

2. System Tables: Notifications

   1. Click the edit icon against Automation Events

3. In the 'Settings for Automation Events' window:

   1. Tick Activate Notification for Automation Events

   2. Select All statuses to receive notifications for all batches, or Incomplete, Error or Warning statuses for incomplete batches only

   3. Notifications can be sent via eChat and/or e-mail; select which by placing a tick against Use eChat and/or Use E-mail
      
   4. For eChat:
      1. Select the Users or Groups to send the notification too
      2. Highlight recipient
      3. Click Add icon

4. For Email:

   1. Enter the e-mail(s) to receive the notification                           

5. Click OK

Notification Examples

eChat Notification

When the automation batch runs, a notification will appear in the selected recipients' eChat inbox.

The notification will make a sound if the sound is activated on the recipients eChat. 

E-mail Notification

When the automation batch runs, a notification will appear in the selected recipients' e-mail inbox.           

Links:

Activate eChat