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User Input Session

User Input Session. Activities & Notifications. Presented by: Dan Davis & Madhuri Bhogadi. Today’s Overview. Standardization. Notifications exist in the system now, we are going to standardize how and when they happen.

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User Input Session

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

  2. Today’s Overview

  3. 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.

  4. Standardization • Notification Tab will be added to Activity • Though out System we will allow for notifications along with activities

  5. 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

  6. 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

  7. 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

  8. 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

  9. User Input

  10. User Input

  11. Questions?

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