Settings Page: Notifications Templates Tab
The Notification Templates Tab in the Communications Module houses the Default New User Template, which details the default designations for report and alert notifications that can be applied to all newly created user accounts.New user accounts manually created on the Create Tab of the Accounts Module will utilize the template specified via the dropdown menu to the right of “Default template to use for new accounts:”.
The preferred Notification Template applied to account being created via a Registration Profile Link can be specified in the Registration Profile design, when asked which notification template to apply. WIKI LINK HOW TO: REGISTRATION PROFILES SITE SETTINGS MODULE
Email report notifications and email alert notifications can be customized by an individual on the Notifications Tab on the My Account Page in the Accounts Module. Prior to an individual’s customization selections, the default template selected in the Communications Module establishes the default settings. WIKI LINK NOTIFICATIONS TAB ON THE MY ACCOUNTS PAGE ACCOUNTS MODULE
The system-generated Default New User template can be edited. WIKI LINK HOW TO EDIT NEW USER NOTIFICATION TEMPLATES
New Notification Templates can also be created. WIKI LINK HOW TO: CREATE NEW NOTIFICATION TEMPLATES
Email Report Settings Explanation
KAStrack generates and sends reports for the following modules: Actions, Assets, Documents, Finances, and People, and Reports.
Regular Reports Available via Email Communication | |
Module | Reports Available |
Actions | Executive Summary |
Assets | Executive Summary, Detailed Report |
Documents | Executive Summary |
Finance | My Budgets, Executive Summary |
People | Executive Summary, Detailed Report (All Users), Detailed Report (Supervised Users), Detailed Report (All Users Group By Supervisor) |
Report | System and Custom Reports from the reports module. A complete list of the reports available to an individual can be viewed on their reports module homepage. |
Daily email report notifications can be sent every day of the week, or on specific days. Select the appropriate checkboxes to indicate your preference. Selecting a weekly email report notification requires you to indicate which day of the week you prefer the report summary email to be sent. Selecting a monthly frequency requires the user to specify which numerical day of the month from a dropdown menu you wish to receive the report summary. The days that are not included in every month (29, 30, 31) have an asterisk next to them. If the current month does not have that particular date, the system will send the report on the final day of the month.
Email Alert Settings Explanation
KAStrack sends email alerts for the following modules: Accounts, Actions, Assets, Dispatch, Documents, Finance, Forms, Meetings, and People. Each module has a dropdown menu with three options that designate when an email alert is sent: “Real Time”, “Digest”, and “Do Not Receive”.
Real Time is the default setting that sends email alerts in real time. Digest is KAStrack’s delayed timing feature. Selecting “Digest” will summarize all alerts with this designation to be sent daily between midnight and 4 a.m. Central Time (United States). As noted in KAStrack, alert digests are not applicable to all alerts.
Whether or not an alert is digestible can be customized on the Alert Email Templates Tab of the Communications Module.
Do Not Receive designates that the user does not wish to receive email alerts about that specific module.
Communications sent from users are always sent in real time.
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