Setting up system-generated event options

When you set up event notifications you need to set a number of options that determine how events will work in your organisation.

 

These options include:

 

 

Note: Generally, all event notifications will be generated only once. If you disable an event notification, there is an option to remove all outstanding notifications for that event type. If you re-enable an event type, new notifications will be created from that date. However, if you re-enable an event type and wish to create all outstanding notifications retrospectively, you will need to go to the Generate all outstanding event notifications (see below).  

 

To set up system generated events options:

  1. Click the Company icon on the toolbar. The Setup Company Information screen opens.

  2. Select the H&S options tab and click Setup Event Notifications. The Setup Event Notifications screen opens.

To enable and disable events:

 

  1. In the Event Types section of the tab, select the type of activity for which you want to generate events and click Enable.

  2. Repeat step 1 for each type of activity for which you want to generate events.

  3. Select the select the type of activity for which you do not want to generate events and click Disable.

  4. Repeat step 3 for each type of activity for which you do not want to generate events.

 

Note: When you disable an event type you can also select to clear any outstanding events when prompted.

 

To configure automatic notifications for an event type:

  1. Click Add. The Adding an Event Configuration screen opens.

Note: The "subject" depends on the event type you are setting up.

  1. Select when you want the notification to be sent by ticking the check boxes in the When to Notify section of the screen.

  2. Click OK.

 

 

To send notifications to departmental representatives based on event types:

 

  1. If you want to send notifications to a departmental representatives based on the event type, click Add inthe Department Contacts for Event Types subtab. The Department Contact screen opens.

  2. Enter the department and the person who you want to receive that department's notifications for the currently selected event type.

  3. Click OK.

 

Note: This setting will override the default department representative for this event type only.

 

To send notifications to a departmental representative regardless of event type:  

 

  1. Select the Default Department Contacts (All Event Types) subtab and click Add. The Default Department Contact screen opens.

  2. Enter the details of the department and the person who you want to receive that department's notifications for any event type.

  3. Click OK.

 

To generate all outstanding event notifications:

 

  1. Select the Update Outstanding Events tab.

  2. Click Generate Notifications for Outstanding Events — Now.

 

Related Topics