Workflow management module
E-mail notifications can be sent regarding changes in procedures
Notification and e-mail management module
When certain predefined events take place, an activity makes progress, or a procedure’s status changes, notifications can be sent to users in the form of alert windows or e-mails. E-mail management is fully integrated in Andoc. When the e-mail notification system was created, it was a priority to provide our clients with the most customizable solution. This is why even unique e-mail notifications for occurring events can be designed and scheduled.
Business areas of use
Notifications serve basic communication needs and convenience functions:
- Alerts are sent when there is an incoming task
- Activity status tracking (e.g.: an administrator-initiated procedure was approved, a client accepted the conditions, etc.)
- Lists (or other documents) can be sent as notifications to involved administrators (e.g.: expected number of deals in the coming season or the number of deals to be processed with regard to an upcoming deadline)
- E-mail notifications can also be sent to clients as well:
- Information
- Calling attention to a deadline
- Contact for other reasons
Dimensions for the use of e-mail notifications
- The triggering event for sending can be freely defined
- changes occurred in the process
- data changes
- changes in attached documents
- depending on deadline monitoring
- a need for escalation
- exporting, data protection
- Message content, addressees:
- HTML / plain text
- metadata field can be inserted into the text
- addressees (internal, external)
- sender’s e-mail address.
- Restrictions:
- compounding notifications related to a mass event
- size restrictions of attached files
E-mail generation is automatic and has its own HTML interface. Any metadata tag can be inserted into the e-mail text. External and internal files can be attached to the e-mail on a standardized interface.
There is a standardized interface for bounced e-mails that is accessible through the system administrator interface.
Alert window / Floating message
The system supports setting individual alerts for users on the interface. The setting can be a floating window and/or a sound. The user can set the frequency for checking for new tasks.
