Notification Method
From the Notification Method screen, users can select the method by which they receive system notifications. The Notification Method set in the System Preferences is the default for all users. Authorized individual users can update this value in the My Preferences section.
Selecting Notification Method Options
Check the box to the right of the preferred notification method; you may select both the Portal and Email options.
Note: Non-subscription notifications are sent to all employees when certain events occur. Users can also receive notifications for additional events by subscribing to them. The screen to select these notifications is found in the Preferences section > My Preferences card > Event Subscriptions.
Portal notification
Portal notifications are appear in the employees' Home page under My Unread Messages.
Email notification
Email notifications are sent to all the active Email Addresses in the employee record.
Employees are sent emails only during the time frame set up in the Availability field associated with their configured email addresses. If the notification is sent outside the Availability time frame, the notification is sent to the employee as a portal notification.
The following fields are available when adding or viewing a record: |
Action Buttons
The following Actions are available in the left pane:
Reset All Users
Click on the Reset All Users button to reset the preferences values for all users back to the system defaults. These default values are set up on the System Preferences card and will replace the user values set up on the related screen in the My Preferences card.
Reset Users
Click on the Reset Users button to set the preference values back to those set up on the System Preferences card for selected employees. The Employee Search screen is displayed to search for and select one or more employees to reset.
When user preferences are reset, the values set up by the user for a screen in the My Preferences card are replaced with the values set up on the related screen in the System Preferences card.
After selecting the Reset Users button, the following Actions are available for searching and resetting records:
Advanced/Basic
The Advanced button loads the expanded search criteria mode with additional fields for locating a record. When the Basic search mode is loaded, the button shows as Advanced. When the Advanced search mode is loaded, the button shows as Basic.
Note: The user can set whether the Basic or Advanced search mode is automatically loaded for each screen. This setting is found under Preferences section>My Preferences card>Search screen>Mode tab. The Advanced/Basic buttons only display on screens with Advanced search capabilities.
Cancel Reset
The Cancel Reset button cancels the reset process to change preference values to the System Preferences. The preferences set up by users on the My Preferences card are left intact.
Reset Selected
Changes the values for the selected employee(s) to the system default values. This action is available after the results are listed for the Reset Users search.
Check to the box to the left of each employee name to select it, then click on the Reset Selected button.
The default values set up in the System Preferences screen will now appear in the related fields in the Employee Preferences screen.