cats:procedures:maintenance:trackingnotifications

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cats:procedures:maintenance:trackingnotifications [2015/10/26 22:13] – [Email Notifications] tomcats:procedures:maintenance:trackingnotifications [2019/11/19 17:08] (current) jen
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 ===== Tracking and Email Notifications ====== ===== Tracking and Email Notifications ======
 +
 +{{entry>0;Email Notifications;-}} {{entry>0;Tracking Reports;-}}
 CATS keeps a log of many activities in CATS. This log can be useful for training and process review purposes. It can also be useful as an activity history for a particular contract or location screen. CATS keeps a log of many activities in CATS. This log can be useful for training and process review purposes. It can also be useful as an activity history for a particular contract or location screen.
  
 Further, in collaboration with the CATS email notification service, it can be used to provide real-time information about user activity. Further, in collaboration with the CATS email notification service, it can be used to provide real-time information about user activity.
  
-To print the tracking report, select //File// //Position Reports// //Tracking//+To print the tracking report, select **File > Position Reports > Tracking**.
  
 ==== Email Notifications ==== ==== Email Notifications ====
-To set up email notifications go to //File// //User Preferences// //User Settings// and go to the //Email// tab. Click on the **Tracking notification rules** link.+To set up email notifications go to **File > User Preferences > User Settings** and go to the **Email tab.** Click on the **Tracking notification rules** link. 
 +[{{:cats:procedures:maintenance:tracking_usersettings.png?|Click on **Tracking notification rules** to manage email notifications}}]
  
-[{{:cats:settings:tracking:tracking_usersettings.png|Click on **Tracking notification rules** to manage email notifications.}}] 
  
 ==== Notification Rules List ==== ==== Notification Rules List ====
 +
 +Tracking notification rules list.
  
 [{{:cats:settings:tracking:tracking_notificationlist.png?600|List of email notification rules.}}] [{{:cats:settings:tracking:tracking_notificationlist.png?600|List of email notification rules.}}]
  
 ==== Modifying a Notification Rule ==== ==== Modifying a Notification Rule ====
 +
 +Adding/modifying a notification rule.
  
 [{{:cats:settings:tracking:tracking_notificationrule.png|Specify the conditions for the email notification.}}] [{{:cats:settings:tracking:tracking_notificationrule.png|Specify the conditions for the email notification.}}]
 +
 +CATS will generate an email when all of the conditions specified in the notification rule are met. This means that a rule which specified a user id, account, and operation will only be triggered if the specified user makes the specified operation with respect to the specified account.
 +
 +{{tag>"email notifications" "notification rule"}}
  • cats/procedures/maintenance/trackingnotifications.1445897627.txt.gz
  • Last modified: 2017/12/19 03:21
  • (external edit)