cats:procedures:maintenance:trackingnotifications

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cats:procedures:maintenance:trackingnotifications [2017/04/20 14:54] – [Tracking and Email Notifications] jencats: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;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.
  
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 ==== 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 ====
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 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. 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"}}+{{tag>"email notifications" "notification rule"}}
  • cats/procedures/maintenance/trackingnotifications.1492700067.txt.gz
  • Last modified: 2017/12/19 03:21
  • (external edit)