Defining automatic notification rules for registration

Use this type of notification rule to send an automatic notification any time a registration state changes to Registration Confirmed, Registration Wait Listed, Registration Cancelled, Registration Withdrawn, or Registration Rejected.

  1. Select Development Planning > Set Up > Notifications > Notification Rules.

    or

    Open or highlight the notification template for which to define notification rules, and click the Rules Using This Template tab.

  2. On the Notification Rules list, select New > Create Automatic Notifications For Registration.
  3. Specify this information:
    Effective Date

    Required. Specify the effective date.

    Notification Rule

    Required. Specify the name of the registration rule.

    Description

    Specify the description of the notification rule. If you leave this field blank. The notification rule name displays.

    Active

    The notification rule is inactive by default. To activate the notification rule, select the check box. Inactive notification rules cannot trigger notifications.

    Send Notification When

    Select the registration state that will trigger the notification.

    Template

    Select the notification template to which this notification is attached.

    Note: If you are accessing this form from a notification template, this field is already populated.
    Save Correspondence

    By default, each notification creates a copy of the email in Development Planning > Utilities > Notifications And Correspondence > Correspondence. If you do not want this notification rule to retain correspondence records, select No.

  4. Click OK to save the notification rule.

    The Attachments tab displays.

  5. (Optional) Attach one or more documents to the notification rule. See Attaching documents to notification rules.