Setting up email notifications
You can send notifications to customers, inspectors, and other employees at certain stages of a service request's progress. For example, you can use email notifications to alert inspectors that they've been assigned to service requests, or to inform customers when problems they reported have been resolved.
Infor Public Sector uses a selected correspondence process setup to generate the emails. If you specified a default correspondence setup in your request type global settings, Infor Public Sector shows that setup in the Correspondence Setup field. You can also specify a different correspondence setup for a specific request type. Note that the Correspondence Setup field is display-only unless you select the Override Global Settings check box under on the Information tab.
Use the check boxes under to select the events at which you want Infor Public Sector to send emails: Inspection Scheduled, Inspector Assigned/Reassigned, Service Request Inspected, and Service Request Resolved. The Notify Person That Logged The Call and Notify Customer Regarding Service Request Progress check boxes indicate who will receive the emails. Like the correspondence setup, the customer notification option can be set globally or overridden for individual request types. Infor Public Sector uses the email address in the customer's contact record or in the employee record.
You can also use the grid to create a list of employees who will receive notifications at defined events in the service request process. For each employee in the grid, you can select Yes or No to indicate whether Infor Public Sector will send an email at each of four events:
- Scheduled: When an inspection is scheduled for a service request of this type.
- Assigned: When an inspector is assigned or reassigned to a service request of this type.
- Inspected: When inspection results are recorded for a service request of this type.
- Resolved: When a service request of this type is resolved.