Auto Notify Utility
Send emails and desktop notifications automatically
Configure one or several Notification Events for scheduled reminders through email,
desktop, or website
publishing. Send email notifications to specific groups of people such as Equipment Custodians,
Technicians, Owners, Department Managers, etc. Receive a desktop notification
of Equipment due for
Before sending Emails Automatically, you will need to add your
in the Options dialog. The database will need additional
data discussed at the bottom of this page.
Auto Notify Menu
Start the Auto Notify utility from the Calibration tab in the ribbon menu.
Auto Notify Grid
Currently, 9 Auto Notify events are defined.
DueCal_[Person]: Auto email notifications for the
identified after the "DueCal_" string.
- DueCal_Desktop: Auto desktop notifications on the current
Website_General: Auto publication of a simple website listing
in Department groups. Set the publish location in the Folders tab of the Options
Auto Notification Files
These four fields are only used for Email Notifications . . .
- Email Template: Defines which HTML file is used as the template
for the email.
- Signature File: Defines which HTML file is used as the email
Email Subject: The text that appears in the Subject line
of the Auto Email
BCC: Whenever an Auto Email is sent, a copy of the email
can be sent to an
additional email or list of emails. If more than one email in added to the BCC field,
those emails with a comma, semicolon, or a hard return.
There is one live fire button and one test button . . .
Send Message(s): Pressing sends all the email notifications
to the defined
Person group (e.g., Custodian, Technician, Manager), displays the desktop notification, or creates
the default website.
Send Test Message(s) to BCC: Sends the email notifications
to the email(s)
listed in the BCC field only as a test run.
Setting a Schedule
Set the repeat frequency (How Often), time of day (Date & Time), and if the Event
Related Data for Email Notifications
The Email Notifications require related data in the following tables:
People Fields in Equipment
Identify the Custodian, Technician, Owner, or Checked out By fields
Control knows which equipment is related to who.
Department Field in Equipment Record: Identify the Department
in the Equipment
dialog and then, in the Department record, identify the Manager and Contact people.
Site in Equipment Record: Identify
(e.g., Customer or Company Site) in the Equipment record and then, in the People records, connect
Emails in People Records: Ensure the People identified in
(e.g., Equipment or Department records) have valid email addresses and that their Send Email
option is checked.
Last updated: 8 Feb 2017
Compatibility: Calibration Control versions 8.0 to current
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