Manage Closed Report Notifications
- Jamie Dottavio (Unlicensed)
Analytics
The ‘Closed Report Notifications’ feature allows a company to be notified when a report has been in closed status for a certain period, based on the country of origin of the report. This check of closed reports occurs daily and an email notification is sent to Administrators identifying all reports that meet the criteria defined by the company. This feature is available to clients at the Connects Standard Enterprise service level.
If Syntrio has enabled the option to provide email notifications to Administrators on closed reports, you will have access to the Manage Closed Report Notifications page shown below by selecting the 'Manage Closed Report Notifications' button on the Edit Settings page. This page allows an Administrator to create a notification when a report has been in closed status for a certain period.
 To create a new notification, click on the Add icon on the page toolbar. This will display the Add Closed Report Notification page shown below. |
The Country of Origin and the Number of Days in the 'Closed' Status field are required for a notification rule. The daily Closed Report Notification to all Administrators depends on the Notification rule created. The notification check identifies all reports from a specified country that have remained in a closed status for a certain number of days.
For example, if the rule above listed ‘Switzerland' as the Country of Origin and ‘30’ as the Number of Days in 'Closed' Status, then a notification email will be sent to the Administrators if a report exists whose country of origin was 'Switzerland' and the report has been 'Closed’ for more than 30 days. The notification email will be sent one day following the number of days listed in the 'Number of Days in Closed Status' field. An example of the notification email is shown below:
Creating a rule using 'All Countries' in the Country of Origin field will apply to all countries and take precedence over any other existing country rule.
The 'Include in Closed Report Notification Check' checkbox determines whether or not a report should be included/excluded by default when a report from the Country of Origin specified is created in the CMS.
To Edit an existing notification rule, click on the Edit Record icon, on the row of the notification rule. |
Make the necessary changes on the Edit Closed Report Notification page, as shown below:
The 'Include in Closed Report Notification Check' checkbox determines whether or not a report should be included/excluded by default when a report from the Country of Origin specified is created in the CMS.
An administrator (or non-Administrator with Edit Report permissions) can include or exclude a specific report from the Closed Report Notification check by unchecking the 'Include in Closed Report Notification Check' on the Add/Edit Incident Report page. An example of editing an incident report is shown below:
Note: The closed date field is not available for reports closed before 2/3/2016.