Difference between revisions of "How to email your staff on refer"

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(Created page with "SchemeServe allows you create Refer Conditions within the Rule Builder when certain criteria are met such as when a New Quotation is received and this has a very high sum insured...")
 
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== Introduction ==
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SchemeServe allows you create Refer Conditions within the Rule Builder when certain criteria are met such as when a New Quotation is received and this has a very high sum insured or poor claims experience.
 
SchemeServe allows you create Refer Conditions within the Rule Builder when certain criteria are met such as when a New Quotation is received and this has a very high sum insured or poor claims experience.
 
  
 
These rules will create a Refer on the Case record which then has to be cleared by a user with suitable access rights.
 
These rules will create a Refer on the Case record which then has to be cleared by a user with suitable access rights.
  
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== Extending your referrals rules to email your staff ==
  
 
It is also possible to configure the Rule in such a way that an email can be generated to a specified email address to notify users that Refers have just been triggered.
 
It is also possible to configure the Rule in such a way that an email can be generated to a specified email address to notify users that Refers have just been triggered.
 
  
 
To add this extra option on any of your Refers all you need to do is to add a further Action - this is the area on the Right
 
To add this extra option on any of your Refers all you need to do is to add a further Action - this is the area on the Right
  
 
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* Edit the Rule and then select Send Email from the drop down box
Edit the Rule and then select Send Email from the drop down box
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*Then enter the email address where you want the notification to be sent
 
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*Type in the text that you want to appear in the email - this will probably we a similar message to the one that you have which  
 
 
Then enter the email address where you want the notification to be sent
 
 
 
 
 
Type in the text that you want to appear in the email - this will probably we a similar message to the one that you have which  
 
 
appears in the Refers box on the Case.
 
appears in the Refers box on the Case.
 
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*Click the Save Icon and thats it, this is fully configured.
 
 
Click the Save Icon and thats it, this is fully configured.
 

Revision as of 05:29, 10 February 2011

Introduction

SchemeServe allows you create Refer Conditions within the Rule Builder when certain criteria are met such as when a New Quotation is received and this has a very high sum insured or poor claims experience.

These rules will create a Refer on the Case record which then has to be cleared by a user with suitable access rights.

Extending your referrals rules to email your staff

It is also possible to configure the Rule in such a way that an email can be generated to a specified email address to notify users that Refers have just been triggered.

To add this extra option on any of your Refers all you need to do is to add a further Action - this is the area on the Right

  • Edit the Rule and then select Send Email from the drop down box
  • Then enter the email address where you want the notification to be sent
  • Type in the text that you want to appear in the email - this will probably we a similar message to the one that you have which

appears in the Refers box on the Case.

  • Click the Save Icon and thats it, this is fully configured.