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

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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.
  
== Extending your referrals rules to email your staff ==
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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 in the Rule Builder
  
 
* 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
*Then enter the email address where you want the notification to be sent
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* 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  
+
* Type in the text that you want to appear in the email - this will probably be 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.
 
*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 05:31, 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 in the Rule Builder

  • Edit the Rule and then select Send Email from the drop down box
  • 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 be 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.