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

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(Extending your referrals Rules to email your staff)
 
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== Introduction ==
 
== 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.
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You can create Refer Conditions using the Rule Builder in SchemeServe. These might be used, for example, when a quotation is received and the sum insured is very high or if there is a poor claims experience associated with the quotation.
  
== Extending your referrals Rules to email your staff ==
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These Rules can create a Refer on the Case Record. This must then be cleared manually in order for a quotation to be issued.
  
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.
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It can be useful to generate an e-mail to the party being referred to so that they are aware of it and can take the appropriate action.
  
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
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== Extending your referrals Rules to E-mail your staff ==
* 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 be a similar message to the one that you have which
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appears in the Refers box on the Case.
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To add this functionality to a rule is straightforward:
*Click the Save Icon and thats it, this is fully configured.
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#[[Editing and Creating Rules|Edit the Rule]]
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#Click the '''Green Plus Button''' to add an additional condition to the Refer Rule
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#Select the '''Send E-mail''' option from the drop down box
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#Enter the E-mail address to which you want to send a notification
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#Add the text for the E-mail
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#If you wish to send e-mails to multiple addresses you can repeat steps 2-4 as many times as you need to
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#Click the '''(Disc) Save Icon'''
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== Video Tutorial ==
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<html>
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<iframe width="640" height="360" src="https://www.youtube.com/embed/gKIydpFbFis" frameborder="0" allowfullscreen></iframe>
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</html>

Latest revision as of 08:15, 1 February 2017

Introduction

You can create Refer Conditions using the Rule Builder in SchemeServe. These might be used, for example, when a quotation is received and the sum insured is very high or if there is a poor claims experience associated with the quotation.

These Rules can create a Refer on the Case Record. This must then be cleared manually in order for a quotation to be issued.

It can be useful to generate an e-mail to the party being referred to so that they are aware of it and can take the appropriate action.


Extending your referrals Rules to E-mail your staff

To add this functionality to a rule is straightforward:

  1. Edit the Rule
  2. Click the Green Plus Button to add an additional condition to the Refer Rule
  3. Select the Send E-mail option from the drop down box
  4. Enter the E-mail address to which you want to send a notification
  5. Add the text for the E-mail
  6. If you wish to send e-mails to multiple addresses you can repeat steps 2-4 as many times as you need to
  7. Click the (Disc) Save Icon


Video Tutorial