From ICIHelp7.17
Jump to: navigation, search
(Created page with " = Notification Settings =")
 
Line 1: Line 1:
  
 
= Notification Settings =
 
= Notification Settings =
 +
 +
== Create Notification Categories ==
 +
 +
As an administrator, you can create various notification categories. These categories are then visible to the respective users under the Notifications tile. When creating a subscription, you can place your subscription in the appropriate notification category. 
 +
 +
To create a notifications category:
 +
 +
1. '''Click''' the ''Notification Settings'' tile On the ''User Administration'' page. The ''Notification Settings'' page appears.
 +
<div class="image-green-border">[[File:Admin- Notification Settings.png|RTENOTITLE]]</div> <div class="image-green-border">[[File:Create Notification Categoy New.png|RTENOTITLE]]</div>
 +
2. '''Click''' ''Create Notification Category'' at the bottom of the page.<br/> &nbsp;
 +
<div class="image-green-border">[[File:Create Notification Category-bottom.png|RTENOTITLE]]<br/> &nbsp;</div>
 +
3. The ''Details'' tab appears.
 +
 +
4. The created category appears on the ''All Notifications Category'' page.<br/> &nbsp;
 +
<div class="image-green-border">[[File:Create New Notification category 3.png|RTENOTITLE]]<br/> &nbsp;</div>
 +
'''Type''' an appropriate category name in the ''Category Name'' box, and '''click''' ''Save''.
 +
 +
= Edit Notification Categories =
 +
 +
As an administrator, you can create as well as edit various notification categories.
 +
 +
To edit a notification category:
 +
 +
1. '''Click''' the ''Notification Settings'' tile on the ''User Administration'' page. The ''Notification Settings'' page appears.
 +
<div class="image-green-border">[[File:Admin- Notification Settings.png|RTENOTITLE]]<br/> &nbsp;</div>
 +
2. '''Select''' the desired entity check box in the ''Notification Category Name'' panel&nbsp;and '''click''' ''Edit''.
 +
<div class="image-green-border">[[File:Edit Notification Category.png|RTENOTITLE]]<br/> &nbsp;</div>
 +
The ''Details'' tab appears.
 +
 +
3. '''Type''' or '''update''' the category name In the ''Category Name'' box, and '''click''' ''Update''.
 +
 +
4. The updated notification category name appears on the ''All Notifications Category'' page.
 +
 +
== Creating&nbsp;a Subscription ==
 +
 +
Using Subscriptions, you can create user notifications and assign appropriate recipients. When&nbsp;creating a subscription:
 +
 +
*Define the entity or a task for which the notification to be sent.
 +
*Define the event for which it will be sent.
 +
 +
'''To create a subscription''':
 +
 +
'''1. Click '''the ''Notification Settings'' tile on the ''User Administration'' page. The ''All Notifications Category'' page opens.&nbsp;All the existing notification categories are displayed on this page such as Agreement Notifications, Clause Notifications. Each notification category groups various notification templates of various events that fit into the respective category. You can also edit or delete the displayed categories.
 +
<div class="image-green-border">[[File:Creating Subscription All Notification Category 7.8.png|All Notification Category page]]</div>
 +
2.'''&nbsp;Click''' the ''Subscription'' tile. The ''Subscriptions'' page opens.&nbsp;On this page you can see a list of all the existing Notification Templates and their details such as Template Name, Entity Name, Event and Category Name etc. You can also edit, delete, create, enable or disable a subscription using the respective buttons.
 +
<div class="image-green-border">[[File:Creating Subscription Subscriptions page 7.8.png|1000px|Subscriptions page]]</div>
 +
3.&nbsp;'''Click '''the&nbsp;''Create Subscription ''button''. ''The&nbsp;''Create Subscription&nbsp;''page opens.&nbsp;&nbsp;
 +
 +
There are four tabs on this page:
 +
 +
*Details
 +
*Template
 +
*Recipient
 +
*Verify
 +
<div class="note-box">'''Note''':&nbsp;When creating or editing a subscription, the Administrator&nbsp;must make sure that he set his language preferences to English (United States). Otherwise an information message is displayed. Subscriptions can be created in English only. If you need your subscription in various languages, you can provide the localized content to the ICM configuration team to add it to the database through scripts.&nbsp;</div>
 +
&nbsp;
 +
 +
'''Details'''
 +
 +
Fill in the mandatory fields:
 +
 +
*'''Type'''&nbsp;an appropriate Template Name for the subscription.
 +
*'''Select'''&nbsp;an Entity Name such as ''Agreement''.
 +
*'''Select'''&nbsp;an Event Name, such as ''Agreement Approved.''
 +
*'''Select''' a Category Name such as ''Agreement Notifications''.
 +
*'''Click'''&nbsp;''Next''. The&nbsp;''Template''&nbsp;tab opens.
 +
<div class="image-green-border"><br/> [[File:Creating Subscription Create Subscription page 7.8.png|Create Subscription]]</div>
 +
&nbsp;
 +
 +
'''Template'''
 +
 +
On the ''Template'' tab, define a template for user notifications and email notifications:
 +
 +
*'''Type '''appropriate subject in the ''Template Subject''&nbsp;box. All the notification emails using this template would have this content in the subject line.
 +
*'''Type''' an appropriate message in the T''emplate Body.'' '''Click''' the ''Attributes'' list to tag respective attributes in the template body. You can also format the selected attributes by using menu options.
 +
*'''Click''' ''Next''. The ''Recipient'' tab open.
 +
<div class="image-green-border">[[File:Creating Subscription templates tab 7.8.png|1000px|Templates tab]]</div>
 +
&nbsp;
 +
 +
'''Recipient'''
 +
 +
To add recipients:
 +
 +
1. '''Click '''the [[File:Add icon.jpeg|RTENOTITLE]] ''Add Recipients ''icon. The ''Add Recipients'' window opens.
 +
 +
2. '''Select'''&nbsp;''User Roles ''such as Approver, Internal Reviewer etc.
 +
 +
3. '''Select '''''User Attributes'' such as Created By, Modified by etc.
 +
 +
4. '''Check&nbsp;'''the ''Action User'' box if necessary.
 +
 +
5. '''Select '''a desired user from the displayed list or search a user using the search bar.
 +
 +
6.&nbsp;'''Click''' ''Add''. The user name and role get added in the list.
 +
<div class="image-green-border">[[File:Creating Subscription Add recipients 7.8.png|1000px|Recipients tab]]</div> <div class="note-box">'''Note''': You can tag users in the Notifications Template using their usernames or Email IDs.</div>
 +
&nbsp;7.&nbsp;'''Click''' ''Next''. The ''Verify'' tab opens.
 +
 +
'''Verify'''
 +
 +
On this tab, verify all the information you entered for the Subscription.
 +
 +
'''Click'''&nbsp;''Save'' to create the Subscription. Notifications will be sent as and when the respective event occurs.
 +
 +
Notification can be sent in multiple languages. If there are multiple recipients with different language preferences for the respective event. The language is identified from the language set by the Internal User and External user with login privileges in their ''Preferences''. One single email is sent to all the selected recipients with the content in different languages. The recipients can simply scroll through the email and read the content drafted in their preferred language.
 +
 +
&nbsp;
 +
 +
&nbsp;
 +
 +
'''Related Topics''': Agreement&nbsp;Management |

Revision as of 08:54, 10 May 2019

Notification Settings

Create Notification Categories

As an administrator, you can create various notification categories. These categories are then visible to the respective users under the Notifications tile. When creating a subscription, you can place your subscription in the appropriate notification category. 

To create a notifications category:

1. Click the Notification Settings tile On the User Administration page. The Notification Settings page appears.

RTENOTITLE
RTENOTITLE

2. Click Create Notification Category at the bottom of the page.
 

RTENOTITLE
 

3. The Details tab appears.

4. The created category appears on the All Notifications Category page.
 

RTENOTITLE
 

Type an appropriate category name in the Category Name box, and click Save.

Edit Notification Categories

As an administrator, you can create as well as edit various notification categories.

To edit a notification category:

1. Click the Notification Settings tile on the User Administration page. The Notification Settings page appears.

RTENOTITLE
 

2. Select the desired entity check box in the Notification Category Name panel and click Edit.

RTENOTITLE
 

The Details tab appears.

3. Type or update the category name In the Category Name box, and click Update.

4. The updated notification category name appears on the All Notifications Category page.

Creating a Subscription

Using Subscriptions, you can create user notifications and assign appropriate recipients. When creating a subscription:

  • Define the entity or a task for which the notification to be sent.
  • Define the event for which it will be sent.

To create a subscription:

1. Click the Notification Settings tile on the User Administration page. The All Notifications Category page opens. All the existing notification categories are displayed on this page such as Agreement Notifications, Clause Notifications. Each notification category groups various notification templates of various events that fit into the respective category. You can also edit or delete the displayed categories.

All Notification Category page

2. Click the Subscription tile. The Subscriptions page opens. On this page you can see a list of all the existing Notification Templates and their details such as Template Name, Entity Name, Event and Category Name etc. You can also edit, delete, create, enable or disable a subscription using the respective buttons.

Subscriptions page

3. Click the Create Subscription button. The Create Subscription page opens.  

There are four tabs on this page:

  • Details
  • Template
  • Recipient
  • Verify
Note: When creating or editing a subscription, the Administrator must make sure that he set his language preferences to English (United States). Otherwise an information message is displayed. Subscriptions can be created in English only. If you need your subscription in various languages, you can provide the localized content to the ICM configuration team to add it to the database through scripts. 

 

Details

Fill in the mandatory fields:

  • Type an appropriate Template Name for the subscription.
  • Select an Entity Name such as Agreement.
  • Select an Event Name, such as Agreement Approved.
  • Select a Category Name such as Agreement Notifications.
  • Click Next. The Template tab opens.

Create Subscription

 

Template

On the Template tab, define a template for user notifications and email notifications:

  • Type appropriate subject in the Template Subject box. All the notification emails using this template would have this content in the subject line.
  • Type an appropriate message in the Template Body. Click the Attributes list to tag respective attributes in the template body. You can also format the selected attributes by using menu options.
  • Click Next. The Recipient tab open.
Templates tab

 

Recipient

To add recipients:

1. Click the RTENOTITLE Add Recipients icon. The Add Recipients window opens.

2. Select User Roles such as Approver, Internal Reviewer etc.

3. Select User Attributes such as Created By, Modified by etc.

4. Check the Action User box if necessary.

5. Select a desired user from the displayed list or search a user using the search bar.

6. Click Add. The user name and role get added in the list.

Recipients tab
Note: You can tag users in the Notifications Template using their usernames or Email IDs.

 7. Click Next. The Verify tab opens.

Verify

On this tab, verify all the information you entered for the Subscription.

Click Save to create the Subscription. Notifications will be sent as and when the respective event occurs.

Notification can be sent in multiple languages. If there are multiple recipients with different language preferences for the respective event. The language is identified from the language set by the Internal User and External user with login privileges in their Preferences. One single email is sent to all the selected recipients with the content in different languages. The recipients can simply scroll through the email and read the content drafted in their preferred language.

 

 

Related Topics: Agreement Management |

Retrieved from "https://ici-us-wiki01.icertis.com:17443/ICIHelp7.17/index.php?title=Notification_Settings&oldid=9212"