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

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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.
  
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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.
  
== Extending your referrals Rules to email your staff ==
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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.
  
[[image:emailrefer.png|thumb|Setting up a Rule]]
 
  
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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== Extending your referrals Rules to E-mail your staff ==
  
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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To add this functionality to a rule is straightforward:
* 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 appears in the Refers box on the Case.
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#[[Editing and Creating Rules|Edit the Rule]]
*Click the Save Icon and thats it, this is fully configured.
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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="http://www.youtube.com/embed/gKIydpFbFis" frameborder="0" allowfullscreen></iframe>
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</html>

Revision as of 06:52, 18 December 2012

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