Outstanding Metrics Data Entry Reminder

The Metric Management module is pre-configured to send reminder emails to the Responsible Person, as defined in the Metrics Data Collection Setup within a Campaign, to remind them when data entry is required.

This configuration can be viewed under Designer Events Outstanding Sustainability Data Entry Reminder

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NOTE:

This event can be modified to suit the requirements, and additional Events can be created where required.

Once an Event is configured, it will take effect immediately (i.e. publish is not required)

The system identifies Outstanding Metrics records, based on the defined Time Periods, Locations and Metrics and Campaigns. The partially pre-configured email reminder email is named "Email - Sustainability Outstanding Metric Reminder".

Overview of System Event Form

Field

Explanation

Name

The name for the Event

Event Type

Should be set to "Sustainability - Outstanding Metrics Data Collection Email". On Save, this field becomes read-only.

Run Time (HH:MM) - if set, event will run daily at this time

A Run Time has to be set for the event to fire at the defined time.

You must enter the time in 24 hour format.

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NOTE:
Tomcat service must be up and running at the specified time for the event to be triggered. If for some reason, Tomcat service is down at the defined time, the event will not run on that day.

EMAIL DETAILS

How many days before/after time period close should the email be sent

Determines when the reminder should be triggered. You can define how many days before or after the end of a month the Email needs to be sent. To send:

Before the end date: enter a negative number
On the end date: enter 0
After the end date: enter a positive number

To Address

Free text field to fill in email addresses (e.g. Distribution Lists). The recipient will receive a list of ALL Outstanding Metrics Data in the affected time period.

To Address Field

Field picker to select an email address field on any component related to the Metrics.

Email Subject

e.g. "Metrics - Outstanding Data Collection"

Email Body

Email Body (content) is defined as an HTML Source

(Admin HTML Library HTML Source Email - Sustainability Outstanding Metrics Reminder.)

Click here for additional information.

Preview

After the Email Details are filled in and saved, you can run an Email simulation by selecting the Preview button.

Sustainability_outstanding_email_preview

Select the Month to simulate, the system will

indicate on which date the Emails would be sent for the selected Month
create a sample list of the email recipients for this run
display the email with the corresponding content after selecting any of the addressees.