District Preferences allows the customization of Instructional Materials Management to district-specific preferred procedures and policies.
- Navigation:
- District View
- Tools
- Global Tools
- District Preferences
- "Email Notifications" Tab
Click on a hyperlink to jump to that article topic:
Campus Notifications
Requisition is Shipped (default setting: unchecked) - If checked, sends a notification email to the defined campus contact the first time a campus requisition is placed in the status of “In Transit.”
Requisition is In Transit (default setting: unchecked) - If checked, sends a reminder notification email to the defined campus contact after the identified number of days have passed (set up by the district level) while a campus requisition has remained in the status of “In Transit.”
For example, suppose the district turned on this email notification reminder and set 4 days as the trigger to email the campus if the campus requisition is not received in Instructional Materials Management. A campus requisition is placed “In Transit” on Monday. Thursday (4 days later), the defined campus contact receives the email notification informing them the campus requisition is the status of “In Transit.” The email will be sent to the defined campus contact every 4 days until the campus requisition is received within Instructional Materials Management.
| Option | Description |
|---|---|
| Adjustment is Posted (default setting: unchecked) | If checked, sends a notification email to the defined campus contact the first time an item is posted within a campus adjustment. |
| Return Surplus Call Tag Issued (default setting: unchecked) | If checked, sends a notification email to the defined campus contact when a "Return Surplus" campus adjustment is placed in the status of “Call Tag.” |
| Transfer is Ticketed (default setting: unchecked) | If checked, sends a notification email to the defined campus contact when a campus-to-campus transfer is placed in the status of “Ticketed.” This is sent to the sending campus and the receiving campus. |
| Transfer is Received (default setting: unchecked) | If checked, sends a notification email to the defined campus contact when a campus-to-campus transfer is placed in the status of “Received.” This is sent to the sending campus and the receiving campus. |
| Audit is Created (default setting: unchecked) | If checked, sends a notification email to the defined campus contact when an audit is created for a campus to complete. |
District Notifications
Requisition is Submitted to District (default setting: unchecked) - If checked, sends a notification email to the defined district contact the first time a campus requisition is submitted by a campus to the district level. The designated district contact’s email address is assigned in the District Notifications will be sent to field, found on this tab. Notifications are triggered when campuses submit campus requisitions. They are not triggered when the district creates/submits a campus requisition from the district view.
Turn On an Email Notification
- Click on
Tools, located in the Navigation Bar.
- Click on
District Preferences, located under the "Global Tools” subcategory. This opens the "Preferences” page.
- Select the Email Notification tab.
- Click on
Select for the desired email notification(s) to enable them.
- Click on
Save.