This article explains how to configure email notifications in Asset Management. District administrators can use the “E-Mail Notifications” section under "Management Quick Links" to control when the system sends email alerts for audits, collection, distribution, status approvals, status changes, tag due dates, transfers, and warehouse transfer requests.
- Navigation:
- Admin View
- "Management" Quick Links
- E-Mail Notifications
When you open E-Mail Notifications, the “Audits” panel displays first by default.
Audits
Click the Audits drop-down within “E-Mail Notifications” if it is not already selected.
Audit Compliance Notifications
All audit compliance options are disabled by default.
- Notify Site when Audit is Approved — Sends an email to the primary site contact with a link to the "Audit Compliance" report when an audit is approved
- Notify Audit Creator when Audit is Approved — Sends an email with a link to the "Audit Compliance" report when an audit is approved
- Notify Audit Approver when Audit is Approved — Sends an email to the audit approver with a link to the "Audit Compliance" report when an audit is approved
Audit Due Date Notifications
All due date notification options are disabled by default.
- Notify Site of Audit Due Date (Nightly) — Sends a nightly email to the site contact about the due date for district-assigned audits. Once the due date passes, the email is no longer sent.
- Notify Every ___ Day(s) Until Due Date — Sends reminders at the interval you specify. If left blank, the system sends the email nightly.
- Begin Notification ___ Before Due Date — Starts reminders the specified number of days before the due date.
- Notify Site when Audit is Past Due (Nightly) — Sends a nightly email to the site contact when a district-assigned audit is past due. Once the audit is approved, the email stops.
- Notify Every ___ Day(s) Until Audit is Approved — Sends reminders at the interval you specify. If left blank, the system sends the email nightly.
- Notify District when Audit is Past Due (Nightly) — Sends a nightly email to the audit creator when district-assigned audits for their site are past due. Once the audit is approved, the email stops.
- Notify Every ___ Day(s) Until Audit is Approved — Sends reminders at the interval you specify. If left blank, the system sends the email nightly.
Click Save when you finish updating settings.
Click here to see image example.
Collection
Click the Collection drop-down within “E-Mail Notifications.”
All collection receipt notification options are disabled by default.
- Allow Sites to E-Mail Receipts to Staff — Lets sites send Collection Transaction Receipts to selected staff members
- Allow Sites to Send E-Mail Receipts to Students/Parents — Lets sites send Collection Transaction Receipts to selected students
- Automatically Send Receipts Nightly — Automatically sends collection receipts for items collected in the previous 24 hours to the selected recipients
- Email Notification For — Choose Staff, Students, or Parents from the drop-down menu.
- Subject Line — Enter the email subject line for each enabled notification type.
- Text Editor — Enter the email message body.
Click Save when you finish. You can also enter an email address and click Send Test E-mail.
Distribution
Click the Distribution drop-down within “E-Mail Notifications.”
All distribution receipt notification options are enabled by default.
- Allow Sites to E-Mail Receipts to Staff — Lets sites send Distribution Transaction Receipts to selected staff members
- Allow Sites to Send E-Mail Receipts to Students/Parents — Lets sites send Distribution Transaction Receipts to selected students
- Automatically Send Receipts Nightly — Automatically sends distribution receipts for items distributed in the previous 24 hours
- Email Notification For — Choose Staff, Students, or Parents.
- Subject Line — Enter the email subject line.
- Text Editor — Enter the message body.
Click Save when you finish. You can also click Send Test E-mail.
Status Approvals
Click the Status Approvals drop-down within “E-Mail Notifications.”
- Lost — Sends an email notification when a tag status changes to "Lost"
- Stolen — Sends an email notification when a tag status changes to "Stolen"
- Please Select Email Recipient — Choose who receives notifications:
- District Admin/User — Select from Please select User.
- Primary Site Contact — Sends to the primary site contact
- Site Admins — Sends to all site administrators
Click Save.