Introduction

Email Notifications are managed via the itris Management Utility (IMU) Utilities area.

Before any Email Notifications can be created, SMTP details must first be configured for the email account that will be used to send the notifications, please see the Utilities | SMTP Details article for more information.

You can set up multiple of each email notification type (Placement and Terms) to ensure the right people are emailed for the relevant scenario.

For both Placement Notifications and Terms Notifications you have the option to attach a copy of the email to the placement/company record respectively. This will be applicable where placements/terms are created or modified/updated. The attachment will be an HTML file.

Placement Notifications

Placement notifications allows you to alert those that need to know when a placement meets any of the three Placement trigger points. These trigger points are:

Placement Created
Placement Modified (please see below for more information on this)
Placement Deleted

Once a Placement Notification has been created and enabled, emails will start to be sent when the trigger points are met.

Managing Placement Notifications

There are three trigger points for sending a Placement Notification email; Placement Created, Placement Modified, Placement Deleted. At least one of these will need to be selected, though selecting none behaves the same as selecting all.

Firstly, a Work Type will need to be set, selecting none behaves the same as selecting all.

If Contract or Temporary are selected you have a further three options to cater for the Fee Type.

Fixed Fee - placements with a one-off charge.

Interval Charge - placements that has an interval (hourly or daily) charge.

Fields triggering a Placement Modified email

In terms of Modified Placements, there are certain fields that are monitored for changes that will initiate a Placement Modified Notification:

Job Title
Start Date
End Date
Filled By User
Invoice Contact
Invoice Address
Employment Type
Trading Company
Purchase Order Number
Did Not Start
Rates (changes to any of the following)
- Rate Name
- Payment
- Charge
- Start Date
- End Date
- Start Time
- End Time
- Days Applicable
Split Fees (changes to any of the following)
- Recipient
- Percentage

The changes to these fields are tracked in the modified placements email, so the previous (displayed in red text) and new value (displayed in green text) will be displayed to highlight the change. If a change is made to any of the other fields displayed within the modified placement email an email will not be triggered, however the latest data will be detailed in any modified placement emails.

Placement notification emails can be set to be sent only if certain users are set as the Filled By User or be left blank which equates to all users.

Finally, you will need to add in the email address(es) for the email notifications to be sent to (these do not have to be itris users but do need to be valid email addresses).

Terms Notifications

Terms Notification emails means the relevant people can be informed if any of the three Terms trigger points are met. These trigger points are:

Terms Created
Terms Modified (term status type only)
Terms Cleared.

Once a Terms Notification has been created and enabled, emails will start to be sent when the trigger points are met.

Managing Terms Notifications

There are three trigger points for sending a Terms Notification email; Terms Created, Terms Modified, Terms Cleared. At least one of these will need to be selected, though selecting none behaves the same as selecting all.

The Status Type will also need to be selected, and as with the triggers above, selecting no status types behaves in the same way as selecting both status types.

itris Company Terms Status’ are one of two Status Types, either Proposed or Agreed. You can have multiple statuses under each type, for example under the type “Agreed” you might have the statuses “Standard Terms” and “Sole Supplier Terms”. The type of a status is easily identified in itris by the coloured ellipse, Proposed Type Statuses show with an orange ellipse, and Agreed show with a green ellipse. See the Data | List Items article for more information.

With the Status Type setting, a notification email will only be sent when either the existing or the new terms status matches the status type(s) selected.

For example, the trigger is set as Terms Modified and the status type of Proposed Terms is ticked.

If a user changes a set of Terms from Standard Terms to Sole Supplier Terms (both Agreed Status Types) you won’t get a notification. But if the user changes Terms from Sent (a Proposed Type) to Standard (an Agreed type) then you will be notified as the existing status type matched the selection. Additionally the change to the terms status is tracked in the modified terms email, so the previous terms status (displayed in red text) and new terms status (displayed in green text) will be displayed to highlight the change. If a change is made to any of the other fields displayed within the modified terms email an email will not be triggered, however the latest data will be detailed in any modified terms emails.

In addition to the Triggers & Status Types you can set for notification emails to be sent only if certain users are set as the Negotiating User or leave it blank which equates to all users.

Finally, you will need to add in the email address(es) for the email notifications to be sent to (these do not have to be itris users but do need to be valid email addresses).

Agent Tasks

Emails will be sent between 5 - 15 minutes after the trigger has occurred, the minimum of 5 minutes prevents multiple successive changes generating multiple emails. Please see the Agent Tasks article for more information.