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The Message Alert Scheduler Feature allows CAREWare administrators to send out email or user messages based on their selection of recipients and performance measures. It supports:
- Notification about clients who match the Performance Measure
- Sending user messages to a single user
- Sending email to a single recipient
- Sending user messages/email to Form Employees
- Sending user messages/email to Eligible Users
Accessing the Message Alert Scheduler
The Message Alert Scheduler can be accessed from Central Admin or a Provider by following these instructions:
- Click Administrative Options.
- Click Message Alert Scheduler.
Adding Message Alerts
Adding new Message Alerts can be done within the list view for Message Alert Scheduler:
Message Alerts Setup Screen
The setup screen for Message Alerts changes depending on who the Message Recipient is. However, some elements still remain present no matter the recipient.
Provider: If done in Central Admin, all available providers will be listed. This setting is used to determine the client list and where to run the performance measure.
Performance Measure: A list of available Performance Measures
Message Type: A selection of whether to send it out as an Email or User Message
Client Identifier: If both Email and Form Employees are selected as the Message Type and Message Recipients, then this list unlocks with three options: Client ID, Encrypted URN and URN. The email will contain this information when sent.
Subject (for email): If Email is selected for message type, then subject will become available. A subject must be entered.
The following section is divided into the different types of Message Recipients and what information they would need in order to function.
User: When User is selected as the Message Recipient, a new combo box called User will appear. This combo box lists all the available users. The selected User will be the only one to receive a message. Note: As of Build 157, You cannot send an email with User selected as a Message Recipient.
Email Match: When this is the selected Message Recipient, a text input box called email address will appear, prompting a user for an email address. Note: As of Build 157, you cannot send a user message with Email Match selected as a Message Recipient.
Form Employees: When this is the selected Message Recipient, a combo box called Form Design will appear, which contains all the available forms. The message will be sent to employees selected on the specified form. If Message Type is also set to Email, then Client Identifier becomes available.
All Eligible Users: No Additional Information is needed for this selection. However, the messages will only be sent to users who have the permission Receive User Messages, a provider-level permission that can be assigned to user groups or individual users.
To assign this permission to a user navigate to:
- Click Administrative Options.
- Click Provider User Manager.
- Click Manage Users.
- Click Select User.
- Click Manage Permissions.
- Search for Receive User Messages.
Message Alert Summary Screen
After selecting a message alert or adding a new one, you’ll be taken to the summary screen. Here you can edit the alert, manage the frequency, set columns for the main menu link and send alerts.
Set Columns For Main Menu Link
New alerts will have the default columns of URN, Last Name, and First Name. New Report fields can be added and managed through this screen. For more information, view this page for Custom Reports: Creating Custom Reports.
Set Alert Frequency
This screen allows you to set the frequency of the alert sent out to users.
Send Alert Now
This link will send out messages once clicked. It will match the criteria of your settings and will notify you when the message has been sent.
