Creating Scheduled Client Alerts

You can schedule client email alerts for users using the Security module in Sandata EVV. Your specific configurations may be different depending on your state program.

1. Select Security>Alert Settings>Setup Work Schedules from the menu.

   

   Select Search to view created and default schedules. This step is necessary to make sure there is a schedule present. For example, the default schedule is 9 AM to 5 PM, Monday through Friday. The user will receive alert notifications for identified clients during those times only. You are also able to create work schedules.

   

2. Go to Security>Manage Users. Select the Bell () in the Actions column for the user you would like to set up email alerts for.

   

   

3. Next, identify the clients you would like the user to receive alerts for. You can select the All toggle for all clients, including future clients, or select certain clients or all current clients. Then, select Save Changes.

   

4. Now, select the user to edit.

   

5. Select the work schedule you wish to use. Then, select User Contact Info.

   

6. Selecting User Contact Info will bring you to Setup Agency Account’s Emails. You’ll notice the username will now contain the user’s email address you were previously editing. Select Create.

   

7. Complete the required information. Select the Contact type and fill in the email address. The email address can be different than the user’s email address they use to log in.

   

   

8. Select Enabled to send email alerts. Select Active at Business Hours to alert the user during the hours identified in the schedule chosen. You can also select Active at non-Business Hours to alert the user outside of the scheduled hours.

   

9. To send a test email, select Send Test Message. Then, select Save.