It is possible to send an E-mail every week or month, for example to the responsible user about the progress last week, showing how many Candidates, matches and Job orders have been created.
With help of a Trigger the information can automatically be sent at self chosen times/dates.
Method
Preparation
In order to show the information the template Weekmonitor template is needed.
This template can be found in the Template library and must be made available before it can be used for the first time.
Install E-mail template "Weekmonitor"
Go to 'Maintenance' | 'Templates'
Click on the button [Library]
In the libary go to the User (overview)
Click [Install] behind WeekMonitor Template
Log the Administrator off and log in in order to edit the template.
Edit weekmonitor template
Before the Weekmonitor template can be used, two things must be configured.
Add the E-mail address of the person who has to receive the information
Configure the Trigger to send the information on the set time
Add E-mail addresses
Open the installed Weekmonitor template:
Go to 'Maintenance' | 'Templates'
Search on name Weekmonitor
Open the template
Search in the field content on the first line of the existing code:
<cs:let name="recipient" value="-empty-">
Replace "-empty-" with the E-mail address of the person who has to receive the weekmonitor on the set dates. It is possible to add multiple E-mail addresses to the Weekmonitor by separating the E-mail addresses with a comma.
Example If the receiver is 'johndoe@carerix.com', the code will look like this:
<cx:let name="recipient" value="johndoe@carerix.com">
For multiple recipients:
<cx:let name="recipient" value="johndoe@carerix.com, kevin@carerix.com, michael@carerix.com">
Save the template.
Configure weekmonitor trigger
Go to 'Maintenance' | 'Triggers'
Choose New
Fill in the name (for example: Weekmonitor)
Choose behind 'if event' whether this should be send on daily, weekly or monthly basis.
Choose the day
Choose behind Then action [Send E-mail from template with code...]
Behind that, type weekmonitor
Test the weekmonitor
Perform the next steps to test the weekmonitor:
Go to 'Management' | 'Users'
Choose E-mail... Weekmonitor (in the upper bar)
Typ eg. your own E-mail address to send the report as a test
Make the weekmonitor invisible
Because the weekmonitor template is configured on a trigger basis, it is not necessary to make this template visible for users. This way you make it invisible:
Go to 'Maintenance' | 'Templates'
Search the relevant template, open it and uncheck the checkbox behind visible.
This status can not influence the consigning of the weekmonitor to the person at whom it is directed.
Hint:
You have the possibility to uncheck certain user roles under 'Available for'.
The template will now only be available for eg. the Administrator. The most important reason for this option is that the weekmonitor contains information about all users. It could be that a manager have the preference that not all other users have access to this information.
Custom made Weekmonitor
Carerix can design the Weekmonitor to your very specific desires.
You can send your clear and specified wishes to our Customer Success Team.