|
Subscribing to a Notification |
Top Previous Next |
|
To subscribe to a subscription event:
1. Log in with your username 2. Select the specific notification subscription you want to subscribe to 3. Select a Delivery Method for that notification subscription 4. Save the notification subscription 5. An "event" occurs that results in the Generator (either internal or external if networked) than initiating the notification about that event 6. If experience an issue...
1. Log in with your AyaNova username
In the example below, the example user Hank has logged in, so it shows Hank Rearden in the navigation pane on the left when he logs into AyaNova
2. Select the specific notification subscription you want to subscribe to
a. Move to the Notification Subscriptions grid
b. Select
c. Select the Event Type you wish to subscribe to and select the OK button
3. Select a Delivery Method for this notification subscription you have selected
a. If one or more method of notification delivery has been set up already, than click on the Add Delivery Method button
b.i If no methods of notification delivery (memo, email, etc) has yet been set up, you will receive the following message
A notification delivery method is “how” AyaNova will notify you – i.e. popup, memo, email, SMS text messaging, and with that “how” additional settings.
b.ii The Notification Delivery Methods window opens.
b.iii Select the Physical Delivery Method (this tells the Generator how you want to be notified)
b.iv Name field is where you enter in text identifying this delivery method for yourself
b.v Address field is where you enter the address if an Internet mail account (i.e emailaddress@domain.com) or SMS enabled device (i.e. 5559998888@mymobiledevice.com)
b.vi Message Format is where you indicate if you want the notification to be sent in its internal Full Format (all possible information internally coded to be sent), or Brief Format (minimal text)
If you have selected a Physical Delivery Method of SMS Enabled Device, it is recommended to use the Brief Compact because your device may be limited in the number of characters it can receive.
b.vii Maximum Characters only need to be set if had selected SMS Enabled Device, otherwise leave at 0 to indicate no maximum
You will note a reminder of any required fields needed to be entered
b. vii If you do not care when you are notified – leave the checkmark
To save and close out of the Delivery Methods grid, select the X in the upper right hand corner
d. You can set up as many different Notification Delivery Methods as needed, as you will select the specific you want for any Notification Subscription.
e. Now that you have made at least one Notification Delivery Method, select a Notification Delivery Method for this event subscription
4. Save the notification subscription
5. An "event" occurs that results in the Generator (either internal or external if networked) generating the notification about that event
a. In our example steps above, the user Hank will be notified via an AyaNova popup notification when a client's contract 10 days before the client's contract Expiry date set in that client's entry screen.
For example, a new client is created and a contract is selected for the client with an Expiry Date of 01/09/2009, so
Hank will be notified 10 days before which is December 31 2008 via internal AyaNova memo
6. If experience an issue....
1. User logs in, but there is not Notification Subscriptions selection in their username navigation pane
For example, Hank first logs in, but there is only Memos selection available in his navigation pane
This means that the AyaNova Administrator needs to add the security group right Read/Write/Delete to Object.Notifications to the security group Hank is a member of
Now Hank logs in again, and he now has the Notification Subscriptions grid available
2. No notification occurs
A. If running AyaNova in stand-alone single computer configuration, confirm that you are not logged in as the AyaNova Administrator. The Generator only runs when logged in as other than the AyaNova Administrator
B. If running AyaNova in a network configuration, confirm that you have successfully set up the network Generator as per the Network Generator installation steps
C. Confirm your subscription steps
D. Check the Notification Logs (last 7 days) grid to see if it shows an error for the notification
E. If unable to determine the issue, be sure to provide confirmation of each of the above (send your actual steps, confirmation, screenshots etc) so that we can help you troubleshoot.
NOTE: you can add multiple delivery methods for each subscription event - i.e. you can be notified via internal AyaNova memo, as well as external email
NOTE: a delivery method of AyaNova Memo or Popup Message will be delivered regardless whether the user is logged in or not.
NOTE: if delivery methods for that subscription event are all invalid at that day and time, AyaNova will keep that event in its list until a valid delivery method occurs.
See also: Event Generator (to set up the Event Generator for network use, as well as to test) Notification Deliveries (last 7 days) grid (what you view to see if any errors or issues with a notification)
|