Notification Management
- Dona Safui (Unlicensed)
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Revision History
Version | Date | Author | Designation | Description of change |
Draft | Jul 12, 2020 | @Dona Safui (Unlicensed) | Technical Writer | User Manual creation |
Overview
DR Trade application has a provision to send notifications to its users based on a specific action performed by him or activity related to his area of work. Events mechanism works based on the configurations.
Notification Management
The option to manage notifications is available only for DR Trade admin. DR Trade admin uses this form to create various types of notification groups based on the business needs. He/she shall create the notification group using different combination from the below three parameters
Client Type: Details of different types of clients
Service Category: Logical grouping of services
Service Names : Details of all services as per the service category selected
Steps to Manage Notification:
Login to DR Trade application.
Go to Configure -->Settings -> Notification Management
The Notification Management search screen is displayed; click the "+" icon to create a new Notification group.
Complete the form
Select the client type, Service Category and Service Name. Click on Apply button to proceed.
Click on the apply button. It will display all the services with various actions and the notification channels.
Provide Notification Name to save a notification configuration. Use the notification Category dropdown box to select/deselect a group of channels from all services.
Note:
Click the Reset button to erase all the data entered.
Click the Back button to go back to the Truck Registration search screen.
The notifications shall be customized further on each service events level, using the toggle button given against service events or against each channels
After entering all the mandatory fields, click the Submit button to save the data and a pop up window will display for the confirmation. Click the Ok button to confirm.
After the successful submission confirmation screen is displayed as below along with the configuration details.
Modify Notifications Management
In the Navigation panel, go to Configure->Notification Management. On the search page, enter the search criteria in the respective fields, and click the Search button.
Once the search result is displayed, click the Notification ID to view/amend or cancel it.
Note: Modification to an existing Notification is allowed only when the notification is not used in any of the price plan.
Click the Edit button to modify the details.
Modify the respective fields and click the Submit button to save the changes.
The confirmation message pop-up window is displayed. Click the Ok button to confirm.
Cancelling the Notification
Enter the search criteria in the respective field and click the Search button.
The search result is displayed. Click the Notification ID to continue.
Note: Cancellation of an existing notification is allowed only when the notification is not used in any of the price plan.
Click the Cancel button to Cancel the Notification.
The remarks have to be entered to complete a cancel action. Click Submit button to cancel the notification.
On successful completion system display the confirmation message as below.
