To create a new automated communication

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The procedure to create a new automated communication is as follows:

  1. Navigate to Quick Menu > Communication Engine > Communication > Automated Communication. The Automated Communication Creation window is displayed.
  2. Expand a module and select an associated entity from the alphabetical list, or type its name into the Search entities field 1.
  3. Click on Add Automated Communication. The Entity field is populated with the selected entity e.g. Repairs Request, and all other fields are activated ready for data entry.
  4. Enter the Routine name into the field provided i.e. the name of the automated communication 1.
  5. Using the Communication name drop-down field, select an appropriate communication definition 2.
  6. Using the Companies drop-down field, multi-select all companies for which this automated communication is relevant, or choose the All option, as required 2.
  7. Choose an Effective from date for this automated communication i.e. the date on which it came into effect 3.
  8. Choose an Effective to date if the automated communication is to be time bound; a blank field means the communication will never expire.


Tip

1 To aid in identification purposes, it is good practice to devise and uphold a consistent naming convention for all automated communications.

2 Where only a small number of parameter values are not required, activate the All tick box first and then de-select individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is de-selected.

Note

1 The Search entities field will match against any element of the entity name.

2 All components of a communication - the format, the style, the recipient-specific fields (merge tags), the output channels (Letter, Email, Text Message), the designated queue - are controlled within the communication definition. Only communications defined as Scheduled and relevant to the chosen Entity will be available for selection.

3 The Effective from date defaults to the current system date and cannot be left blank.


See related topics...

Automated communications creation overview

To assign conditions to an automated communication

To assign post events to an automated communication

Communication definition management overview