Don't be intimidated by the rule above: it's simpler than it looks. This rule is an training reminder for an annual inservice occurring on September 9, 2011 . It sends an e-mail reminder 1 day before the starting time of the training to the volunteer.
Field name |
Description |
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Description |
A description, for your own use, of this rule. |
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Order |
Lower-numbered rules are executed before higher-numbered rules. |
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Inactive |
If checked, this rule is not used. Great for disabling a rule without deleting it. |
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Reminder for what |
Assignments, Interviews (as interviewer), Interviews (as interviewee), Trainings |
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Jobs, Locations |
Only trainings which have one of these jobs and are at these locations will match the rule. A blank filter here will work with any job/location. |
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Starting between |
The training must start between these times of the day. Use 12:00AM to 11:59PM to match all times. |
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Ending between |
The training must end between these times of the day. Use 12:00AM to 11:59PM to match all times. |
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Minimum start date, Maximum start date |
Only trainings starting on or between these dates will match. |
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Days of the week |
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People types, Groups |
These filters apply to the people in the assignments rather than the trainings themselves. |
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Send notifications |
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Template
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Discard if closer than |
If the notification hasn't been generated, or has been generated but not sent by this distance from the training's start, VSys will either not generate the notification, or if it's been generated, won't send it. Note: changing the rules here after a notification has been generated will not change its delivery or non-delivery. |
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If this rule applies... |
If checked, a training which matches this rule will continue on to the rules below this one. Use this, for example, to send out one e-mail at 30 days and another at seven by having one rule for each distance. |
While the e-mail and SMS notifications have filters on how long before and how close in the reminders can go out, these are filters - not rules. If a training matches the rules for Job, Location, Starting between, Ending between, Minimum start date, Maximum start date, People types and Groups, but does not meet either or both of the SMS and e-mail filters, the rule here is considered to have been matched and VSys will not continue on to later rules unless If this rule applies... has been checked.
Once a training reminder has been generated for a training based on a rule and method (SMS or e-mail), VSys will not run the same rule and method again for that training. As above, the rule will still be considered to have been met and so later rules won't be run unless you specifically enable that.
VSys uses the "trace" table to keep track of what reminders have been generated. If you drop or empty that table, or use the Trace Purge tool on recent records, VSys may lose track of which trainings have been sent their notifications!