Uploaded image for project: 'Document Management System'
  1. Document Management System
  2. DMS-31

End User to Receive Delinquent Email Notification

    Details

    • Type: New Feature
    • Status: Done
    • Priority: Medium
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: Winter release
    • Labels:
      None

      Description

      Overview:
      Allow end users to receive an email notification when they have a documents that are overdue/pending they need to complete.

      Entry:

      • End user opens email.

      Acceptance Criteria:
      *IF I am an end user, I will receive an email that I still have pending documents I need to complete.
      *IF I am an end user, I will receive this email 1 week after the first email was sent to me (5 business days).
      *IF I am an end user, the email will have a button to link me directly into the portal to sign.

      Updated Requirements (03/28/2019):

      1. The admin shall be able to determine how many days delinquent emails are sent to the assignee
        • Delinquent emails will be send x number of days after the form is assigned and the same x number of days after each email.
          • Ex: If 5 days are selected, then emails are sent every 5 days as long as the assignee has not declined or submitted the form.
      2. Delinquent emails shall stop being sent 30 days after the first delinquent email is sent.

      Exit:
      *End user closes email.

        Attachments

          Activity

          Hide
          priya.dhamande Priya Dhamande (Inactive) added a comment -

          Hi Molly Ronovsky,

          Can you please review the same.

          Swapnil Pandhare Samir

          Show
          priya.dhamande Priya Dhamande (Inactive) added a comment - Hi Molly Ronovsky , Can you please review the same. Swapnil Pandhare Samir
          Hide
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - - edited

          Priya Dhamande

          I have said this in a few tickets, but depending on when the documents were sent, some open directly, while others give me the login page.
          As well, I think there needs to be more logic around the reminder. As I have been getting it every single day with no limit. Is there a limit we put on? Meaning after sending X amount of times, we stop trying? Also, what time is that email sent out? Are we basing the days on account settings or the 5 days?

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - - edited Priya Dhamande I have said this in a few tickets, but depending on when the documents were sent, some open directly, while others give me the login page. As well, I think there needs to be more logic around the reminder. As I have been getting it every single day with no limit. Is there a limit we put on? Meaning after sending X amount of times, we stop trying? Also, what time is that email sent out? Are we basing the days on account settings or the 5 days?
          Hide
          priya.dhamande Priya Dhamande (Inactive) added a comment -

          Molly Ronovsky,

          With the current implementation, Registration process is skipped and new user will login with guest user only.

          And for the delinquent email, service runs every day in  midnight between 12 to 1. Please let us know if you need to stop the service. With stopping the services, no one will be receiving the email.

          Swapnil Pandhare Ganesh Sadawarte Samir 

          Show
          priya.dhamande Priya Dhamande (Inactive) added a comment - Molly Ronovsky , With the current implementation, Registration process is skipped and new user will login with guest user only. And for the delinquent email, service runs every day in  midnight between 12 to 1. Please let us know if you need to stop the service. With stopping the services, no one will be receiving the email. Swapnil Pandhare Ganesh Sadawarte Samir  
          Hide
          molly.ronovsky Molly Ronovsky (Inactive) added a comment -

          Priya Dhamande, thanks.

          I told Robert Malony to look at this with you all, as we might want to put in a rule that says to stop after so many attempts, etc.

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - Priya Dhamande , thanks. I told Robert Malony to look at this with you all, as we might want to put in a rule that says to stop after so many attempts, etc.
          Hide
          Robert.Malony Robert Malony (Inactive) added a comment -

          Hi Priya Dhamande,

          Molly Ronovsky and I talked about this around a few new options:

          1. Add a control to determine after either so many days or so many emails that are sent, they stop sending.
          2. Control the frequency in which they are sent based on the day in which a delinquent email was last sent.

          Would like to explore this ticket more on 3/28/2019 call.

          Thanks,

          Robert

          Show
          Robert.Malony Robert Malony (Inactive) added a comment - Hi Priya Dhamande , Molly Ronovsky and I talked about this around a few new options: Add a control to determine after either so many days or so many emails that are sent, they stop sending. Control the frequency in which they are sent based on the day in which a delinquent email was last sent. Would like to explore this ticket more on 3/28/2019 call. Thanks, Robert

            People

            Assignee:
            priya.dhamande Priya Dhamande (Inactive)
            Reporter:
            molly.ronovsky Molly Ronovsky (Inactive)
            Developer:
            Ganesh Sadawarte (Inactive)
            Votes:
            0 Vote for this issue
            Watchers:
            8 Start watching this issue

              Dates

              Created:
              Updated:
              Resolved:

                Time Tracking

                Estimated:
                Original Estimate - 0h
                0h
                Remaining:
                Remaining Estimate - 0h
                0h
                Logged:
                Time Spent - 26.25h
                26.25h