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  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
          swapnil.pandhare Swapnil Pandhare (Inactive) added a comment -

          Hi Molly Ronovsky ,

          Can you please update on below ?
          Will this notification be sent only once after 1 week from sent form date ?
          Also, will there be any configuration screen for this ?

          Thanks,
          Swapnil P.

          Show
          swapnil.pandhare Swapnil Pandhare (Inactive) added a comment - Hi Molly Ronovsky , Can you please update on below ? Will this notification be sent only once after 1 week from sent form date ? Also, will there be any configuration screen for this ? Thanks, Swapnil P.
          Hide
          molly.ronovsky Molly Ronovsky (Inactive) added a comment -

          Swapnil Pandhare we would like the client to be able to decide how/when candidate's, etc. should be getting this email. So can you pleaese make a configurable option?

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - Swapnil Pandhare we would like the client to be able to decide how/when candidate's, etc. should be getting this email. So can you pleaese make a configurable option?
          Hide
          aruna.raheja Aruna Raheja added a comment -

          Molly Ronovsky : I think UX will be same as DMS-30

          Show
          aruna.raheja Aruna Raheja added a comment - Molly Ronovsky : I think UX will be same as DMS-30
          Hide
          molly.ronovsky Molly Ronovsky (Inactive) added a comment -

          Aruna Raheja Yes - but again, should be editable on the backend by client.

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - Aruna Raheja Yes - but again, should be editable on the backend by client.
          Hide
          swapnil.pandhare Swapnil Pandhare (Inactive) added a comment -

          Thanks Molly Ronovsky and Aruna Raheja.
          Attaching mockup cleared the queries.

          Show
          swapnil.pandhare Swapnil Pandhare (Inactive) added a comment - Thanks Molly Ronovsky and Aruna Raheja . Attaching mockup cleared the queries.
          Hide
          aruna.raheja Aruna Raheja added a comment -

          Swapnil Pandhare : I think you need me to attached mockups here again? Kindly confirm.

          Show
          aruna.raheja Aruna Raheja added a comment - Swapnil Pandhare : I think you need me to attached mockups here again? Kindly confirm.
          Hide
          samir Samir added a comment - - edited

          Hi @aruna,

          *IF I am an end user, I will receive this email 1 week after the first email was sent to me (5 business days).

          Please let us know where this 1 Week input will come from. Do we need to have this on preferences page?

          Regards,

          Samir

          Show
          samir Samir added a comment - - edited Hi @aruna, *IF I am an end user, I will receive this email 1 week after the first email was sent to me (5 business days). Please let us know where this 1 Week input will come from. Do we need to have this on preferences page? Regards, Samir
          Hide
          Ganesh.sadawarte Ganesh Sadawarte (Inactive) added a comment - - edited

          Todays Task's 11/19/2018

          • Discussion with Nandkumar & Ramya 
          • Created class library for scheduler
          • Started writing of store procedure to fetch details.

          Swapnil Pandhare While doing analysis on this we come up with below question.

          • Where should we kept the configuration of email reminder. For example 
          • How many reminder need to send
          • Is Schedule vary for as per documents. like some document need daily or some need twice in day.

          Let us know you view on this.

          CC-Ramya Tantry,Nandkumar Prabhakar Karlekar

          Thanks,
          Ganesh

          Show
          Ganesh.sadawarte Ganesh Sadawarte (Inactive) added a comment - - edited Todays Task's 11/19/2018 Discussion with Nandkumar & Ramya  Created class library for scheduler Started writing of store procedure to fetch details. Swapnil Pandhare While doing analysis on this we come up with below question. Where should we kept the configuration of email reminder. For example  How many reminder need to send Is Schedule vary for as per documents. like some document need daily or some need twice in day. Let us know you view on this. CC- Ramya Tantry , Nandkumar Prabhakar Karlekar Thanks, Ganesh
          Hide
          Ganesh.sadawarte Ganesh Sadawarte (Inactive) added a comment -

          Today's Tasks 11/20/2018

          • We have faced issue on MySQL version which is installed on local environment which were not supported more frequently used features like (Partition BY, CTE)  so due to this not able work  more on writing store procedure.
          • Will continue this tomorrow as Our DBA is going to install new version of MySQL on development environment.

          CC-Swapnil Pandhare,Ramya Tantry,Nandkumar Prabhakar Karlekar

          Thanks,
          Ganesh

          Show
          Ganesh.sadawarte Ganesh Sadawarte (Inactive) added a comment - Today's Tasks 11/20/2018 We have faced issue on MySQL version which is installed on local environment which were not supported more frequently used features like (Partition BY, CTE)  so due to this not able work  more on writing store procedure. Will continue this tomorrow as Our DBA is going to install new version of MySQL on development environment. CC- Swapnil Pandhare , Ramya Tantry , Nandkumar Prabhakar Karlekar Thanks, Ganesh
          Hide
          Ganesh.sadawarte Ganesh Sadawarte (Inactive) added a comment -

          Today's Task 11/21/2018.

          • Script writing is completed to fetch data
          • Script call from class library completed.
          • Tested by scheduling on local environment

          Pending Point.

          • Send reminder by mail after this logic. will use common logic for this.
          • Fetch Attachment data against send forms 

          CC-Swapnil Pandhare

          Show
          Ganesh.sadawarte Ganesh Sadawarte (Inactive) added a comment - Today's Task 11/21/2018. Script writing is completed to fetch data Script call from class library completed. Tested by scheduling on local environment Pending Point. Send reminder by mail after this logic. will use common logic for this. Fetch Attachment data against send forms  CC- Swapnil Pandhare
          Hide
          Ganesh.sadawarte Ganesh Sadawarte (Inactive) added a comment - - edited

          Today's Task 11/22/2018.

          • Email reminder functionality with completed with static configuration
          • Script is fully completed.
          • Tested on local environment by create task on task scheduler email is sending.
          • Used common email functionality.

          Pending Point.

          • Fetch email configuration from settings page. like after how many days reminder need to send. So this can done after DMS-33 completed so i have create sub task DMS-155 for same.

          Sending this for code review.

          CC-Swapnil Pandhare  

           

          Show
          Ganesh.sadawarte Ganesh Sadawarte (Inactive) added a comment - - edited Today's Task 11/22/2018. Email reminder functionality with completed with static configuration Script is fully completed. Tested on local environment by create task on task scheduler email is sending. Used common email functionality. Pending Point. Fetch email configuration from settings page. like after how many days reminder need to send. So this can done after DMS-33 completed so i have create sub task DMS-155 for same. Sending this for code review. CC- Swapnil Pandhare    
          Hide
          jayshree.nagpure Jayshree Nagpure (Inactive) added a comment -

          Test execution for this ticket is on hold as it has dependency with DMS-33.

          cc - Priya Dhamande

          Show
          jayshree.nagpure Jayshree Nagpure (Inactive) added a comment - Test execution for this ticket is on hold as it has dependency with DMS-33 . cc - Priya Dhamande
          Hide
          jayshree.nagpure Jayshree Nagpure (Inactive) added a comment -

          Ganesh Sadawarte As we have observed one issue related to this. refer DMS-380.
          Currently assigning this to you .Please assign me back this ticket when DMS-380 will get fixed.

          Thanks,
          Jayshree

          cc - Priya Dhamande Swapnil Pandhare

          Show
          jayshree.nagpure Jayshree Nagpure (Inactive) added a comment - Ganesh Sadawarte As we have observed one issue related to this. refer DMS-380 . Currently assigning this to you .Please assign me back this ticket when DMS-380 will get fixed. Thanks, Jayshree cc - Priya Dhamande Swapnil Pandhare
          Hide
          Ganesh.sadawarte Ganesh Sadawarte (Inactive) added a comment -

          This DMS-380 is fixed and deployed.

          Show
          Ganesh.sadawarte Ganesh Sadawarte (Inactive) added a comment - This DMS-380 is fixed and deployed.
          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

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              Updated:
              Resolved:

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