Locations: 

  • Student "Student Name": Financial → FA Tracking Form page
  • Financial Reports → FA Tracking Report


Users with the following permissions: 

  • Financial → FA Tracking Form: View FA Tracking Forms
  • Financial → FA Tracking Form: View FA Tracking Report

Case:

In order to remind users to review some FA tracking forms, it's necessary to write emails manually. It is inconvenient and takes a lot of time. 

Problem:
How to remind users to review FA tracking forms quickly and conveniently?

 

Solution:

The ability to send email notifications about FA tracking forms to users was added. In order to remind users to review some FA tracking forms, it's necessary to write emails manually. It is inconvenient and takes a lot of time.

If you need to send a reminder about a single FA tracking form, follow these steps:
  1. Open the Student "Name": Financial - FA Tracking Form page.
  2. Click on the Send Email Notification button below the Tracking Form Data panel:



    3. In the Send Email Notification pop-up panel:

    • Choose Recipients to send email notifications to.
      Note: Only users with permissions to view FA tracking forms are available in the drop-down list.
    • Choose Academic Years.
    • Enter a Message which will be added to the email and will help recipients to understand why they receive this email notification.
    • Click on the Send button:


       


      4. Recipients will receive email notifications that look like this:



If you need to remind about multiple FA tracking forms, follow these steps:
  1. Open the FA Tracking Report page
  2. Check the needed rows and click on the Send Bulk Email Notifications item in the Actions drop-down menu below the FA Tracking Report panel:



     

  3. In the appeared Send Bulk Email Notifications: Step 1 of 2 pop-up panel:

    • Choose Recipients to send email notifications to.
      Note: Only users with permissions to view FA tracking forms are available in the drop-down list.
    • Enter a Message which will be added to the email and will help recipients to understand why they receive this email notification.
    • Click on the Next button:


       

  4. In the appeared Send Bulk Email Notifications: Step 2 of 2 pop-up panel do the following:

  • Adjust Recipients for each row, if needed.
  • Click on the Send button:


    Recipients will receive email notifications that look like this:


Available since GEGI v4.6.0 (view release notes)