Reviewer Notifications

Administrators now have the ability to identify and advise reviewers (organization-wide or department-specific) of upcoming/late learning and growth reviews with literally the click of a mouse.

Please consult with your IT department prior to turning on notifications. See Policies located in the Administration Module under System Settings > Email.  These policies enable notifications to be sent from the application.

This function will generate system-wide E-mail notifications to remind Reviewers to complete upcoming Learning and Growth Reviews and when Learning and Growth Reviews are overdue. It uses the Expected Review Date of the Reviewers to determine which Reviewers are to be notified.

The Core Tables, in the Employee Settings of the Employee Module , contains the E-mail Message Defaults that are available to view and customize the base text for the messages. Notifications can be sent to a selected group of Reviewers from the Reviewers Notification function that has been relocated in the Employees module.

Note:

From the Main Menu move the mouse over the Employee Module icon and click the Reviewer Notifications function to open the screen.

The parameter (filter) screen opens. Default is "All" and the Sub Units is checked . To Include Completed Reviews in the report, check the box .  This determines if the Completed Reviews are part of the Status of Reviews pie chart in the Reviewer Notification Report.

Current Reviewer Notification Filters

Enter the Period Dates (for Reminders) by typing the date (YYYY-MM-DD) or click the to use the calendar.

•Click to generate (run) the Reviewer Notification Report.

•Click to clear all filters and reset filters to default.

•Click to close.

The Status of Reviews are broken down into the following categories:

•Green for Completed

•Blue for In Progress

•Red for Over Due

•Yellow for Not Started

Send Notifications

•Click Send to generate a send notifications window.

•Enables the administrator to include their email address to receive a copy of the notification emails.

Note: Both the CC and BCC are optional. As the administrator, you may want to enter your email address to receive a copy of the notification emails.

•Click to run the email notifications.

•Click to close the Send Notice screen without sending E-mail notifications.

Note: A complete and accurate 'Reviewer Email' address is required to send reviewer notifications. If a reviewer(s) email address is not listed in the Table below, please contact your Encompassing Visions system administrator.

Processing Notifications

After the system has processed the notifications, a status window explains how many reviewer notification message(s) have been successfully created for delivery and how many were not created due to missing (blank) email addresses.

•Click to close the Mail Notifications Results.

Email Log Report

•Click to run the Email Log Report.

•Enter the From and To dates.

•Click to run the Email Audit Report.

•Click Cancel and Close the Email Report Filters Window.

•View the Email Notifications Report of the emails sent.

Email Notifications Report

Purge Email Logs

•Click to  purge the email logs.

•Enter the From and To dates.

•Click to purge the email logs.

•Click Cancel and Close the Email Purge Filter Window.

•View the status of the purged email logs.

•Click to close the status window.

Export/Save

Export to Excel, Word or PDF

See the export/save function in Interacting with Encompassing Visions.