Related Topics:
	Managing Preferences

E-Mails Based on Calendar Date

You can configure XFRACAS to send reminder e-mails when actions are approaching their due dates or are past due, and when Failure Review Board members need to sign off on a step in a problem.

E-mail Reminders for Actions

For actions, you set how many days prior to an action being due that the action owner will receive an e-mail. You can also configure XFRACAS to send follow-up reminders every X days until the action is completed.

Set the following preferences to send e-mails when the action's due date is approaching.

• Specify which record types to send e-mails for and define the format of the e-mails:

• • E-mail - CSI Action Due Date and Action - E-mail Message Format - Complete - CSI

  • E-mail - Incident Action Due Date and Action - E-mail Message Format - Complete - Incident

  • E-mail - FA Action Due Date and Action - E-mail Message Format - Complete - FA

  • E-mail - Problem Action Due Date and Action - E-mail Message Format - Complete - Problem

  • E-mail - Project Action Due Date and Action - E-mail Message Format - Complete - Project

• E-mail - Action Due in X Days Offset - the number of days prior to the action due date that the e-mail will be sent.

If you also want XFRACAS to continue to send follow-up reminders until the action is completed, set the following preferences:

• E-mail - Send Action Due Notify Once - set to False so that additional e-mails will be sent at regular intervals. (If it is set to True, then only the initial e-mail will be sent.)

• E-mail - Remind Action Due Every X Days - the number of days after the first or previous reminder that another e-mail will be sent.

E-mail Reminders for Failure Review Board Members

For a problem Failure Review Board (FRB), you set how many days after a problem step has entered a Completed Date that the FRB members will receive an e-mail. You can also configure XFRACAS to send follow-up reminders ever X days until they approve the problem step.

Set the following preferences to send e-mails when a problem step is ready to be signed off.

• E-mail - FRB After Requested Closure in X Days Offset - the number of days after a step's Completed Date has been entered that an e-mail will be sent to the FRB reviewers if they have not already signed off on the step.

• E-mail - Remind FRB After Requested Closure Every X Days - the number of days after the first or previous reminder that another e-mail will be sent.

• Problem - E-mail Message Format - Closure Requested - the format of the e-mails.