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Alert to Managers for Overdue Contact Tracking Activities

As of 7.4.1, this process sends an email to each manager with unresolved Contact Tracking items of his team members, according to a schedule. Users do not need to be logged into Personify to receive the alert emails. The email provides a total count of items overdue and team member wise break up of overdue activity greater than 1 day along with the no of days over due.

 

A contact tracking "Due Date" is the date in which the contact tracking record should be complete. If this is set to a date in the past, the "Overdue" button will enable in the bottom, left corner of the Personify application for the Staff Assigned, as shown below.
overdue_app.png
Additionally, the red overdue icon will display to the left of the record in the list of all activities and contact tracking records for the constituent in CRM360™, as shown below.
overdue_list.png

 

A user's manager is defined on the User Maintenance screen, as shown below.

managed_by.png

 

Event Stored Procedure Name: usp_NOTIFY_MRM_ALERTS

Chronicle Table Name: NOTIFY_MRM_ALERT_CHRONICLE

Procedure to create the Chronicle table if it doesn't exist: usp_NOTIFY_MRM_ALERT_CHANGE_CHRONICLE

Business Change Options

If you want to give more time to staff before they are sent email for open records, then add a calculation in the stored procedure to select those records that are ‘n’ days past the due date to reduce or delay reporting recent records. If an item is more than X number of days overdue, you can add an escalation to the manager's manager.

Sample Message Template

sample_alert.png