Air Maestro ideas

Triggered Email Notifications for Closed Check Forms

If a user has set up a check form that is not linked to a recency item, it would be useful if the user had the option of setting up a triggered email notification when a check form has been signed-off and / or closed out. The function would work similarly to the triggered email notification function in the 'forms' module (see attached photo - refer to bottom section - email notifications - of 'forms options' tab for a specific form).

Example of use:

Check forms used in a course for specific company training linked to a company authorisation.

Check Form A (part 1 of 3 forms): form is used as a record of specific training conducted (not linked to a recency item)

Check Form B (part 2 or 3 forms): form is used for optional additional training conducted (not linked to a recency item)

Check Form C (part 3 of 3 forms): form is used as a certificate / company authorisation that compiles data from Check Form A and / or B, and requires either Check Form A or B (or both) to be signed off first before being completed. (this check form is linked to a recency item).

The person who completes Check Form C would then be set up to be notified by email once either Check Form A or B are signed off.

  • Brendan Munro
  • May 10 2023
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