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Email Notifications

Automatic email notifications enhance communication and help streamline the work flow process. Each user role in FSDirect has a list of automatic email notifications that are available for activation. When an email notification is turned on, it will apply globally to all users in that role. *Note: If a user does not want to receive the automatic email notifications selected for their role, they can turn off email notifications under their personal participant information.

How to Activate Email Notifications

  • Click on the Account Setup tab.
  • Hover your mouse over the Shortcuts menu and click on Manage Email Notifications from the list.

 

 

  • Check the box next to the notification(s) you would like to activate for each role. *Note: To view a sample of the email, click on the Sample link.

  • Click Submit at the bottom of the page to save your selections.

 

 

Recommended Email Notifications by Role

Automatic email notifications are a great time-saver in FSDirect. You can activate notifications that will let someone know when a schedule has been assigned to them or needs approval. You can keep your requesters updated on the status of their requests without having to send manual emails or field phone calls from them. Below are some suggestions on the notifications that might be beneficial to activate for each role:

Site Administrator I and II

  • Notify Site Administrator of schedule routed for approval or review

Service Provider

  • Send E-mail Cancellations of Event

  • Notify when setup requirements are changed

  • Notify of new Event Setup Requirement

Requester

  • Send the requester an email notification of schedule request receipt, routing, and approval.

  • Notify Requester of canceled schedule

  • Notify Requester of declined schedule

  • Notify Requester of schedule activation

Comptroller

  • *Note: Activate email notifications for the Comptroller when that user wants to receive emails that other users with the same role (usually Administrators) do not want to get.

Administrator

  • Notify Pending Event Notification

  • Notify Administrator of schedule routed for approval or review

  • Notify of New OEC organization requested *Note: This email notification applies only to accounts that also have CommunityUse.

  • Notify of OEC organization removal *Note: This email notification applies only to accounts that also have CommunityUse.

Viewing Sent Messages

FSDirect automatically logs all messages sent out from the system. You can view these logs two different ways.

Watch the Video Tutorial:

Viewing Messages Related to a Schedule

  • Search for the Schedule ID or use the Advanced Search feature to view the Update Schedule page.
  • Hover your mouse over the Shortcuts button and select the Sent Messages option.
  • On this page you will see a log of all sent email messages related to the schedule.

 

 

  • Click the Poster name to show the contents of the message in a new window.

 

Viewing All Sent Messages

  • Click on the Account Setup tab.
  • Hover your mouse of the Shortcuts button and select the Email Notifications option.
  • Click View Sent Messages.
  • This page shows a list of all email notifications sent from your FSDirect account. You can filter the messages by Emailed To, Sent Between, and Schedule ID. Click the Go button next to one of these fields to apply your filters.

 

 

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