Notifications module in BaccS allows to create custom notifications shown at certain time. Each notification can linked with some data, which means that you will be able to navigate to specified entity at the moment of showing notification. Also, you can select an application user to show notification to.
To start, open Notifications view from the Other/tools section i the navigation tree:
You will see the list of active notifications. Here you can create new notifications or clone existing ones. In the notification editing view, you can specify reminder time, reminder text, target user, and select linked data:
When user is empty, notification will be shown to all users. Otherwise, it will be shown only to a specified user. If, for example, you wish to show notification to a number of selected users, clone it from the list of notifications, creating individual entry for each user. This is required, because each user may react differently on reminder: dismiss it or snooze. Or it may be needed to show the same notification, but in different times.
To select linked data, select data type first, and then select corresponding data (particular invoice for Invoice data type, job for Translation job data type, etc.).
When reminder appears, you will see the following window:
Here you can Snooze notification (postpone for a specified time period, from 5 minutes to 2 weeks), Dismiss it (delete from the notifications list), or double click on the message text to show linked data. On the screenshot above, notification is linked with translation job. Double clicking on it will lead to opening of the job editing form in a separate tab.
Quick notification creation
You can quickly create a notifications from the following views (applies both to list and detail views): translation project, translation job, translation assignment, invoice, invoice incoming, payment incoming, payment outgoing. To do this, select necessary row in the list or open any detail view, and click Create notification button on the toolbar. A new notification creation window will be opened. It will already be linked with currently selected record, and alarm time will be set to a current time plus 3 days. In addition, new notification will be set to show only to a currently logged-in user. You can just provide notification message and click Save and close (Ctrl-Enter) to create a new notification. If needed, you can edit other fields as well: select another user or adjust alarm time.
Notifications about actions performed by vendors
BaccS allows to send notifications to specified users when a Contractor or a Customer perform particular action (create a new job, deliver an assignment, register an invoice, edit own profile, etc.). List of users who get notifications is specified by Send notifications
checkbox in the User editing
form. For each user you can also specify a list of vendors, whose actions will generate notifications to a particular user.
After setting up list of users who receive notifications, create a user with Vendor or Customer role to allow them to log in into your portal. When one of supported actions will be performed by such users, each user eligible for receiving notifications will see popup notification window (both in Windows and Web versions) and a yellow 'bell' icon with a number of unread notifications will appear at status bar:
Double click on notification to view corresponding assignment, contractor or customer editing form.
Click Dismiss to delete notification, or select Snooze time and click Snooze to view same notification later.
Same behavior in web-version:
Take a note that each user eligible to receive notifications will receive similar notification. If one user deletes own notification, other users won't be affected and still will be able to view own notifications.