In the Admin menu - User List, the administrator can enable/disable the Email Notification function by turning it on/off for a user. Click on the button as indicated and then OK to enable this functionality.
When it is turned on, an icon will appear against the user name to indicate that this functionality has been enabled.
Notification emails are sent frequently to those who have opted to use this functionality.
3 types of emails will be sent:
Team Leader updates
Case Manager updates
Overdue accounts
Team Leader updates cover the following points:
A new case has been assigned or an existing case reassigned
A case is approaching the maximum approved plan amount
A plan is approaching its expiry date
Case Manager updates cover these points:
A new case has been assigned or reassigned to you
One of your cases has been reassigned to another consultant
A plan is approaching the maximum approved plan amount
A plan is approaching its expiry date
Overdue accounts notifications are sent to the nominated Accounts contact for these - generally, the Accountant or administrative staff provided permission for these via the Admin menu - Manage Groups.