Automated Daily Emails

Automated emails can be used to send reports located across PlantFocus.  For example, if we have a production report that the entire management crew needs to view, we can send each of them a copy of a DOR report in PDF format in a recurring interval.  

Selecting PDF to send.

For example, if we wanted to send a copy of this DOR report every day at a certain time, we can do so by setting up an Automated Daily Email.  The data that is displayed will be the same output as "Save to PDF".  We can also specify dates and times in the email. 

First, copy the link in the address bar.  

Then, navigate to ~/Admin/AutoEmailAdmin.aspx  If your site is updated, this link will appear under WebAdmin called Auto Email Admin.

Click "Add New" to get started.

Now, Paste the URL that we selected prior, and fill out the rest of the information.  Filename is what the PDF file will be called.  Groups, Roles, and users will designate who receives the email.  Delay specifies the amount of time from generating the PDF to actually emailing it out. Fill out the Subject, and Body that you would like the email to display.  Set Delay Time to the time of day you would like the email sent out.  Set start date and end date to desired specifications.  Start date can be in the future, but not in the past and same with end date.  If the email is to be sent out daily, check the box next to "Daily" and choose if the email service is to run at central or remote locations.  Contact Support@productiondata.com if you have questions about setting up an automated email.  Click "Insert" and you are finished!