Asset Check-out Notifications

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Table of Contents

Overview

This notification type can be used for sending email alerts when an asset is due for return or is overdue.

Setting up or modifying the notification

To set it up, go to the Manage Assets table > Options > Notifications or the Asset Checkout table > Options > Notifications.

On the Notifications page, choose the type of Notification, i.e due or overdue. Both can be set up, but you would need to repeat the process.

Choose who should receive the email notifications. Most likely these would be the custodians, so the data capture method is the ideal one.

  • You can enter the email addresses, under the “The following email addresses” section, if the recipients are the same for all the assets.
  • If the recipients are different for specific assets, then you need to have their emails recorded on the asset’s record. To do so, you need a Data Capture field with the Answer Type set to either “Email”, “Select” or “Hidden”. For “Select” or “Hidden” Answer Types, specify the email address in the Options section of the Data Capture settings. “Hidden” Answer Type, can only have one email address, whereas “Select” can have multiple emails defined, but only one will be chosen when filling out the forms.

Choose where the app should look for the due date.

Indicate how many days before or after the due date, should the notification be sent. This is dependent on the notification type.

Compose the message. Use the placeholders if necessary.

Enabling or disabling the notification

Indicate if the notifications should be sent or not. This setting is what you would also use to turn the notifications on or off.