GageList allows configurable reports that can be scheduled to be regularly emailed on a weekly or monthly basis. This feature is available only to users with the Owner or Administrator role.

To set up notifications on your account, follow the steps below.

  1. Go to Notification Settings (found under Settings in the sidebar).
  2. Select which days of the week or month the email will be sent out.

      Note: To disable notifications, deselect all days.
  3. Select the calibration scheduling to include in the report.
      7 / 14 / 30 / 60 / 90 / 180 Day Schedule
  4. Select if the report will include overdue records.
  5. Click Add Users to select users receiving the full email report. Other email addresses can be added by entering them in the text box.
  6. Check the Include Gage Assignees checkbox to trigger email notifications to gage assignees when their active gages are due (or overdue) for calibration.
      To use this feature, modify your gage assignees in General Settings by adding their name and email address in the format, name [email], then assign them to gages. The Update Assignees button can help make changes to existing gages that have already been assigned.
  7. Enter the email subject and introduction text.
  8. Drag & drop field names to specify the columns that will appear in your report.
  9. Click Save.

Note: To verify that the email sent out will be received, click Send Now.

 

There are three areas where an email can be specified to receive notifications:

  1. Notification Settings: Distribution List
      Report based on all active gages in the system.
  2. Gage Record: Assignee
      Report based on the active gages that the assignee is responsible for.
  3. Gage Record: Notification List
      Report based on the active gages where the email is specified.

 

Here are some scenarios where the same email is used in multiple areas:

  • If added to the distribution list, one email will be sent, regardless if included as an assignee or specified in the notification list.
  • If an assignee is also specified in the notification list of other gages, one email will be sent, combining both lists.
  • If two assignees use the same email address, one email will be sent, combining both lists.