Kategorie:Profile Reminder: Unterschied zwischen den Versionen
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= Profile Reminder = | = Profile Reminder = | ||
− | The module "Profile Reminder" needs to be activated | + | |
+ | The module "Profile Reminder" needs to be activated by an Umbrella-Supporter. | ||
== Function == | == Function == | ||
− | |||
− | + | Automatical Email Alerts for expired documents like credit cards, passports, visas or rail cards. One month before the expiration of the document (Passport 6 months) an automatic email will be sent to the traveller, travel arranger, company or agency administrator. This email recalls that a document will expire. | |
+ | |||
+ | The Profile Reminder will also remember the travellers to adjust their profile in case that it has not been updated during the last 6 months. This will only happen, if the traveller received credentials. In case the traveller never received credentials no Profile Reminder is sent. | ||
== Specification == | == Specification == | ||
− | *Following logic for profile | + | *Following logic is designed for profile reminders. |
+ | |||
Reminder emails will be sent with the logic below. | Reminder emails will be sent with the logic below. | ||
− | [[ | + | [[File:ProfileReminders.PNG|500px|Profil Reminder]] |
+ | |||
+ | *If the Company and/or Agency Administrators have activated the [[Administrators_New#_Section'Login'|Profile Reminders]] a summary of all expired profiles is sent. | ||
− | *If | + | *One reminder is sent during 6 months. If additional documents expire during this period no reminder is sent. |
− | * | + | *The Agency Administrator will be informed in case of an expired company credit card. |
− | + | '''Important:''' The information if a profile (traveller, arranger, company admin) has received credentials is stored since 11.12.2015. All profiles which have received credentials before this date are marked as a profile without credentials. In this case the reminder is sent to the Agency Admin. | |
== Profil Reminder Emails == | == Profil Reminder Emails == | ||
− | ===Example of Profile Reminder "Expired Document"=== | + | === Example of Profile Reminder "Expired Document" === |
− | [[ | + | [[File:Profile Reminder expiry.PNG|500px|Profile Reminder expiry]] |
− | ===Example of Profile Reminder "not updated last 6 months"=== | + | === Example of Profile Reminder "not updated last 6 months" === |
− | [[ | + | [[File:Profile Reminder not updated.PNG|440px|Profile Reminder not uptadted]] |
Aktuelle Version vom 18. April 2019, 08:10 Uhr
under construction
Inhaltsverzeichnis
Profile Reminder
The module "Profile Reminder" needs to be activated by an Umbrella-Supporter.
Function
Automatical Email Alerts for expired documents like credit cards, passports, visas or rail cards. One month before the expiration of the document (Passport 6 months) an automatic email will be sent to the traveller, travel arranger, company or agency administrator. This email recalls that a document will expire.
The Profile Reminder will also remember the travellers to adjust their profile in case that it has not been updated during the last 6 months. This will only happen, if the traveller received credentials. In case the traveller never received credentials no Profile Reminder is sent.
Specification
- Following logic is designed for profile reminders.
Reminder emails will be sent with the logic below.
- If the Company and/or Agency Administrators have activated the Profile Reminders a summary of all expired profiles is sent.
- One reminder is sent during 6 months. If additional documents expire during this period no reminder is sent.
- The Agency Administrator will be informed in case of an expired company credit card.
Important: The information if a profile (traveller, arranger, company admin) has received credentials is stored since 11.12.2015. All profiles which have received credentials before this date are marked as a profile without credentials. In this case the reminder is sent to the Agency Admin.
Profil Reminder Emails
Example of Profile Reminder "Expired Document"
Example of Profile Reminder "not updated last 6 months"
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