Real-Time Training: Want to set up and send paper notifications now instead of reading about how to do it? Depending on your user role, click the button below to set up and send paper notifications using our live step-by-step walk throughs.


Overview

This article explains how to send paper notifications to a batch of customers.

Notes:

  • Before preparing a new paper notification batch, make sure you have set up the template that you want to use. For more information about setting up templates, click here.

  • If you have parent customers, paper notifications saved as PDF or CSV files will be grouped first by the parent customer, then customer, and finally by service location. Click here for more information about setting up specific notification values related to parent customers.


Send Paper Notifications

1. Select Notifications from the navigation menu.

2. In the Pending Notifications section, click +Notification Batch in the top right corner.

3. On the Create Notification Batch page, enter a Name to use as an internal reference for this notification batch.

4. Do one of the following:

  • If you have parent customers and want them to receive notifications, leave the Ignore Parent Customers box unchecked.

  • If you have parent customers and do not want them to receive notifications, check the Ignore Parent Customers box.

5. Do one of the following:

  • If you are a water purveyor and want to attach a test report or survey form with this notification, check the Attach Test/Survey Forms box. Test report forms will be pre-populated with customer, service location and assembly information, while survey forms will be pre-populated with customer and service location information. Go to step 6. 

  • If you are not a water purveyor, go to step 6. 

6. If you want the notification date of this batch to appear on the printed notification, click the Calendar icon to select a date and time.

Note: The notification date will only appear if the {{notification_date}} field is added to the template. Click here for more information about notification templates.

7. Select the notification template you want to use for this notification batch from the dropdown list.

8. Click Next.
9. Click one of the following buttons to add the customers you want to receive the notification: 

  • Add Records From Search

  • Add Records From Upcoming Tests

  • Add from Pending Retest
    Note: Click here for detailed information about creating notifications for pending retests.

10. Use the filters on the page you selected to narrow down your results, and then click Refresh.

11. Do one of the following:

  • Select individual assemblies: Check the box to the left of each backflow assembly that you want to include in this notification batch.

  • Select all assemblies on the page: Check Select All On This Page.

  • Select all assembly records: Check Select Records From All Pages at the bottom of the page.

12. Scroll to the bottom of the page and then click Add Selected Assemblies To Notification Batch at the bottom of the page. 

Note: Quote Selected Assemblies will only appear if your plan includes Quotes and Work Orders.

13. When you are finished, you return to the Edit Notification Batch page. Make any necessary adjustments to the Name, Notification Date, and selected Template.
14. Click Remove next to any record that you do not want to include in this notification batch.

15. To add an attachment that will be printed and mailed with the notification, drag and drop the image or document that you want to upload in the Upload Attachments box at the bottom of the page; you can also click in this box to select the file you want to upload.

16. When you are finished, click Next above the Attachments section.

17. On the Batch Details page, do one of the following:

  • To select individual records, check the box to the left of each backflow assembly for which you want to send a paper notification. 

  • To select all records without an email address, check the box near the bottom of the page.

18. Click one of the following to save a copy of the notification batch:

  • Download PDF for Selected

  • Download CSV for Selected

19. Open and print the PDF or CSV file of notifications, and then mail your paper notifications as usual.
Note: If you selected more than 10 records, a link will be emailed to you so you can download and print your notifications.

20. Click Mark Batch Complete at the bottom of the page to indicate that you have mailed these paper notifications. 

21. When the popup appears, click OK to continue.

You return to the Notifications page. You can review the status of this paper notification batch by clicking Details next to the Completed Notifications.

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