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Document warnings

This tutorial will show you how to create document expiry notifications, and then send them to crew members automatically when they trigger a legality check.
 
As N-OC knows the expiry date it can send the notification at a preselected number of days before they expire.


 
 
1. HR Documents
 
The documents that you want to include in the warning process must have the "Notifiable" option ticked.
 
2. HR Document filter
 
Create a document filter.
 
Make a free text entry and enter Expires <= DateTime.UtcNow.AddDays(30), in this example it will filter documents that will expire in the next 30 days.
 
If you want to make the filter more specific you can add more expressions. 
3. Integration Factory
 
Create a new document that hold the content of the message. It must be of Datatype "Document"
 
 
 
Create the Tempate Text.
 
Fields in the message:
 
Document
Free text
DocumentName(String)
Will display the name of the document
For
Free text
HumanResourceFullName(string)
Name of the crew
CrLF
New line
expires:
Free text
Expires(Datetime)
Expiry date of the document.
 
Use the "Test" button to check the output.
"Document English Qualification (Pilots) for Obukhov, Volodymyr
expires:04/12/2019 00:00:00"
 
Create a new document that hold the Header of the message. It must be of Datatype "Document"
 
 
Create the Tempate Text.
Fields in the message:
 
Header for:
Free text
DocumentName(String)
Will display the name of the document
 
Use the "Test" button to check the output:
Header for: English Qualification (Pilots)
 
4. Business Job in 'Automation Factory'
 
Create a new Business job.
Name
Mandatory
Job Type
Notifier
Datatype
Document
Filter Type
The filter we created in HR Doc Filter
User
Sleipner
Com Channel Instance
Select the type of comunication
Additional receivers 
and
Addresses
Any user covered by the filter selected in 'Additional Receivers'(optional) or have their email address added in the 'Addresses' field(optional), will receive all document warnings generated for all crew. These options are meant to be used in a supervisory function.
Group
Refers to the e.g Email/SMS type.
Message
The text message we created in the integration factory
Header
The header message we created in the integration factory.
Static Period
Fixed date range.
Period template
Number of days before "Current day,week,month,quarter,year,season
Frequency
Days of week you want the job to run.
Time from/To
The period of the day you want the job to run.
Cycle Time
Time in seconds. In this example the cycle should be 86400 seconds, as you will not get new expiries during the day.
Active
The rule must be active
 
The Email (or SMS) will only be sent one time when triggered, and is sent like any other message in relation to message curfews etc.
 


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