This is a feature to update Administrator(s) by CC them in the email when they create a new or edit a draft/ or going to activate a Schedule, Meetings, Resolutions, and User Groups.
For example for Planning & Scheduling:
In the Basic Information page of Add Schedules, by default, your name will appear as an Administrator. By selecting the Select All Admins checkbox (see red box), only the Administrator who triggered the notification will be in the CC list and get notified.
The Administrators field is optional if it is left blank, the Select all Admins will automatically be checked (see red box), once you have activated the Schedule.
This feature is available for Planning & Scheduling, Meetings & Events, Approvals & Resolutions, and User Groups with below-mentioned Status and Actions. (Refer to Table 1.0)
Table 1.0
Name | Status | Action |
Planning & Scheduling | Draft/ Pending Confirmation/ Deadline Ended | Activate and Notify/ Send Notification/ Change Deadline/ Finalize Date |
Meetings & Events | Draft/ Scheduled/ Ongoing/ Ended | Activate and Notify/ Send Notification |
Approvals & Resolutions | Draft/ Pending Outcome/ Deadline Ended | Activate and Notify/ Send Notification/ Change Deadline/ Close and Resolve |
When an email notification is being sent to Attendees and Executive Assistants, the Administrator(s) added into the Administrators field, will be automatic “CC” in the email.
If you face any issues, please reach out to our Customer Experience Team at support@board.vision or +65 69097100 and we will be happy to help.