This page guides you through the process of managing Plan Management notifications.

These are the topics in this page:

Introduction

The PM Notifications Dashboard provides the Plan Manager with an interface that allows for the dispatch of notifications to participants based upon the budget and invoice parameters of Plan Time Remaining, Budget Spent, Budget Over Utilisation, Budget Under Utilisation and No of days since last processing an Invoice.

The Plan Manager is provided with an notification settings interface that allows for the existing content of the notification to be reviewed and modified if required. Participant notifications as per the above parameters are available for output in the format of a pmnotifications.csv to enable a review by the Plan Manager.

Navigating PM Notifications Dashboard

The PM Notifications Dashboard is comprised of two screens, that include the Dashboard and the Dashboard Settings.

Days: This field is used to exclude notifications from being sent to the participants based upon the the number of days values listed.
Plan Time Remaining: This field is used to exclude notifications from being sent that have time renaming on the plan that exceeds the value listed.
Budget Spend: This field will either hide or make visible the Budget Spend column, to apply the change to the notifications view click the SEARCH button.
Over Utilisation %: There are two aspects to this field. Firstly this field will either hide or make visible the Over Utilisation column, to apply the change to the notifications view click the SEARCH button. Secondly set the field value to display plans that are exceeding the amount specified. Plans returned will also take into consideration the % value specified within the Plan Time Remaining field.
Under Utilisation %: There are two aspects to this field. Firstly this field will either hide or make visible the Under Utilisation column, to apply the change to the notifications view click the SEARCH button. Secondly set the field value to display plans that are not exceeding the amount specified. Plans returned will also take into consideration the % value specified within the Plan Time Remaining field.
Invoice Days: This field is used to exclude notifications from being sent, where invoices have not been processed against the plan within the xX number of days.
Search: This object will make visible or hide the Budget Spent, Over Utilisation and Under Utilisation columns and display plans per the % values set within the Budget Spent, Over Utilisation, Under Utilisation and Invoice Day fields.
Notifications download: This object will enable the plan manager to download plan notifications to a csv file.
PM Notification Settings: This object will enable the plan manager to access the notification settings.
Notifications Summary: This view lists plans that match the individual criterias set through the Budget Spent, Over Utilisation, Under Utilisation and Invoice Day fields. The plan manager has the option of removing utilisation, spend and invoice notifications, accessing the plan record and preview the notification email.
Notification Email: This panel lists the contents of the notification email template.
Notification Email Send button: This object is used to dispatch the notification emails to the participants selected within the Notifications Summary view.
SAVE notification template: This button is used to save changes made to the notification template.
Previous / next notification summary page: These buttons are used to navigate forward and back when multiple Notifications Summary pages are displayed.
Search: This field is used to search information contained within the Notifications Summary page.

Budget Spend Format: This field is used to specify how the budget spend will be presented within the notification email.
Budget Spend Heading: This field is used to specify the heading reflected within the notification email. Changes to this field will require a SAVE of the settings record.
Budget Spend Explanation: This field is used to specify a budget spend explanation within the notification email. Changes to this field will require a SAVE of the settings record.
Overspend Format: This field is used to specify how the overspend will be presented within the notification email.
Overspend Heading: This field is used to specify the heading reflected within the notification email. Changes to this field will require a SAVE of the settings record.
Overspend Explanation: This field is used to specify a overspend explanation within the notification email. Changes to this field will require a SAVE of the settings record.
Underspend Format: This field is used to specify how the under spend will be presented within the notification email.
Underspend Heading: This field is used to specify the heading reflected within the notification email. Changes to this field will require a SAVE of the settings record.
Underspend Explanation: This field is used to specify a under spend explanation within the notification email. Changes to this field will require a SAVE of the settings record.
Invoice Days Format: This field is used to specify the format for determining the number of days since last receipt of an invoice on the plan within the notification email.
Invoice Days Subject: This field is used to specify a Invoice Days explanation within the notification email. Changes to this field will require a SAVE of the settings record.
Invoice Days Explanation: This field is used to specify an invoice not processed explanation within the notification email. Changes to this field will require a SAVE of the settings record.
From User (optional): This field allows the plan manager to specify the name of a staff member who will be identified as being the sender of the notifications email.
Subject: This field is used to specify the subject line of the notifications email
Body: This panel outlines the structure of notification email body.

Dismiss a Notification

Dismiss notifications

The dismiss option is located within the Budget Spent, Over Utilisation, Under Utilisation and Invoice Days columns and will be displayed where notifications are presented against the participants plan.

The dismiss option will remove the notifications from both the notifications summary and the notifications email. To regenerate a notification that has been dismissed, either refresh the page or click the SEARCH button.

Managing PM Notification Settings

To access the PM Notification Settings page click the button as circled below. When making changes Spend Usage Milestone Reached, Overspend, Underspend, Invoice Days and Email Template ensure the record is saved. Changes can be made to the format, heading and explanation fields and the fields listed under the email template. Changes saved will be reflected under the content of the individual notification headings.

Settings icon

PM Dashboard Settings and Notifications Email content

Review the Notification Email

To review the notification email applicable with a participants plan click the magnifying glass icon located to the far right column of the Notifications Summary

Accessing Notifications email

Notifications email content

Sending the Notification email

To generate the notifications email to one or more participants, their nominees and/or support coordinator it is important to ensure that the necessary email addresses have been specified against client profile. Once this has been confirmed select the checkbox aligned to the left of the participant plan details and click the SEND button. A copy of the email will be registered into the communications folder of the participant.

Mark a participant for notification email

Generating the pmnotification file

The PM Notifications Dashboard provides the Plan Manager with the option of downloading to a CSV file a listing of all Budget Spent, Over Utilisation, Under Utilisation and Invoice Days notifications. To download the pmnotifications.csv file click the button as circled below.

Notifications Download

PM Notifications csv file

Accessing the Participant Plan

The PM Notifications Dashboard enables the Plan Manager to access the participants plan listed within the Notifications Summary. As per the image below click the icon as circled to open the plan into a new tab within your browser.

Accessing participant plan