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 Overview

 
Do you need the ability to send out reminders when important documents are due for review, or perhaps you need to monitor when contracts expire and notify users? The Connected Systems Notification Service allows you to set up SharePoint reminder emails for upcoming deadlines, due or overdue items.
 

 
What it does
With the Connected Systems Notification Service users can:
  • Manage upcoming deadlines and notify users post, prior or on an anniversary due date
  • Set up an unlimited number of individual notifications on a single list or document library item. 
     

  • Configure multiple due dates and notification on the one list item. 
     
    Multiple Anniversary Dates

  • Track important documents due for renewal.
  • Full Sharepoint 2010 Ribbon support
  • Configure three separate email notifications for pre-due date, due date and post due date notifications.
  • Import list item data into the email notifications
  • Track the status of the notification email via 3 status indicators

    Notification Status Indicators
  • Select sharepoint users, group or distribution groups to notify via the familiar SharePoint people selector   

    SharePoint People Picker Control
  • Sort, group and filter items by the due date to group similar items 
     
  • View the due date reminder configuration on the standards view/edit SharePoint forms
How Does it work

The Connected Systems Notification Service email schedule runs on the inbuilt SharePoint Timer Service so therefore can be monitored and tracked like any other SharePoint job. An easy to use configuration screen is available from within Central Administration to modify the reminder schedule.

Add the notification field to the list to enable the due date. Select the Notify Me option from the Ribbon or from the Context menu to set a due date.

Reminders are configured by specifying an integer (-)days value to send notifications before or after the due date.

Due Date Configuration

Reminder notification status can be shown on the view item page or via the Context Menu Notify Me option. Three status indicators describe the notification sent status: Sent, Failed, or Partially sent if some recipients were successful.

Additional derived Due Date field can be used to filter items into different views to display groupings of related items due within the same period.

Due Date field to enable sorting, grouping and filtering
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 Features

 

The following feature comparison shows the differences between the Connected Systems Notification Service and native SharePoint functionality.

Feature Our Product SharePoint Native
Support for due date field to be added to any SharePoint 2010 list or document library X X
Ability to configure the due date field to notify users on, near or post anniversary due dates X
Full Sharepoint 2010 Ribbon support and context menu option X
Configure the pre-due date, due date, and post due date email content X
Monitor notification sent status on view list item screen X
Notification email configuration via Central Administration screen X
Support for configuration of multiple notification dates per list item X
Send notification emails to SharePoint Users, Groups and distribution lists X
Support for email failure logging to SharePoint Logs and Event Log X X
Sorting, filtering and grouping funtionality to report on due items X
Track failed notifications by emailling failure recipients X
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 Usage

 
The following are examples of ways the Connected Systems Notification Service could be used to help track and monitor upcoming deadlines for business documents or data.

Policy and Procedure Review

 Track HR Employee Policies and notify Managers or Business Owners when they are due for renewal.




Easy to configure notification screen available from list item


Notification Config Screen

Notification Status Indicator to advise if the email was sent successfully


Notification Status


 
Contract Renewal

When the mobile phone contract is due to expire notify the IT department and the phone holder for replacement.

Mobile Phone Contracts

    

Configure Notifications to notify the IT department manager prior to the contract expiring.

 

  Contract Renewal Reminder Configuration

Customise the Notification Email
 
Email Notification Config
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