Who is this article for?

IT Administrators responsible for configuring system emails.

Server access is required.

To help you better manage records within your system, you have the option to configure Reminder and Escalation emails - in addition to the preset ones available in the system - that will go out to relevant users at set times.

This article outlines points to take into account before using the emails, as well as the process to setting them up.

1. Considerations

There are three points to consider before scheduling the Escalation functionality:

• Server resources and network usage
  This process will send several email messages and may take several hours to complete depending on the number of records being evaluated for escalation.
• Ideagen Quality Management licensing
  The escalation service will use the default admin account, meaning users will have one less licence available for use while the service is running.
• Number of messages
  Ensure only required messages are activated so that users are not overwhelmed with emails, and that an appropriate schedule for running the service has been selected.

We recommend scheduling the emails during low user hours (e.g. overnight or outside normal operating hours) to prevent any potential disruption.

2. Scheduling emails

To schedule the emails:

1. Access the application server.
2. Launch Task scheduler.
3. Click Create Basic Task (in the Actions pane).
   This will launch a wizard.
4. On the application server, launch Task Scheduler.
5. Enter a task Name.
6. Add a Description.

7. Click Next.
8. Select the Trigger for this task.

9. Set the Start Date and Time.
   This would ideally be the next day the Reminder and Escalation service has to be run.
10. Click Next.
11. Select the task you wish this task to perform.
12. Click Next.
13. Select Browse.
14. Navigate to the server directory.
    By default, this is: C:\Program Files (x86)\Gael Ltd\Q-Pulse Server.
15. Select Escalation.exe.
16. Enter -d "Default" in the Add arguments field.
    Replace "Default" with the name of the database as displayed in DBConnections.xml.

17. Click Next.
    You will be taken to a summary page where you can review the details.
18. Tick Open the Properties dialog for this task when I click Finish.
19. Click Finish

Once the email is scheduled, you need to configure the sender with the correct permissions.

3. Configuring sender

To configure the sender:

1. Switch to the General tab.
2. Look for Security Options.
3. Click Change User or Group.
4. Add a user with network permissions to run a scheduled task.
5. Click OK.