Create an email notification for indicators

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Performance Analytics can automatically generate an email with the score, change %, target, and score-target gap % of one or more indicators.

    Before you begin

    Enable and configure email notifications before you can use email summaries.

    Role required: pa_admin or admin

    Procedure

    1. Expand All and enter sysauto_indicator_notifications_list.do into the navigator Search field, then press Enter.
    2. Click New.
    3. Enter a Name and a Description for the email summary.
    4. Select the Active check box to run a scheduled job that creates the email summary.
    5. Select when the job should run.
      • Daily
      • Weekly
      • Monthly
      • Periodically
      • Once
      • On Demand
    6. Set the time to run the job by changing the hours, minutes, and seconds (using 24-hour notation).
      By default, the job runs at midnight.
    7. Select the indicators to include in the summary, either dynamically or manually.
      Dynamically
      Select the By Condition check box. Use the condition builder to define the conditions that determine which indicators the email summary includes. For example, you can select all key indicators by setting the condition to [Key] [is] [true].
      Manually
      Clear the By Condition check box. After you save the Scheduled Email Summary form, select individual indicators to include in the summary in the Indicators related list.
    8. Right-click the form header and select Save.
      The related lists become available.
    9. Select any number of users in the Users related list.
    10. If you are selecting indicators manually, select them in the Indicators related list.

    Result

    The email summary job runs based on the schedule you configured. You can also run the job manually by clicking Execute Now.