Sending Feedback Reports Manually by Email or Fax

OPTIONAL FEATURE - Contact your RizePoint representative to enable/disable this option.

This feature allows you to manually send audit results by email or fax to one or more designated recipients directly from the list of feedback reports. When this option is enabled, an EMAIL button appears at the top of the list of available feedback reports. Clicking this button sends the selected feedback report to the specified recipients. Note that this option is not tied to any automated feedback rule.

To manually send audit results:

1. Log on as a user with AUDIT RESULTS: VIEW permission.
2. Go to Reports > Feedback Reports or Audit > View Audit Results. Either of these navigation paths takes you to the list of audit results.
3. Navigate to the audit result.
4. In the list of feedback reports available for this audit result, check the box to the left of the report that you want to send, then click the EMAIL button at the top of the list. (Note that you may select more than one feedback report to send.)
   
   

   The Send Feedback page opens.
   
   

   • Enter the name of the person to whom you're sending this report. You may enter multiple names.
   • Enter the email address of the recipient(s). If you're sending this report to more than one recipient, separate the email addresses with a comma or semicolon. This field is required if you've selected EMAIL as the Delivery Method in the box below.
   • If the report is being sent by Fax, enter the Fax number of the recipient. Be sure to include the area code, and do not enter any spaces or other characters. The fax number must contain 10 - 13 characters. This field is required if the selected Delivery Method is FAX.
   • In the Delivery Format droplist, select the format in which to send the report: HTML or PDF. (Please note that if you select HTML format, reports will not contain images.)
   • Check the desired Delivery Method. Note that you may select both EMAIL and FAX options.
   • Enter a subject and message.
   • If Language Manager is being used, select the desired language set to use. (Note that only languages assigned to the user who is currently logged in appear in the Language droplist.)
5. Click SEND.

The report is sent to the designated recipient(s).

The Feedback Log contains a record of all email feedback. This includes feedback that is sent automatically according to rules that you specified, as well as all feedback that is sent manually from Mobile Reporter. To view the feedback log, go to System > Monitoring > Automated Feedback Log.

RESTRICTING ACCESS BY PERMISSION

When the above option is enabled, all users with access to the list of feedback reports can send reports manually from the feedback report list. However, RizePoint can configure the option to allow only users with specific permission the ability to send the reports manually. When configured in this manner, a new permission, MANUALLY SEND FEEDBACK REPORTS FROM AUDIT RESULT PROFILE, is available. The EMAIL button will only be available to users with this permission. Contact RizePoint for assistance.

When using this option, an EMAIL button is also placed at the top of the feedback report window itself. This allows users to send email directly from the report window, without having to return to the list of feedback reports to send email.

ref: FeedbackSendMan (all users with access to feedback reports)
FdbkSendManPerm (restrict by permission - requires enabling both options)