Emailing Progress Claims Using Batch Claims
Included in the batch claims feature is the ability to email invoices directly to the client from within Framework ECM. This feature can be used to process numerous progress claims in one action.
Batch Emails use the Framework Gateway Communication process from FWECM 7.0.9826 onwards.
If login access and Security Preferences have not yet been set up, please Contact Insula Software.
Pre-Requisites
Before progress claims can be emailed using batch claims, please ensure:
- Framework ECM security preferences are updated to enable client invoice emailing and to set default settings. Security preferences are set in the Security module of Framework ECM and can only be modified by Framework administrators.
- An email template has been created. For more information, see the Email Templates topic in the Framework Administration user guide.
Security Preference Pre-Requisites
The following security preferences must be updated for staff to successfully send progress claims via email.
- Primary preferences are those that MUST be set to use the procedure.
- Secondary preferences are those that should be reviewed before using the procedure.
Primary Preferences
Preference Number |
|---|
-50001 |
-50002 |
-50003 |
-50004 |
-50005 |
-50006 |
-50007 |
-50008 |
-50009 |
Secondary Preferences
Preference Number |
|---|
-11255 |
-50121 |
-50122 |
-50123 |
-50124 |
-50125 |
-50126 |
-50127 |
Procedures
Emailing Progress Claims Using Batch Claims
Batch claims is used to email or print numerous progress claims in one simple step.
On the Construction Claims screen:
- Click Batch. The Batch Claims dialog will be displayed.
- Enter the Batch Claims Job Filter options.
- Select the required Actions options.
- Select the required Output options.
- Toggle the Email? field to Yes. The Email Template field can now be edited.
- Click the Report popup button to select the report to be emailed.
- Enter the Email From Address field, if required.
- Click the Email Template popup button to select the email contents that will sent to all clients. The email template selected will typically contain merge fields such as client names, dates, supervisors, business details, etc.
- Click Search to update the Jobs list.
- In the Select column of the Jobs list, tick the required jobs to be processed.
- Click Process. The claims will be processed.
Batch Claim Email Log
Logs can be created when running Batch Claims to capture details of the claims and emails sent.
Setting Up
In the Framework Configuration menu (Help > Configuration), set the path to the location that will be hold the Batch File Logs.
Using Windows Explorer, create a file in that location called "BatchClaims.log".
The file name must be precise to trigger the log creation.
When Batch Claims is run, a file will be created in the Log location, with the file format of BatchClaims_[PCName]_[UserName]_yyyymmddhhmmss.log.
Reading The Log
The log contains details of the actions performed, including;
- Claim Number
- Title
- Recipient Email
- Date and time for each action, in the format yyymmddhhmmss.
Stopping The Log Process
Logs will not be created if the "BatchClaims.log" file is not present, or the path not set. Either;
- Using Windows Explorer, delete "BatchClaims.log" from the Log location; OR
- In Framework, clear the Log path in the Configuration dialog.