Communications Tab

The Communication tab stores records for different types of conversations, e-mail messages and notices sent to a facility.

The Conversation History grid allows users to record information about conversations that have occurred between the agency and a facility.

A sample of the grid appears below. Sort records in the grid by clicking on the headings. An up or down arrow (highlighted in orange below) indicates whether data appear in ascending or descending order.

Right-click in the conversation history grid.
Select Add Record from the menu, the following dialog will appear:
Fill out the Conversation Date (required).
Note: This must form an unique combination with the time field
Fill in the information and save the record.
Note: Documents can be attached to conversation records

The Email Tracking grid automatically keeps a record of all e-mail notifications sent to primary facility contacts or owners using the Lucity Notifications feature. The records in the grid are read-only, but they can be sorted by clicking on a column header. (A sort arrow is highlighted in orange below.)

Note: Messages that are Queued are successfully stored in the database and will be sent based on settings in the Lucity Administration Tool.

The Current Notice Status fields are used to track the last notification sent to a IPT Facility. These can be manually filled out whenever a notification is sent to a facility.

A user can complete the Notification fields to track when a notification went out. However, this method does not automatically create a record in the Notice History grid. The Notice History grid is updated automatically only when a notification is added using the Notification Update toolkit function.

The Notice History grid enables users to record letter notifications that they have sent to a facility. Records are automatically added to this grid when the Notification Update toolkit function is used. E-mail notifications sent using Lucity Notifications are tracked on the Tracking tab.

Right click in the grid, select Add Record, and the following prompt will appear.
Fill out the Notification and Date Sent fields. These are required and must form a unique combination.
Save the record.

OR
Use the Notification Update toolkit function
Note: Documents can be attached to Notices.

Tracked Item	Indicates that an e-mail notification was sent.
Description	Indicates whether the message is Queued, has been Sent, or Failed.
By	References which user, by login ID, sent the e-mail.
Date	The date the e-mail was sent.
Time	The time the e-mail was sent.

Notification	Records the type of notification provided to the facility.
Notification Date	Records the date that the notification was sent.