Email Configuration for Shift Handover Reports

The Email Configuration feature automatically sends shift handover reports in PDF format to designated recipients based on organizational hierarchy levels. You can configure distribution lists at the Plant level, Unit level, and Position level, with the flexibility to send to either user groups or individual users.

Configuration Steps

Accessing Email Configuration
  1. Navigate to Shift Handover > Reports.
  2. Click the Menu icon.
  3. Select Email Configuration.
Setting Up Distribution Levels
  1. Select the organizational levels for report distribution:
    • Plant (required)
    • Unit (optional)
    • Position (optional).

Configuring Recipients

  1. Click the "Recipient" drop-down.
  2. Choose between:
    • User Group: Select predefined groups of users.
    • Users: Select individual users.
  3. Your selected configuration will appear in the Email Configuration section on the left.
Finalizing Configuration
  1. Review your selections in the Email Configuration section.
  2. Click "Configure Email" to save your settings
How It Works
  • When a shift handover is completed, the system automatically generates a PDF report.
  • The report is distributed according to your configured hierarchy levels.
  • Recipients receive the report based on their assigned Plant/Unit/Position combination.
  • All configured users or user groups receive the relevant reports for their assigned levels.
Best Practices
  • Start with broader Plant-level distribution and narrow down as needed.
  • Use User Groups for teams that regularly need the same reports.
  • Review and update configurations periodically to ensure appropriate distribution.
  • Consider organizational hierarchy when setting up multiple distribution levels.
Note:
The system will only send reports to recipients who have been properly configured at their respective organizational levels. Ensure all intended recipients are correctly mapped to their Plant, Unit, or Position as applicable.