Admin > Automated Actions > Automated Action Entry Screen
The Automated Action Entry Screen in TEAMS allows users to configure automated notifications and actions based on predefined rules. This feature is designed to streamline communication by automating alerts via emails, SMS or notifications for specific events, such as overdue fees or other compliance-related actions.
Select the parameters as per your requirements and the system will allows you to specify recipients for emails, SMS, and notifications by selecting from relevant dropdowns and the relevant templates.
Ensure the Active tickbox is selected to make the Automated action active. Once all required details are entered, click Save to complete the setup.
Fields and their explanation:
| Fields | Explanation |
| Department | select the relevant department such as finance or student service |
| Action Type | This is a mandatory field, but it cannot be selected until a department is chosen. The available options in the dropdown will appear based on the selected department. |
| Campus | Select the campus on which you want to apply the action. This is a mandatory field. |
| Action Name | Type a relevant name for the action. This is a mandatory field. |
| Action Rule | This is a mandatory field, but it cannot be selected until an Action Type is chosen. The available options in the dropdown will appear based on the selected Action Type. |
| No of days Overdue | If an overdue fee action is set with a “No. of Days Overdue” rule, TEAMS will notify students when the specified timeframe is reached. |
| No of days before due date | If a due date action is set with a “No. of Days Before Due Date” rule, TEAMS will notify students when the specified timeframe is reached. |
| Send Email to | Select the recipient(s) for the email (e.g., Agent, User, Student, or Select All). |
| Email Template | Select the relevant email template for your action from the dropdown. |
| Send SMS To | Select the recipient(s) for the SMS (e.g., Agent, User, Student, or Select All). |
| SMS Template | Select the relevant SMS template for your action from the dropdown. |
| Send Notification to | Select the recipient(s) for the notification (e.g., Agent, User, Student, or Select All). |
| Notification Template | Select the relevant notification template for your action from the dropdown. |