If no Email System Group has been previously added, a Submit button will be displayed at the top of the window, rather than Update and Delete buttons and the Group Name: and Email Subject: fields and System Events tick boxes will be blank.

2.In the Group Details tab:

Either:

Enter a name for the Email Heartbeat Group into the Group Name: dialog box.

Or:

Edit the existing name for the Email Heartbeat Group in the Group Name: dialog box.

Either:

Type the text to appear as the Subject of the email into the Email Subject: dialog box.

Or:

Edit the text to appear as the Subject of the email in the Email Subject: dialog box.

Either:

Select the events from the System Events: list that you require email notification for by checking the relevant box or boxes.

Or:

Deselect previously selected events from the System Events: list that you don't require email notification for by unchecking the relevant box or boxes.

3.Click on the System Contacts tab.

•A table of User Names and Email addresses is displayed, with either an Edit Contacts link (if an Email System Group has been previously added) or an Add Contacts link. See Figure 441 below:

Figure 441

Email System Group Edit Contacts

Email System Group System Contacts

➢Clicking on the Edit Contacts link enables the addition or removal of System Contacts as outlined in the Section below.

➢Clicking on the Add Contacts link enables the addition of System Contacts as outlined in the Section below.

4.Click on the External Contacts tab.

•A table of External Contacts is displayed, with either an Edit Contacts link or Add Contacts link. See Figure 442 below:

Email System Group - External Contacts Add

Email System Group External Contacts2

➢Clicking on the Edit Contacts link enables the addition or removal of External Contacts as outlined in the Section below.

➢Clicking on the Add Contacts link enables the addition of External Contacts as outlined in the Section below.

Note:

If no Email System Group has been previously added, clicking on Submit before adding System Contacts or External Contacts will display the following warning dialog:
Contact List Empty

To Add or Remove Contacts to or from the Email System Group

1.Click on either the System Contacts or External Contacts tab on the Email System Group window to display either the System Contacts or External Contacts pane of the Email System Group window respectively. See Figures 440 and 441 above.

2.In either displayed pane, click on either the Add Contacts or Edit Contacts link (see Note above) to display either the Add Contacts window or Edit Contacts window respectively. See Figure 442 below:

Figure 442

Add Contacts Email Heartbeat

Edit Contacts Window Email

3.In either displayed window, select the required Site from the Site Name: drop-down list.

•Contacts associated with the selected Site will appear in the left hand Source List: panel.

•If there are a large number of Sites/Contacts, the required Site/Contact can be found by starting to type the required Site/Contact's name into the Filter Source List: field; the list is edited to take account of what is being typed.

•On initial setup there will only be one Site available, which is created during the installation.

•See more about creating Sites in the Sites section.

4.To Add System/External Contacts:

•To add a single Contact to the Email System Group, select a single Contact in the Destination List panel and click on the single the right-facing arrow to move the selected Site's Contact to the right-hand Destination List panel.

•If there are a large number of Contacts in the Destination list, the required Contact can be found by starting to type the required Contact's name into the Filter Destination List: field; the list is edited to take account of what is being typed.

•To add all of a Site's Contacts to the Email System Group, click on the double arrow to move all of the selected Site's Contacts to the right-hand Destination List: panel.

Note:

Further Sites can be selected from the Site Name: drop-down list and their associated Contacts added to the Destination List using the procedures above.

To Remove System/External Contacts:

•To remove a single Contact from the Email System Group, select a single Contact in the Destination List panel and click on the single left-facing arrow to move the selected Site Contact to the Source: list.

•To remove all Contacts from the Email System Group, click on the double left facing arrow to move all of the group's Contacts to the Source: list.

5.Once you are happy with your selection of Sites/Contacts, select the Submit button at the bottom left of the Add Contacts window.

•This will return you to the Create Email System Group window.

6.Click on the Submit (or Update) button at the top left of the window to add a new Email System Group (or save the changes to the Email System Group).

•If the Email System Group's details have been successfully updated or added, you will be returned to the Email System Group window, which will display a relevant green message dialog box, confirming the update/addition. See Figure 443 below:

Figure 443

Email System Group Successfully Created

Email System Group - Record Updated Successfully

To Delete an Email System Group

1.Select the Email System Group; displayed in the Group Name: dialog box in the Edit Email System Group.

2.Click on the Delete button in the Email System Group window. See Figure 443 above.

3.Click on Yes in the window displayed below:

Figure 444

Delete Selected Records Email Heartbeat