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ID221 - eAutomate Users not set up correctly Overview & Sample

Ensure eAuto Employee Records set with needed UserID, Name and Email Address

Overview | Samples | Variables | Alert Functionality | Best Practices & Tips |  Related Alerts

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Overview

Overview

It is important to have an Employee Record set up for each eAuto user AND for each record be linked to a login UserID AND have a valid email address in their record. eAuto stamps each transaction with the login user. This ensures you can track activity. Link is also required for Remote Tech users.

Additionally, many of our alerts show the creator/updator of a record and/or transaction. This linking is also necessary for any of our alerts to be sent to TO CREATOR (the creator of the transaction). The database stores the UserID who created/updated a transaction and we take that UserID to do a crosslookup to the Employee Record to find the email address for the creator/updator. We can't report correct info back to you unless these fields are populated. 

Run Schedule: Daily

Type of Output: Email

 

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Sample

Sample

ID221_Sample.PNG

 

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Variables

Variables

ID221Variables.PNGVariable X: List any users you want to exclude (separated by comma), otherwise will consider all except RT and CEOJuice

Variable Y: List Branch Numbers for alert to trigger on (leave blank for ALL)

 

 

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Alert Functionality

Alert Functionality

-Alert looks at all active eAuto Employee Records and reports on any missing UserID, Name and/or email address

-Alert will NOT report on user CEOJuice or RT (Remote Tech)

-If alert is showing the same user multiple times, that is because that user is referenced mulitple times in eAuot (on meter reads, sales orders etc.) Once the required information has been supplied they will fall off your list.

ID221Repeats.PNG

 

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Best Practices & Tips

Best Practices & Tips

 

-For every eAuto Employee Record make sure you populate Number, Login user ID, First Name, Last Name and Email:

ID221ER.PNG

 

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Related Alerts

Related Alerts

ID245 - Sales Rep Email and/or Manager Assignment Missing

 

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