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JustWare Notifications | By: Dave Virgin
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Are You in the Right Class?
Learn about two things: Notifications Reminders Differences and benefits Best practices Real examples Increase communication with your cases
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Communication from JustWare
Notifications JustWare Tasks Reminders Alerts JusticeWeb Reports JustWare Calendar Report Subscriptions
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Notifications vs Reminders
Reminders (ticklers) JustWare client popup / Popup notifies JustWare Users of JustWare events (where they are involved) goes to someone’s most recently added active address Notifications s sent to anyone, reminding them of anything in JustWare Configured with Business Rules
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Reminders Send an email or pop up reminder to event involved people
Must be an event involved person (Event, Correspondence, or Task) Popop notification only pops up in the JustWare client (recipient must be a JustWare user) s require an active address on the recipient’s name record Reminder times list can be adjusted in the JWXML and are specific to that screen
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Notifications Sent by Business Rule only
Notify Names or Notify Involved Names activities The notification will be sent to the “active” address Unless otherwise specified in a getdata “To” field. This would replace the NameID field Can be triggered by anything that can trigger a Business Rule Includes Batch and On Demand Able to notify of anything in JustWare, not just Events Both Notification and Reminder s must have an SMTP server configured in the Maintenance Console (correspondence does not)
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Real World examples of Notifications
Send Officer Subpoenas If an individual is in custody Restitution Payment received When Discovery is Downloaded Notification that a Drug test is due today Case Status/ Case Type change or Change to a Name Record Notify an attorney that a new document has been added to a specific folder Notify an Attorney or other case involved person that an individual has been added to another case
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Any other examples? What notifications would a Court want?
What notifications would a Prosecutor’s office want? What notifications would a Public Defender’s Office want? What notifications would Pre-Trial services want? What notifications would Probation departments want? What other types of notifications would you want?
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When should you use Notifications vs. Reminders
Is an Event involved? Is Correspondence involved? Is a Task involved? When does the notification need to be sent? Are Cases being entered or modified? Status changes?
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Event Reminder Configuration
Universal Event Reminders Configure defaults for time, , and popup for each event type. These apply after a save (also function with business rule results) Event Reminder Templates Function just like JDA (Datasources, Fillpoints, etc.) If you don’t have a custom template defined you get a generic default template Static set of Event and Case Fields (no recipient info for Correspondence) Involvement Type / Case Type / Event Type not required
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Email Reminder Template
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Notification Email Templates
Template functions similarly to Reminder Template or JDA Case / Name / Event specific Datasources @EventID Build and test in JDA (especially if there is logic/formatting) Body of Notification Template Datasources of Notification Template (only 1 “Queries” allowed, so add all your “Query” datasets into one “Queries”)
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Notification Datasource
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Notification Email Templates
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Sending Notifications as Texts
If you use JustWare to send these they will still be considered s Each provider has an “SMS Gateway” You need to know everyone’s cell phone Provider! (sample provider list) notification GetData will create the appropriate address based on phone number and provider Doesn’t work with number porting, may be blocked by carrier as spam, some carriers will cut you off if volume is too high API options to do this as a service (Twilio, Plivo, Nexmo, Layer, etc)
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Texting Code Table Configuration Example
You can use any of the name contact info code tables
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Notification Datasource Example: Building “To” field
SELECT TOP 1 e.NameID , [To] = ( SELECT CAST(CAST(( SELECT SUBSTRING(e. Address, Number, 1) FROM MASTER..spt_values WHERE [Type] = 'p' AND Number <= LEN(e. Address) AND SUBSTRING(e. Address, Number, 1) LIKE '[0-9]' FOR XML Path('')) AS xml) AS varchar(MAX)) ) + et.Notes -- Above code removes all non-numeric characters from the phone number we placed in the address FROM jw50_ e JOIN jw50_ Type et ON e. TypeCode = et.Code WHERE e.NameID AND e. TypeCode LIKE 'e%' -- Code convention of texting address types starts with a lower e AND ( e.ActiveDt <= GETDATE() -- Active date is either blank or in the past OR e.ActiveDt IS NULL) ORDER BY e. AddDt DESC
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Steps to not get blocked by Carriers
SMTP Server must have the following: SPF Record Hostname Reverse DNS hostname/lookup s to carriers requesting whitelisting Some will refer you to a whitelist application webpage
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Setting up the SMTP Server
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Troubleshooting Email Notifications
Does the Name Record have a address listed? By default only the most recently added address will get the . Otherwise you will need to set up a Business rule to add the other addresses Send a test notification from the JustWare Maintenance console, you may need to check your Junk box Check Notification Log report or jw50_NotificationLog / jw50_NotificationQueue to see if the notification went out or if there was an error From the JustWare Maintainance console check the service. You may need to uninstall the service and then Install it again Check with your I.T. team to see if the firewall may be blocking the Call JustWare Support
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Thank You for Attending!
Dave Virgin
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