Smart Email Sub-Tab

The Maintenance Connection Report Smart Email feature allows you to email editable forms and reports to users of the system, as well as third party individuals without system login credentials. The Smart Email sub-tab, which is presented on both the Smart Elements tab and the Schedule tab, allows you to establish settings for email distribution of the current report, including specifying security settings or protocols. These settings are in effect when reports are emailed manually, as well as when they are automatically generated on a scheduled basis.

The Smart Email feature provides an expedient method for email recipients to update information without the need to navigate or view other parts of the system. Recipients of the email only have access to the report form and defined smart elements, they will not have general access to system features or report setup. As such, this feature can be used for third party recipients (such as a customer or contractor), allowing them to update pertinent information. Numerous settings are available to ensure appropriate security. Users can be forced to log into the system in order to access the smart report, or automatic login can be enabled.

Reports are emailed with smart elements disabled; users can enable smart mode through the use of a button provided within the email. Clicking the button prompts the user to log into Maintenance Connection (if required). Once login credentials have been accepted, the report opens in the Report Preview window with smart elements enabled. The Report Preview window only provides options to Print, Export, or Refresh the report. Users cannot access other parts of the system from this window.

The Auto-Login functionality does not work in conjunction with the Rules Manager option to send reports as an attachment. Configuring a rule to send a report with Auto-Login enabled results in the report not displaying as an attachment in the sent email.