Notifications

Notifications appear to alert users that a recurring transaction has been scheduled to occur on or around that day.

Who gets notified?

Each recurring transaction requires that at least one user be added to the Notifications list.
When a recurring transaction is scheduled, the users on the Notification list will be the ones to receive a notification.

Once a user on the notifications list logs into Juris, they will see a notification box showing the scheduled Transactions.
The user has the option to perform the transaction or defer the transaction. If the user performs the transaction, then none of the other users on the notification list will receive notification of the transaction.
If the user defers the transaction, then the other users on the notification list, if there are any, will receive notification of the transaction when they log in until someone performs the transaction.

To perform the transaction, expand the schedule by clicking on the arrow button to see which items are listed in that schedule. Double click the item to open the particular transaction.
he transaction will open with all default fields supplied and all template information pre-populated. Follow the typical instructions for that type of transaction. Any additional required information not supplied by the template will have to be supplied before the transaction may be marked ready to post. Save and close the transaction when complete.

To postpone/defer all transactions, simply click the X button at the top right corner of the notification box.
To defer a particular transaction, open that item and select the Defer option
When an item or items are deferred, the Notification box will close, but the notification reminder will remain on the status bar at the bottom of the screen. This reminder can be clicked at any time to open the Notifications box and perform the transaction.

If any user on the notification list attempts to exit Juris without performing the scheduled transactions, a final reminder box will appear.
The user may click YES to close Juris or NO to remain in Juris. After clicking NO, the user must click the status bar reminder at the bottom of the screen to open the Notification box and perform the scheduled transactions.

Clicking the Cancel option on the transaction item will remove the transaction from all user's notification lists for the current occurrence of the transaction. Canceling will not remove that item from the Schedule.
For example, if the transaction is scheduled to occur weekly and a user cancels the transaction for this week, then no users will be reminded until the next scheduled occurrence of that transaction the following week.