Working with Statuses
- Renaldo Figueiredo (Unlicensed)
There are three main status indicators provided by Email Jobs, which can be used to track the status of an Email Job. These are:
- Email Status: the status of an individual email
- Task Status: the status of an Email Task (which belongs to an Email Job); and
- Job Status: the status of an Email Job
Include these three statuses in your Email Jobs view, so that you can track the current situation of your Email Jobs.
Email Status
Email Status | Description |
Stopped | If the recipient clicks on "Acknowledge this Email", it stops all further reminders. |
Not Sent | If before the day the email was scheduled to be sent the client supplies the information requested, a staff member ticks the "Received" box and completes the job. |
Failed | Nimbus couldn't send email for some reason - eg:
|
Sent | The email job was successfully sent by Nimbus to the selected recipients |
Viewed | The email has been opened by the recipient. Note: if the recipient viewed the email, but it is not reflected at the Viewed Status, it means that is the recipient has the automatically turned off the viewing of images. |
Pending | The email job is scheduled to be sent in the future. |
Task Status
Task Status | Description |
Complete | The webform has been downloaded by Practice, or the Received box has been ticked. |
Approval Req | The email job is currently waiting for the approval, which has been setup on the Schedule tab. |
In Progress | Job has been sent, and Task is in Progress |
Form Opened | Checklist has been opened |
Data saved | Checklist has been saved, but not Submitted |
Submitted | Checklist has been Submitted |
Expired | This is set if the job has a Follow-up email, but does not have a Discontinue date |
Unsigned Documents | Documents that were set to be signed, but have not yet been signed |
Job Status
Job Status | Description |
Approval Req | Approval has been selected on the Schedule tab of an Email Job |
Suspended | Job has been suspended. To suspend an email job simply click on the Active icon and to resume it, click on the Suspended icon. |
Archive | Job is complete, i.e., Job has been downloaded by Practice or Received has been selected. |
Active | Job is current and not complete. |
