Best Practices – Action Item Message Details

The method by which this notification was sent. This is determined by the configuration of the notification settings in the rules of the step of the action item.

Some example methods include the following:

• Email: Internal or external email.
• Paper: Letter type notification.
• Text: Notification sent by text.
• Web: This method references a flyout alert that was once available in the Vantaca database but is currently suppressed. These alerts technically still happen which is why this method still appears. 
• App: Occurs in the Mobile app.

Notes:

• When a new message/notification is sent (including Cc and Bcc) to Homeowner, Service Provider, or Board roles, the system always sends an external email.
• Management company roles do not receive an external email if their communication preference for Email is not enabled. They will receive an in-app message (My Messages) only. If they do enable the Email communication preference, they will receive both an in-app message and an external email.
• Action item step notifications follow the Step Rule Notification/Mail Format

The current status of the notification, such as Sent, Printed, Error, Processing, or No Token.

No Token only displays when the Method is App and indicates that they do not have the mobile app or have not registered for app notifications.

Includes additional details about the notification depending on the action item type and method of the notification, such as email address if the method is email.