Sending ad-hoc data capture requests

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When you create a data capture request for an account, an issue is created and a notification is sent to the assignee of the account location.

Before you begin

Your system administrator must assign a notification contact to an account location. Each location can have a single assignee for data capture issues. For more information, see Setting up notification contacts.

About this task

You can create an ad-hoc data capture request that creates the issue and sends an email to assignees. For more information about scheduling data capture requests, see Scheduling data capture requests.

In the Data Capture form, you can browse to select one or more accounts to associate with the request. The location name is displayed beneath each account. Locations in red indicate that no assignee is created for data capture issues at this location. Any data capture issues that are created for these accounts are assigned to the system user.

Note: Known issue: An error might occur if you open a Request Data Capture form for 400 or more accounts. As a workaround, you can open the form for a single account and then add other accounts within the form.

Procedure

  1. From the main menu, click Manage > Accounts to open the Accounts grid.
  2. Locate one or more accounts in the Accounts grid and select them.
  3. From the pop-up menu, click Request Data Capture.
  4. In the Request Data Capture form, provide the details of the request.
    1. Enter the summary text that will appear in the title of the issues.
    2. Add a description.
    3. Select one or more accounts. If you select multiple accounts, click Confirm.
    4. Set the schedule to Create issue now.
    5. Set the date range for the data capture.
    6. Enter the due date for the response.
  5. Click Create.

Results

Issues are created for each account, and a consolidated email notification is sent to the assignee at each location.