7 docs tagged with "automation"

Configure and manage automated payment reminder emails, overdue notice escalation, and optional auto-cancellation for unpaid invoices.

Configure daily automation schedules, student and staff import behavior, guardian imports, grade level mapping, and automated notification settings.

Generate CSV and PDF exports for users, devices, transactions, incidents, loaners, invoices, and more for auditing, billing, and external system integration.

Configure system-wide Help Desk behavior including portal availability, ticket auto-close rules, attachment security, and reply settings.

Set expected return dates for loaner devices and send automated reminders to users.

Configure automatic email notifications when parts inventory drops below reorder levels, including immediate alerts and daily digest summaries.

Create and configure Help Desk Departments including auto-assignment rules, email importing setup, custom fields, and department-specific settings.