---
title: "Setting up the Library claims notification task"
canonical: "https://support.soutron.net/space/HG/3276891/Setting%20up%20the%20Library%20claims%20notification%20task"
format: markdown
---
This section describes the process of setting up the task for sending the Supplier Claim emails. The claim task may be set up to just identify the claims OR to identify the claims AND automatically send out the claim notices to the supplier, thus providing a complete automated procedure.

Ideally you will have set up your [Library claims notification template](https://soutron.atlassian.net/wiki/spaces/HG/pages/3276885) before doing this, but it can be done from within this process as well.

---

**To access the tasks, select** <span style="color: #ff0000">**Modules**</span><span style="color: #ff0000">** > Task Centre > Task Maintenance**</span>.

The following screen displays, showing any tasks already defined:

![image](media://90d72634-3a95-44da-b2d5-fafe7611c933)

 

To create a task for the Library claims notification emails, click **Create task** in the Actions menu.

The following screen opens:

![image](media://ecff019c-4d7f-42af-ae4e-ccd42b9ff824)

 

The following tabs need to be defined:

- [General settings](#SettinguptheLibraryclaimsnotificationtask-GeneralSettings)
- [Task-specific settings](#SettinguptheLibraryclaimsnotificationtask-TaskSpecificSettings)
- [Export settings](#SettinguptheLibraryclaimsnotificationtask-ExportSettings)
- [Scheduler settings](#SettinguptheLibraryclaimsnotificationtask-SchedulerSettings)

## > Macro (anchor)

General settings

The General Settings allow you to define overall settings for the task:

|  |  |
| --- | --- |
| **Task Active** | Leave this option ticked if the task is to be active; un-tick if not |
| **Task Description** | Enter a name for the task, such as "Claims Generation and Librarian Notification Task" |
| **Task Accessibility** | Select whether the task is private (only visible to you) or can be seen by all staff |

## > Macro (anchor)

Task specific settings

Click on the Task Specific settings tab, then:

1. Select the task type "Notifications" from the drop-down list
2. A second drop-down list then appears: select "Claims"
3. Further options then appear as shown below:> Macro (inline-media-image)
4. Define the options as follows:
5. Alternatively, you can [create a new template](https://soutron.atlassian.net/wiki/spaces/HG/pages/3277970) here if you have not already done so, by clicking **Create new template**.
6. Either way, you are returned to the main screen, with the new template name displayed

## > Macro (anchor)

Export settings

Next click on the Export settings tab. The following screen displays:

![image](media://9bbd492b-cce8-4543-bdd4-bf2d8b84f9b1)

Select the following options:

|  |  |
| --- | --- |
| **Standard** | This is set to "Soutron" and should be left unchanged |
| **Report Format** | Ensure that this is set to "HTML" |
| **Receive Method** | This is set to "Email" and cannot be changed |
| **Report File Name** | Enter a name, such as "Claims Generation and Librarian Notification" |
| **Report Compression** | Leave the compression as "None" |
| **Email data delivery method** | This is set to "Include data as attachment" and cannot be changed |
| **Mail To:** | Leave this blank, as it is populated automatically from the "Users to notify" setting above |
| **Mail CC:** | Enter the email address of the person to whom emails should be CC'd, if any |
| **Mail BCC:** | Enter the email address of the person to whom emails should be BCC'd, if any |
| **Mail Subject:** | Enter a subject, such as "Claims Generation Notification" |

## > Macro (anchor)

Scheduler settings

> Macro (excerpt-include)



 

> Macro (panel)
> 
> Task Centre:
> 
> - [editing an existing task](https://soutron.atlassian.net/wiki/spaces/HG/pages/3278247)
> - [activating or deactivating a task](https://soutron.atlassian.net/wiki/spaces/HG/pages/3278614)
> - [deleting a task](https://soutron.atlassian.net/wiki/spaces/HG/pages/3277847)