Ivans

CSIO

When you initiate a download (CSIO) session in this area, the system retrieves download the files from your mailbox(es). Each CSIO session generates a communication log, which contains information about the status of the downloaded items.

Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.

From the Home screen, do one of the following:

Click Procedures on the navigation panel.
Click Areas > Procedures on the menubar.
Click the down arrow next to Home on the options bar and select Procedures.

From any other area of the program, do one of the following:

Click the down arrow to the right of the Home options bar button and select Procedures.
Click Home > Procedures on the menubar.

Click Interface Management > Assign Items in Suspense on the navigation panel.

Do one of the following:

Click Actions > CSIOnet on the options bar.
Click Actions > CSIOnet on the menubar.

The Communication Log Recipients - CSIO screen displays.

Note: You cannot edit this screen if the Communication Log Layout is set to Custom – Layouts selected to Print in Reports/Marketing in Interface System Settings.

You can change the people that receive a copy of the communication log using the list at the top of the screen. When you select a recipient, that person's options display in the Delivery Options frame.

Add a Recipient
1. Click the Add button beside the list.
2. Click the Name dropdown box and select the person you want to receive the communication log.
3. Select the Notify Only checkbox to provide only a notification and not a copy of the log.
4. Click the Change Notification Settings link if applicable.
  1. Select the appropriate radio button:
  2. Click Finish or press [Enter].
5. Select the desired delivery method options for the selected person:
- Printer: Select the printer you want to use to print the log.
- Email: Select the correct email address to send the log to.
- Attach As: If you select an Email address, choose if you want to send the log as a PDF, an Excel document, or a CSV file.
- Fax #: Select the appropriate fax number from the dropdown list.
- Cover Page: If you select a Fax #, select a cover page to include with the fax. To change the Language of the selected Cover page, select it from the Language dropdown menu.
  
  Note: you must set up a Cover page in all desired languages in Fax Cover Page Configuration to make these languages available for selection from this dropdown menu.
- Email/Fax Subject: If you select an email address or fax number, enter a subject.
1. Click Add to save this recipient's options and add another.
  
  Click Finish to save this recipient's options and return to the Communication Log Recipients screen.
  
  Click Cancel to discard changes and return to the Communication Log Recipients screen.
Edit a Recipient's Options
1. Select the recipient whose options you want to edit and click the Edit button .
2. Select the Notify Only checkbox to provide only a notification and not a copy of the log.
3. If you are changing your own delivery options (Current User) and you should be notified only under certain circumstances or not notified at all, click the Change Notification Settings link label.
  1. In the Change Notification Settings pop-up window, select the appropriate radio button and click Finish.
    - Successful: Notifies the recipient if the report reached all recipients.
    - Unsuccessful: Notifies the recipient if the report did not reach an intended recipient.
    - No notification: Do not notify this recipient of the success or failure of the report delivery.
      
      Note: The notification defaults are set in Notifications Configuration. If you cannot change the selection, rights must be granted to the recipient in question using this feature.
  2. Select the Notify Only checkbox if you not need a copy of the report but should be notified of its delivery status (successful or unsuccessful). This disables the Printer, Email, and Fax # dropdown menus.
4. Edit the delivery method options:
- Printer: Select the printer you want to use to print the log.
- Email: Select the correct email address to send the log to.
- Attach As: If you select an Email address, choose if you want to send the log as a PDF, an Excel document, or a CSV file.
- Fax #: Select the appropriate fax number from the dropdown list.
- Cover Page: If you select a Fax #, select a cover page to include with the fax.
- Email/Fax Subject: If you select an email address or fax number, enter a subject.
1. Click Finish to save this recipient's options and return to the Communication Log Recipients screen.
  
  Click Cancel to discard changes and return to the Communication Log Recipients screen.
Delete a Recipient
1. Select the recipient you want to delete.
2. Click the Delete button.
3. A confirmation dialog displays. Click Yes to delete the recipient.

If you want to change the printer settings for a selected recipient, click to highlight the correct recipient and click Change Printer Settings to display the Print window.

Edit Scheduling for the update. You can choose to update Now, or you can Schedule it for later:

Click the Schedule radio button.
Select the date and time you want to run the log. Click the down arrow for a pop-up calendar.
Select the Recurrence frequency for the log.

If you select anything but One Time Only, the email is sent automatically at the interval and time selected in this section. Consider scheduling lengthier updates to run after business hours.

Click Finish to run the update, and then click OK on the Submitted for processing message.

Click Cancel to exit the screen without running the update.