Please note: This article does not apply to customers running MET/TEAM EXPRESS version. Please contact your sales representative for more information. Fluke Calibration Sales

If your organization has a large number of contacts that will be receiving emails for recall, it may not be feasible to manage the list of contacts in the alert by hand. Fortunately, MET/TEAM has the capability to automatically populate that list based on the contacts in your database that are associated with customer facilities.

This article assumes that you already have a functioning recall alert in your system. If you do not have one yet, please follow How to Setup an Alert for Recall.

MET/TEAM generates the list of contacts via a data check and most versions of MET/TEAM contain the needed data checks, however they are typically inactive.
To located them in MET/TEAM:

• Click Configure --> Data Checks
• In the find page ensure the [Show Inactive] button is in its selected / darker state to include inactive records
• Set the "Affected Page" filter to "Runnable"
• Set the "Data Check Name" filter to 'contain' "recall"
• and click find

This shows you a list of all the runnable recall data checks in your MET/TEAM. 
If the desired data check is inactive, open the data check, check the active check box and save the data check record.

If no runnable, recall data checks exist, the files necessary to create a data check are attached at the bottom of this article, titled 'Runnable_-_Manage_Recall_Contacts.txt' and then 'UpdateContactList_2_2_0.txt' unless your MET/TEAM version is 2.1 or older, then you will use 'UpdateContactList.txt'.  

PLEASE NOTE: MET/TEAM 2.2.0 or newer users need to use the 'UpdateContactList_2_2_0.txt' file. 

Steps 1 - 9 only need to be accomplished if you don't have any runnable recall data checks, if you already have an active, useable data check, skip to step 10.

1) Download the two files from this article.

2) In MET/TEAM, go to Configure -> Data Checks.

3) In the Manage Data Check Scripts screen, click the Add button.

4) Give the data check a name, mark it as active, and set the affected page to 'Runnable', as shown below.

5) Paste the contents of 'Runnable - Manage Recall Contacts.txt' into the body of the data check and save the record.

6) Click the Add button in the lower left-hand corner of the screen to add a new SQL Function.

7) Name the function UpdateContactList as shown below. This name is case-sensitive.

8) Paste the contents of 'UpdateContactList.txt' or 'UpdateContactList_2_2_0.txt' if your are running MET/TEAM 2.2.0 or newer into the body of the SQL Function and save the SQL record.

9) The data check should look like the below screenshot when it is complete.  Save the Data Check record

10) Now you need to configure the alert to use the desired Data Check.
On the main MET/TEAM menu click Reports--> Alerting Schedules and locate and open the desired alert.

11) To generate the contact list dynamically, use the ellipsis button to add the desired data check to your existing recall report as shown below

12) Save the alert

Test that the contacts list is automatically populated the next time the alert runs.

If you want to setup recall escalation so that delinquent assets are escalated to the contact's manager, please see How to Setup an Alert for Recall Escalation.