Phone Call Action

The Phone Call action is used to initiate a phone call to a designated recipient when the defined event occurs. You can define the recipients and message delivered in the phone call. The MC for Phone / SMS service must be installed to use this feature.

To define the settings for the text:

1. Select the Phone Call check box.

2. Use the Phone Call tabs as described below:

   • Event Recipients – This tab lets you to specify the roles associated with the affected record that should receive the call.

     For example, a Shop Supervisor might be designated to receive a phone call for a rule associated with the shut down of an asset. Or, the Assigned Labor on a work order might be designated to receive a call when a work order is issued.

     To receive a call, Event Recipients must have a valid phone number populated into the record. The Mobile Phone Number field is used for Labor records.

   • Recipients – This tab lets you to specify individual phone numbers that should receive the call. To add a recipient, enter the 10 digit phone number. If multiple numbers are to be entered, separate them with a comma or semi-colon.

   • Message – This tab is used to create the message that should be spoken to the recipient. Since the message will be spoken exactly as specified, abbreviations should be avoided.

     Note:

     The Maintenance Connection Service Agent is required for Rules that include Email, Text Message, Phone Call, and Database Script actions.