Notification Rule Detail

On this page you can edit existing notification rule details. You are also navigated to this page when you click New on the Notifications page.

You can configure the following:

• Name: Enter the name of the notification rule

• Alert trigger: Select the event that triggers the notification (asset created, work order created, work order status change, and so on)

• Alert notification calendar: Select a pre-configured schedule for sending notifications (used in lieu of an Alert trigger since it runs on a schedule and is not triggered by an event)

• Create history event: Determines whether a history is event is created when the notification is sent

• Status: Determines whether the notification rule is active or inactive

• Automated phone call: Determines whether the notifications is sent via phone call; if Yes, configure the following:

  • Message type: Determines whether the phone message is an automated reading of a Message text text or an uploaded audio Recording

    If you select Message text, enter the text for the automated reading in the Notification message field.

    If you select Recording, upload the audio recording of the phone call using the Choose file button.

  • Select phone recipients: select the check boxes for each role that should receive the phone call (provider, site, maintenance manager, and so on)

• Email notification: Determines whether the notification is sent via email; if Yes, configure the following:

  • Select email recipients: Select the check boxes for each role that should receive the email notification (provider, site, maintenance manager, and so on)

• SMS notification: Determines whether the notification is sent via SMS text message; if Yes, configure the following:

  • Select email recipients: Select the check boxes for each role that should receive the text message (provider, site, maintenance manager, and so on)

• Notification message: Enter the notification message to be sent through the select medium(s)

  This is required for all notification types except the Recording option for the Automated phone call.

Rule builder

When you create a new notification rule, the Rule builder sets the criteria by which, when met by the alert trigger, the notification is sent. You can have multiple entries for each rule.

1. Click the plus sign button.

2. Select a Criteria Value from the menu that appears.

   For example, the Alert trigger for the notification could be a work order cancellation, and the Criteria value would determine the cancellation reason that would trigger the notification. Options include:

   • Asset Category

   • Asset condition

   • Asset type

   • Client

   • Escalation reasons

   • Flagged condition

   • Organization

   • Problem type

   • Provider type

   • Service provider

   • Site

   • Site attribute

   • Site occupation

   • Site operation

   • Site type

   • Work order canceled

   • Work order priority

3. Click Edit.

4. Select the names, codes, or values from within the Criteria value to add as Saved values.

   You can select any or all of the items configured for the Criteria value, such as particular clients if you select Client for the Criteria value.

5. Click Save.

   Your selections appear as Saved Values for the Criteria Value. When the alert trigger matches your selections, the notification is sent.

6. Save the rule.