This section describes the process of setting up work order notifications.
- Navigate to Admin > Notifications.
- Click
.
- Specify the BUILDING, ISSUE TYPE, ON STATUS, RECIPIENT, and ACTION.
- BUILDING – select one building name from the dropdown menu. All notification rules are configured per building.
- ISSUE TYPE – notifications may be configured for individual or groups of issue types, or for *All issue types in a building. Selecting *Site Default will apply the notification rule to any remaining issue types for a building after any other specific issue type notification rules have been created.
- A custom selected list of issue types may be created by clicking the Select Issue Type link, and specifying each issue type to which the notification rule will apply.
- ON STATUS – this setting establishes the status that will trigger the notification. For example, selecting New will trigger a notification when a work order is first submitted. Notification rules are configured separately for each status and for each person to whom the rule applies.
- RECIPIENT – this setting specifies the employee, tenant or vendor to be notified when a status change occurs for the selected issue type(s). This setting may also trigger a notification to a generic role such as Assignee or Tenant.
- ACTION – this setting specifies the delivery method for the notification:
- Assign To – assigns the work order to the individual specified in Recipient.
- Notify – in order for SMS notification to deliver, the employee or tenant employee contact information must include the mobile phone number and the mobile carrier name.
- Click SAVE to create the new notification.
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