How do I create a new notification?

This section describes the process of setting up work order notifications.

1. Navigate to Admin > Notifications.
2. Click .
3. Specify the BUILDING, ISSUE TYPE, ON STATUS, RECIPIENT, and ACTION.
   1. BUILDING – select one building name from the dropdown menu. All notification rules are configured per building.
   2. 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.
      1. 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.
   3. 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.
   4. 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.
   5. ACTION – this setting specifies the delivery method for the notification:
      1. Assign To – assigns the work order to the individual specified in Recipient.
      2. 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.
4. Click SAVE to create the new notification.