Inspection Notification – Property/Region

The Inspection Notifications – Property and Inspection Notifications – Region pages allow an administrator to specify whether email notifications are sent when an inspection is created at a property, and who should receive notification. The page also allows administrators to print an Excel spreadsheet listing all established notifications.

These notifications can be set up at the property level (for a specific property only) or at the region level (for all properties within a selected region). If both region and property notifications are established, a property notification overrides the region notification. Specific notification rules can be established for each inspection class.

To open the Inspection Notifications – Property page:

  1. Open the Administration Menu page.

  2. Under the INSPECTION ADMIN heading, click Inspection Notifications – Property.

To open the Inspection Notifications – Region page:

  1. Open the Administration Menu page.

  2. Under the INSPECTION ADMIN heading, click Inspection Notifications – Region.

ClosedAdd a Notification

To add an inspection notification:

  1. Click the SELECT PROPERTY or SELECT REGION button to select the property or region you are defining the notification for.

    A dialog box opens allowing you to select the property or region.

  2. In the Filter by Inspection Class field, select the class of inspection you are creating a notification for.

    All existing notifications for the selected inspection class are displayed in the yellow pane.

  3. Click ADD NOTIFICATION.

    A dialog box opens allowing you to specify notification parameters.

  4. In the Inspection Type field, select the type of inspection you are creating a notification for.

    You do not need to select an inspection type. If you do not select an inspection type the notification will apply to all inspections types in the selected inspection class.

  5. In the Space/Floor field, select a space/floor.

    Space/floor specifications are used for property notifications only, not region notifications. If you select a space/floor, notifications will only be sent if the specified space/floor is associated with the inspection. If your installation is using the Space module's location hierarchy, select All Spaces/Floors.

  6. In the Notify field, select the name of the user to notify.

    Only users who have security rights to the specified property are included.

  7. In the Notify via Email field, select a value.

    These values indicate whether the selected user will be the main recipient of the email or copied on the email.

  8. In the Method field, select the email account to send the notification to.

    Some users have multiple email accounts associated with their user account (for example, mobile email, home email, work email). This value indicates which account to send the notification to.

  9. In the Email CC field, enter the email addresses of any other people you want to receive inspection notification emails.

    You can enter one or more email addresses, separated by commas. These people do not have to have system user accounts to be notified.

  10. Click ADD.

ClosedView/Print Existing Notifications

You can view a list of all the email notifications that have been created and print the list of notifications to an Excel spreadsheet. To view/print email notifications:

  1. Click the SELECT PROPERTY or SELECT REGION button to select the property or region.

    A dialog box opens allowing you to select the property or region to view notifications for.

  2. In the Filter By Inspection Class field, select an inspection class to narrow the list of displayed notifications.

  3. Click the Excel link to generate a spreadsheet containing a list of all displayed notifications.

ClosedEdit a Notification

Once you have created a notification, you can further define it or edit it. To edit a notification:

  1. Click the SELECT PROPERTY or SELECT REGION button to select the property or region containing the notification you want to edit.

    A dialog box opens allowing you to select the property or region.

  2. In the Filter By Inspection Class field, select an inspection class to narrow the list of displayed notifications.

  3. Click the Edit button to right of the notification you want to edit.

    The Edit Notification dialog box opens.

  4. Modify any of the following values:

    • Inspection Class – this value cannot be modified; to change the type you must delete the notification and create a new one
    • Inspection Type – the type of inspection
    • Space/Floor – the space/floor associated with the inspection (for property notifications only)
    • Notify – the person to notify
    • Notify via Email – whether the person should be the recipient of the email or copied on the email
    • Method – which user email account to send the notification to
    • Email CC – a list of additional email to receive inspection notifications
  5. Click UPDATE.

ClosedDelete a Notification

Notifications that are no longer needed can be deleted from the system. To delete a notification:

  1. Click the SELECT PROPERTY or SELECT REGION button to select the property or region containing the notification you want to delete.

    A dialog box opens allowing you to select the property or region.

  2. In the Filter By Inspection Class field, select an inspection class to narrow the list of displayed notifications.

  3. Click the DEL button to right of the notification you want to delete.

    A dialog box opens asking you to confirm your choice.

  4. Click OK.

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