Notification Rule Detail

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

Configure the following:

• Name: Enter the name of the notification rule.

• Alert trigger: Select the event that triggers the notification, such as Asset created, Work order created, Work order canceled, and so on.

• Alert notification calendar: Select a pre-configured schedule for sending notifications. This is 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 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 text message or an uploaded audio recording.

  • Select phone recipients: Select the check boxes for each role that should receive the phone call.

• 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.

• 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.

• Notification message: Enter the notification message to be sent through the select mediums.

  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 +.

2. Select a Criteria value.

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. Click Save.