Configure Notifications

As an administrator, you can create or edit notification rules to help recipients stay informed about maintenance events and take the appropriate actions.

Set up a notification

Configure notification rule details to facilitate an appropriate response to the event that triggers the notification.

1. Go to Admin > Notifications.

2. Choose one of the following:

   • To edit a notification, select it.

   • To create a notification, click New.

3. Enter the name of the notification.

4. Configure one of the following alert methods:

   • 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.

5. Indicate whether a sent notification creates a history event and whether the rule's Status is active or inactive.

6. Configure one of the following notification types and select each role that should receive the notification.

   • Automated phone call: Sends the notification via phone call, with the Message type either as an automated reading of a text message or an uploaded audio recording.

   • Email notification: Sends the notification via email.

   • SMS notification: Sends the notification via text message.

7. Enter the Notification message.

   Required for all notification types except the Recording option for the Automated phone call.

8. Use the Rule builder, described below, to configure narrower criteria for triggering the notification.

9. Click Save.

Set criteria for a notification rule

When you set up a notification rule, the Rule builder sets the criteria that triggers the notification. For example, if the creation of a new asset is a notification's alert trigger, you can use the Rule builder to indicate that only assets created with a specific asset type should trigger the notification.

You can have multiple criteria 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.