How to create a notification?
To create a
notification, follow these steps:
- Go to Settings | System | Notifications;
- The list of
notifications will be displayed;
- Click on Create;
- The
notification creation screen will be displayed. In the Rules tab, you can
define the rules for sending the notification.
Notifications
can be dynamically sent to additional recipients, depending on the rules
defined. When a notification rule is met, the additional and fixed recipients
for sending the notification are determined.
The
notification rules are grouped by category as follows::
- Requests
- When a
request is created;
- When a
request changes status;
- When a new
follow-up message is added;
- Work order
- When a work
order is created;
- When a work
order changes status;
- When a work
order is assigned;
- When a new
follow-up message is added;
- Preventive
Maintenance
- When a
preventive maintenance is created;
- When a
preventive maintenance changes status;
- Before the
preventive maintenance event;
- Number of
days prior to notifications being sent;
- Meters
- When the
meter value is greater than a certain value;
- When the
meter value is a multiple of a certain value;
- Monitorings
- When the
value is greater than the upper action limit;
- When the
value is higher than the upper warning limit;
- When the
value is lower than the lower warning limit;
- Parts and
Inventory
- When the
stock is lower than the minimum defined by warehouse, if it is not defined by
the minimum stock defined in the part;
- Contracts
- When the
contract notification date is reached;
- Background
Services
- When the
KPI service fails;
- When the
availability service fails;
- When the
preventive maintenance service fails.
The rules
for determining additional recipients are the following:
- Requester:
sends email/push notification to the requester of the request (applies to
requests only);
- Asset
responsible people: sends email/push notification to the people responsible for
the asset;
- Workshop
Managers: sends email/push notification to workshop managers, if defined. If no
workshop is associated, sends to all managers of all workshops.
- Employees
Assigned to the Work Order: sends email/push notification to all employees
assigned to the work order.
- Work Order
Responsible: sends email/push notification to the person responsible for the
work order.
- Contract
Responsible: sends email/push notification to the person responsible for the
contract;
- Contract
assets responsible: sends email/push notification to the person responsible for
the asset.
The sending
rules are the following:
- Email:
sends an email message.
- Push
Notification: sends a push notification to CMMS Web and CMMS Mobile.
Fill in the
data. The information to be filled in is organized in tabs. Mandatory
fields are indicated by an orange border or can be consulted in the bottom
right-hand corner, next to the Reset button.
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The type of
notification used for each rule in CMMS Web is:
- Background
services: error;
- Meters:
warning;
- All other
rules: information;
Links to
edit the rule-related entity in the CMMS Web push notification are
automatically generated if the key and description tags are used in the
submission template.
The maximum
length of the notification is 1,024 characters, including HTML code, such as
links or other elements.
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