W08 - Rules Manager Notifications and Alerts

Rules Manager Notifications and Alerts (W08)

Work Management Track

1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following

Member ID W_CHECKPOINT Password Checkpoint2014

Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor

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Logon Instructions

Presenter Name Genaro Garza

Background information

bull Role and expertise at Maintenance Connection

bull Fun Fact

Presenter Bio

Rules Manager Defined

Email and Text Notification

Alert and Message Center Notification

Agenda

What is the Rules Manager

Criteria and Actions

Rules Manager Defined

Establish Rules for automatic actions based on events

Wide selection of events available

What is the Rules Manager

Create the following

bull Emails

bull Text Messages

bull Notifications

bull Assignments

bull Database Script

What is the Rules Manager (contrsquod)

Criteria defines the records to which rule is applied

Actions define what takes place when rule is executed

Criteria and Actions

Email Notifications

Text Notifications

Email and Text Notification

Send Email Action used to initiate email when event occurs

Example of use

bull Email generated to supervisor of Shop based on Work Order completion

Email Notifications

In this example an Email Notification will be setup to

bull Notify Shop Supervisor

bull For Mechanical Shop

bull When Work Order has been Completed

Email Notifications Example

Populate Event information

Email Notifications Example (contrsquod)

Define Criteria

Email Notifications Example (contrsquod)

Define Action Indicator and Settings

Email Notifications Example (contrsquod)

Define Associated Recipients

Email Notifications Example (contrsquod)

Define Message Text and HTML

Email Notifications Example (contrsquod)

Add Attachments (optional)

Email Notifications Example (contrsquod)

Notification is fired

Email Notifications Example (contrsquod)

Send Text Message Action used to initiate text message when event occurs

Example of use

bull Text notification to Repair Center Supervisor upon Work Order requested with a Category of ldquoSafetyrdquo

Text Notifications

In this example a Text Notification will be setup to

bull Notify Supervisor and Assigned Labor

bull For High Priority Work Orders with an Equipment Failure

bull When Work Order has a new Assignment

Text Notifications Example

Populate Event information

Text Notifications Example (contrsquod)

Define Criteria

Text Notifications Example (contrsquod)

Define Action Indicator and Settings

Text Notifications Example (contrsquod)

Define Associated Recipients

Text Notifications Example (contrsquod)

Define Message

Text Notifications Example (contrsquod)

Notification is fired

Text Notifications (contrsquod)

Now letrsquos practice creating an Email Notification for a Work Order Status Change

Create Email Notification Hands-On

Navigate to the Rules Manager via Tools Menu Rules Manager

Select New

Select the Event Work Order Status Change to Cancelled

Create Email Notification Hands-On (contrsquod)

Add ldquo ndash Your Name Hererdquo to the end of the Rule Name

Enter 1 as Rule Order

Create Email Notification Hands-On (contrsquod)

Uncheck the Rule Enabled Indicator

Save your Rule

Find your Rule in the List select it and click Edit

Create Email Notification Hands-On (contrsquod)

Navigate to the Criteria tab and add the Type as Safety

Navigate to the Actions tab and select the Send Email indicator

Create Email Notification Hands-On (contrsquod)

Select the Recipients tab and enter your email address

Check the Rule Enabled indicator

Click Save

Create Email Notification Hands-On (contrsquod)

To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders

Fill in the required details highlighted in blue

Type = Safety

Create Email Notification Hands-On (contrsquod)

Select the Action bar Cancel

Put your initials in the request for Labor Report and Apply

You will receive the email notification that the Work Order has been cancelled

Create Email Notification Hands-On (contrsquod)

You have now successfully completed creating an Email Notification

Create Email Notification Hands-On (contrsquod)

Alert Defined

Message Center Defined

Alert and Message Example

Alert and Message Center Notification

Alert sub-tab specifies

bull Online popup display

bull Content appearance and sound

bull ldquoClick Actionrdquo option

bull Send message option

Alert Defined

Message Center sub-tab

bull Notification results in message sent to Message Center

bull Internal source for communication

Message Center Defined

In this example an Alert Notification and Message will be sent

bull Notify Requester and Assigned Members

bull For Electrical Shop and High priority Assets

bull Upon Work Order Priority change

Alert and Message Example

Populate Event information

Alert and Message Example (contrsquod)

Define Criteria

Alert and Message Example (contrsquod)

Define Action Indicator and specify Message Center Settings

Alert and Message Example (contrsquod)

Define Alert Settings and Click Action

Alert and Message Example (contrsquod)

Define Associated Recipients

Alert and Message Example (contrsquod)

Message should be added

Alert and Message Example (contrsquod)

Notification is fired

Alert and Message Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Rules Manager With Message Center

Notifications - How to Create Edit amp Email

On-Screen Notifications

V60 Rules Manager Enhancements

Additional Resources