PT
ES
Notifications automatically alert users, by email or push notification, when an event occurs in the system, such as a request being created or a service failing. Each notification is defined by sending rules and recipients, and the result of each send is recorded for later review.
Create notification
To create a notification, follow these steps:
Go to Settings | System | Notifications;
In the list of notifications, click on Create;
On the creation screen, fill in the required data in both tabs. In the Rules tab, you can define the rules for sending the notification.
Required fields are indicated. They can also be viewed in the top right-hand corner, next to the Reset button.
Notification rules
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 is sent when one of the rules is met. The rules are grouped by category:
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 greater 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.
Recipients
In addition to fixed recipients, the notification can be dynamically sent to additional recipients. When a rule is met, the system determines the fixed and additional recipients according to the following rules:
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.
Sending methods
The notification can be sent in one or more ways:
Email: sends an email message;
Push Notification: sends a push notification to CMMS Web and CMMS Mobile.
If the key and description tags are used in the sending template, the push notification in CMMS Web automatically includes a link to edit the entity related to the rule.
In CMMS Web, the notification type depends on the rule:
Rule | Notification type |
|---|---|
Background services | Error |
Meters | Warning |
All other rules | Information |
The maximum size of a notification is 1,024 characters, including HTML code, such as links or other elements.
Notification records
The sending history of each notification can be viewed as follows:
Go to Settings | System | Notifications;
In the list of notifications, select the notification you want to view;
On the notification screen, open the Rules tab.
The records table shows:
The date of the notification;
The type of notification sent: email or push notification;
The recipient of the notification;
The result: "Ok", if successful, or the sending error message.
The records table is only available to the administrator role and stores a maximum of the last 100 records.