For infrequent users. MaintMaster can send an email notification informing of updates on jobs.
A notification is triggered for the user when a new entry/row is added to a selection. Therefore, you need to first create a selection. Sometimes, you'll need to adjust the conditions to ensure notifications are triggered at the right time.
Steps to Create Alerts and Notifications:
1. Open "System Settings."
2. Navigate to "Alerts and Notifications."
3. Click on "Add."
4. Give the notification a name.
5. Add a description.
6. Go to the "Rules" tab.
7. Pick the selection from which you want to receive notifications.
- In this example, we use "New CM jobs," so a notification is sent when a new CM job pops up in the selection.
- If you instead want to be notified of upcoming jobs, you will need to create a selection with condition for dynamic date.
8. Click on "Add."
Specify who will receive the alert/notification and how the system selects contact information.
- For each additional person, click "Add" again.
User: Select who will receive the notification. The system will send an email to the address listed on that user's Person Card in MaintMaster.
E-mail: If the recipient uses a different email than the one associated with their MaintMaster account, select "E-mail" to specify an alternative (e.g., a personal email address).
Property: If a person responsible for a particular selection or category needs to be notified, choose this option.
8. Click "OK."
9. Click "OK" again to finalize the alert/notification.
Please note, alerts and notifications only function in live systems (not in sandboxes), and it may take up to 24 hours for a new alert/notification to be properly activated.
