This function allows a single email notification to be sent on the Start Date of a Work Order, in addition to any notifications sent on the work order creation date.
Usually a work orders is created shortly before the work needs to be done. All task notifications are sent when a work order is created. However, there are times when a work order is generated ahead of time, either manually or using a PM. In these cases it might be better to have a notification generate on the Work Order's start date reminding employees of the work.
The Start Date notification is sent by the nightly processes. The processes check the Work Order start date (found on the Work Order > WO tab) and checks it against the actual date, and the Work Order creation date. If the Start Date = Actual date AND Start Date ¹ Creation date then the Notification is sent.
Actual date
The computers system date, provided by the computer.
Work Order Start Date
The day that work should start on the work order. This is entered on the Work Order on the WO tab.
Work Order Creation Date
The date automatically entered on the work order when it was created. It is found on the Work Order on the Comments tab.
Most Work Order notifications can be overridden. When filling out the Work Order, before saving, go to the WO tab and check the corresponding override box.
Note: Checking the Task Box will override the General Task, Work Order Completion, and Priority Change notifications.
Note: Start Date Notifications (based on tasks) can NOT be overridden.
Note: When any of these checkboxes are marked, the system will NOT send the corresponding notifications. Overdue Problem Notifications may also be overridden in the Requests module. For additional information, follow this link.
How To
Setup a task to send a notification on the start date
Note: The notification template must have these values
After creating the template, go into the Work Flow Setup > Task module.
On the Notifications tab
Using the Start Date Notif field select which email notification will be sent to the work order supervisor.
In Work Flow Setup > Employee > Contact Info tab the Email field must be filled out for the supervisor to receive the notification.
After completing the above setup, every time the task is used as the Main Task on a work order, the supervisor will receive a notification on the work order's start date, if the work order was created ahead of time.
Note: The Work Task must be selected as the Main Task on the Work Order for the related notifications to be sent.
What causes the Start Date Notification to be sent?
