Using the Work Flow Setup > Problems module > Notifications tab you can select general problem notifications (set up in the Notification Setup module). These will be automatically sent when that problem is selected in a work order. These can be used to update employee's, and other recipients with Work Order information.
A general problem notification is sent when a request or work order is created or edited, that problem is selected, and the request or work order is saved.
General problem notifications are sent immediately upon saving the request or work order. However, if the notification is an email there might be some delay depending on settings in the Lucity Administration Tools.
While the notification itself is created in the General > Notification Setup module, the notification is actually assigned to the problem in the Work Flow Setup > Problem module on the Notification 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.
Right click in the grid and select Add Record. The following window will appear:
Select a notification label from the pick list. This pick list is from the Notification Setup module.
Check the Work Order box for this notification to be sent when this problem is used on a work order. (BOTH Request and Work Order can be checked if needed.)
Note: The Last Modified By and Last Modified Date fields are automatically populated.
Click to save the record.
Click to close the window.
After completing the above setup, every time that problem is used on a work order all of the notifications in the Notification Grid (with the Work Order box checked) will be sent out.
Note: Multiple notifications can be setup in the Notification Grid for the same problem.
Who receives a general problem notification?
to save the record.
to close the window.