Employees can be sent Supervisor Notifications from a request. These notifications are designed to let an employee know when they have been assigned as the supervisor on a request.
The notification template is created in the General > Notification Setup module. In the Work > Administration > Work Flow Setup > Employee module the template is selected to specify which supervisor request notification is sent to a particular employee.
Supervisor notifications are sent whenever an employee is selected on a and the request is saved.
Note: Notifications generated from imported field data are processed when the mobile unit is synched. Only email notifications can be sent regarding imported field data.
Most Request notifications can be overridden in the Request by checking the corresponding override button. This must be done before the request is saved or the notification is scheduled to be sent, otherwise the notification is sent automatically.
Lucity enables agencies to automatically send email notifications to the customer who made a Request, as well as tothe employee responsible for supervising the work. The following fields, when enabled, allow a user to block such communications for a specific Request.
Override Supervisor
Prevents the system from sending the Supervisor Notification for this Request. By default, the system sends the Supervisor Notification at the point at which a user selects the Supervisor on the Request and the record is then saved.
Override Problem Notif
Prevents the system from sending the Problem Notifications for this Request. By default, the system sends the Problem Notification at the point at which a user selects the Problem on the Request and the record is then saved.
Override Overdue
Prevents the system from sending the Overdue Notification for this Request. By default, the system sends the Overdue Notification to the designated Supervisor when the current date is past the Follow-up Date.
An agency can disable all Overdue notifications by enabling the Disable Request Overdue Notifications option.
Override Thank You
Prevents the system from sending the Customer Thank You Notification for this Request. By default, the system sends the Customer Thank You Notification when a new Request is saved for the first time.
Override Customer Compl
Prevents the system from sending the Customer Completed Notification for this Request. By default, the system sends the Customer CompletedNotification to the Customer when the Request is closed.
Override WO Status
Prevents the system from sending the Work Order Status Notification to the requestors listed on this Request. When configured, the system will send a notification to the requestor when the related work order's status changes.
Note: When any of these check boxes are marked, the system will NOT send the corresponding notifications. Work Notifications may also be overridden in the Work Ordermodule.
Note: The notification template must have one of these values
After creating the notification template, go into the Work > Work Flow Setup> Employee module.
On the General tab
Click in the Supv Req Notif field and hit F9 for a pop up list of valid notification templates. Select a notification template
The employee must also be flagged as a active employee, and supervisor to receive the notification.
On the Contact Info Tab
If the Notification is being sent as an email the Email field must be filled out.
After completing the above setup whenever a request is created or edited, and the employee is selected as the supervisor, they will receive the notification when the record is saved.
Note: The same notification template can be used for multiple employees.
Where are Employee Notifications Setup and Who Receives Them?
