1. Create the Notification Template
   1. In the System Configuration > Notification Setup module, click the button to create an Notification template.
   2. Give the template a unique name using the Notification Label field (required).
   3. In the Notification Type field, select the preferred notification method: 1: Email, 2: Report to Printer, or 3: Report to Default Printer. (Required.)
   4. If you selected Email
      • Create a Subject line, and in the Message field, draft the body of the notification. Every WO Complete Notification the system sends will use this text.
      • Enter one or more email address in the Recipient List if desired.
      • If desired, use the Sender Type field to designate a specific sender for the WO Complete Notification and provide the Sender Email Address.
   5. If you selected Report to Printer.
      • Enter the printer name in the Printer field.
      • Enter the filename of a report from the work order module in the Work Report field or the filename of a report from the work request module in the Request Report field.
   6. If you selected Report to Default Printer.
      • Enter the filename of a report from the work order module in the Work Report field.
   7. Enter the filename of a report from the work order module in the Work Report field or the filename of a report from the work request module in the Request Report field.
   8. In the Notification Module field, select 1: Work Orders (required).
   9. Click the button to save the record.

      More information about creating notification templates

2. Configure Supervisors' Records
   1. Open the Work > Administration > Work Flow Setup > Employee Setup module.
   2. Select the employee you want to configure and click to open the record.
   3. Make sure the Employee is marked as Active and as a Supervisor.
   4. In the Supv Work Notif field, select the Notification template you created in step 1 above.
   5. If the Notification is being sent via email, an email address must be provided in the Email field.
   6. Click the button to save the record.
   7. Repeat step 2 for every employee who should receive this Supervisor Notification.
      Every time the Employee is selected as the Supervisor on a Work Order, the system will notify him or her using the designated template.

      Note: The same Notification template can be assigned to multiple Employees.

1. Open the Work Orders module.
2. Create a new Work Order or edit an existing record.
3. Use the Supervisor pick-list to choose the desired Employee. (Only Employees designated as Supervisor appear in this list.)
4. Save and Close the Work Order. The system will check the Employee record, and if the employee is Active, trigger the Notification specified in the Supv Work Notif field.

   If the triggered Notification is an email message, the notification will be sent to the address listed in the Employee record's Email field. The email Notification is also sent to any additional recipients listed on the Notification Template.

Users have the ability to override most of the automated Work Order Notifications simply by checking the appropriate Override box on the Work Order form before saving the record. When one of the Override fields is marked, the system does NOT send the corresponding Notification.

Override Fields

Note: Start Date, Priority Change, Work Order Completion, and Status Change Notifications CANNOT be overridden.

Subject:

New Work Order

Body:

You have been assigned a new work order:

Request: [WO_NUMBER]

Category: [WO_CAT_TY]

Problem: [WO_PROB_TY]

Main Task: [WO_ACTN_TY]

Priority: [RQ_PRTY_TY]

Starting Location: <#BeginRepeat 1 WKORDERLOC #> [ADDRESS:WL_ADR_BDG,WL_ADR_DIR,WL_ADR_PT,WL_ADR_STR,WL_ADR_TY,WL_ADR_SFX] <#EndRepeat#>

This work order relates to the following assets:

<#BeginRepeat * WKWOASSET #>[AS_CAT_TY] [AS_LINK1] [AS_TEXT1]<#EndRepeat#>

City Name - Public Works

1. Create the Notification Template
   1. In the System Configuration > Notification Setup module, click the button to create an Notification template.
   2. Give the template a unique name using the Notification Label field (required).
   3. In the Notification Type field, select the preferred notification method: 1: Email, 2: Report to Printer, or 3: Report to Default Printer. (Required.)
   4. If you selected Email
      • Create a Subject line, and in the Message field, draft the body of the notification. Every WO Complete Notification the system sends will use this text.
      • Enter one or more email address in the Recipient List if desired.
      • If desired, use the Sender Type field to designate a specific sender for the WO Complete Notification and provide the Sender Email Address.
   5. If you selected Report to Printer.
      • Enter the printer name in the Printer field.
      • Enter the filename of a report from the work order module in the Work Report field or the filename of a report from the work request module in the Request Report field.
   6. If you selected Report to Default Printer.
      • Enter the filename of a report from the work order module in the Work Report field.
      • Enter the filename of a report from the work order module in the Work Report field or the filename of a report from the work request module in the Request Report field.
   7. In the Notification Module field, select 1: Work Orders (required).
   8. Click the button to save the record.

      More information about creating notification templates

2. Configure Leadworkers' Records
   1. Open the Work > Administration > Work Flow Setup > Employee Setup module.
   2. Select the employee you want to configure and click to open the record.
   3. Make sure the Employee is marked as Active and as a Leadworker.
   4. In the Lead Work Notif field, select the Notification template you created in step 1 above.
   5. If the Notification is being sent via email, an email address must be provided in the Email field.
   6. Click the button to save the record.
   7. Repeat step 2 for every employee who should receive this Leadworker Notification.

Every time the Employee is selected as the Leadworker on a Work Order, the system will notify him or her using the designated template.

Note: The same Notification template can be assigned to multiple Employees.

1. Open the Work Orders module.
2. Create a new Work Order or edit an existing record.
3. Use the Leadworker pick-list to choose the desired Employee. (Only Employees designated as Leadworkers appear in this list.)
4. Save and Close the Work Order. The system will check the Employee record, and if the employee is Active, trigger the Notification specified in the Lead Work Notif field.

   If the triggered Notification is an email message, the notification will be sent to the address listed in the Employee record's Email field. The email Notification is also sent to any additional recipients listed on the Notification Template.

Users have the ability to override most of the automated Work Order Notifications simply by checking the appropriate Override box on the Work Order form before saving the record. When one of the Override fields is marked, the system does NOT send the corresponding Notification.

Override Fields

Note: Start Date, Priority Change, Work Order Completion, and Status Change Notifications CANNOT be overridden.

Subject:

New Work Order

Body:

You have been assigned a new work order:

Request: [WO_NUMBER]

Category: [WO_CAT_TY]

Problem: [WO_PROB_TY]

Main Task: [WO_ACTN_TY]

Priority: [RQ_PRTY_TY]

Starting Location: <#BeginRepeat 1 WKORDERLOC #> [ADDRESS:WL_ADR_BDG,WL_ADR_DIR,WL_ADR_PT,WL_ADR_STR,WL_ADR_TY,WL_ADR_SFX] <#EndRepeat#>

This work order relates to the following assets:

<#BeginRepeat * WKWOASSET #>[AS_CAT_TY] [AS_LINK1] [AS_TEXT1]<#EndRepeat#>

City Name - Public Works

1. Create the Notification Template
   1. In the System Configuration > Notification Setup module, click the button to create an Notification template.
   2. Give the template a unique name using the Notification Label field (required).
   3. In the Notification Type field, select the preferred notification method: 1: Email, 2: Report to Printer, or 3: Report to Default Printer. (Required.)
   4. If you selected Email
      • Create a Subject line, and in the Message field, draft the body of the notification. Every WO Complete Notification the system sends will use this text.
      • Enter one or more email address in the Recipient List if desired.
      • If desired, use the Sender Type field to designate a specific sender for the WO Complete Notification and provide the Sender Email Address.
   5. If you selected Report to Printer.
      • Enter the printer name in the Printer field.
      • Enter the filename of a report from the work order module in the Work Report field or the filename of a report from the work request module in the Request Report field.
   6. If you selected Report to Default Printer.
      • Enter the filename of a report from the work order module in the Work Report field.
      • Enter the filename of a report from the work order module in the Work Report field or the filename of a report from the work request module in the Request Report field.
   7. In the Notification Module field, select 1: Work Orders (required).
   8. Click the button to save the record.

   More information about creating notification templates

2. Configure Work Order Task Records
   1. Open the Work > Administration > Work Flow Setup > Task Setup module.
   2. Use the button to expand the desired Task record.
   3. In the Notifications grid, click the button. A new Notification record appears.
   4. Select the Notification Template you created in step 1 above. The options in this pick-list come from the Notifications module.
   5. Click the button to save the record.

Now, every time that Task is selected as the Main Task on a Work Order, Lucity will automatically send all of the Notifications that appear in the Task's notification grid. These notifications are sent to all email addresses listed on the Notification Template's Recipient List.

Note: Several General Task Notifications can be set up for a single Work Task.

1. Open the Work Orders module.
2. Create a new Work Order or edit an existing record.
3. Set the Main Task on the Work Order.
4. Save the Work Order.
5. The system checks the Main Task's Notifications grid, and triggers any Notifications associated with the Work Task. The Notification is sent to the recipients listed on the Notification Template.

1. Create the Notification Template
   1. In the System Configuration > Notification Setup module, click the button to create an Notification template.
   2. Give the template a unique name using the Notification Label field (required).
   3. In the Notification Type field, select the preferred notification method: 1: Email, 2: Report to Printer, or 3: Report to Default Printer. (Required.)
   4. If you selected Email
      • Create a Subject line, and in the Message field, draft the body of the notification. Every WO Complete Notification the system sends will use this text.
      • Enter one or more email address in the Recipient List if desired.
      • If desired, use the Sender Type field to designate a specific sender for the WO Complete Notification and provide the Sender Email Address.
   5. If you selected Report to Printer.
      • Enter the printer name in the Printer field.
      • Enter the filename of a report from the work order module in the Work Report field or the filename of a report from the work request module in the Request Report field.
   6. If you selected Report to Default Printer.
      • Enter the filename of a report from the work order module in the Work Report field.
      • Enter the filename of a report from the work order module in the Work Report field or the filename of a report from the work request module in the Request Report field.
   7. In the Notification Module field, select 1: Work Orders (required).
   8. Click the button to save the record.

   More information about creating notification templates

2. Configure Work Order Task Records
   1. Open the Work > Administration > Work Flow Setup > Task Setup module.
   2. Use the button to expand the desired Task record.
   3. In the Category grid, Use the button to expand the desired Category record.
   4. Select the Category Notification grid and click the button. A new Notification record appears.
   5. Select the Notification Label you created in step 1 above. The options in this pick-list come from the Notifications module.
   6. Click the button to save the record.

Now, every time that Task is selected as the Main Task on a work order, Lucity will automatically send all of the notifications that appear in the Task's > Category > Category Notification grid. These notifications are sent to all email addresses listed on the notification template's Recipient List.

Note: Several General Task Notifications can be set up for a single Work Task.

1. Open the Work Orders module.
2. Create a new Work Order or edit an existing record.
3. Set the Category on the work order.
4. Set the Main Task on the work order.
5. Save the Work Order.
6. The system checks the Main Task's > Category > Category Notifications grid, and triggers any Notifications associated with the Category/Work Task combination. The Notification is sent to the recipients listed on the Notification Template.

Users have the ability to override most of the automated Work Order Notifications simply by checking the appropriate Override box on the Work Order form before saving the record. When one of the Override fields is marked, the system does NOT send the corresponding Notification.

Override Fields

Note: Start Date, Priority Change, Work Order Completion, and Status Change Notifications CANNOT be overridden.

1. Create the Notification Template
   1. In the System Configuration > Notification Setup module, click the button to create an Notification template.
   2. Give the template a unique name using the Notification Label field (required).
   3. In the Notification Type field, select the preferred notification method: 1: Email. (Required.)
   4. In the Notification Module field, select 1: Work Orders.
   5. Create a Subject line, and in the Message field, draft the body of the notification. Every WO Complete Notification the system sends will use this text.
   6. If desired, use the Sender Type field to designate a specific sender for the WO Complete Notification and provide the Sender Email Address.
   7. Click the button to save the record.

      More information about creating notification templates

2. Configure Work Order Task Records
   1. Open the Work > Administration > Work Flow Setup > Task Setup module.
   2. Select the task you want to configure and click to open the record.
   3. In the WO Complete Notif field, select the Notification template you created in step 1 above.
   4. Click the button to save the record.
   5. Repeat step 2 for all Tasks that you want to trigger the the WO Complete Notification.
   6. Continue to step 3 below.
3. Verify That Supervisor Email Addresses are Supplied
   1. Open the Work > Administration > Work Flow Setup > Employee Setup module.
   2. Make sure the Email field is filled out for any Supervisor who might be assigned to a Work Order.

Every time that a configured Task is used as a Main Task on a Work Order, the related Supervisor will receive an Notification when the Work Order is completed.

Process One: Create a Work Order and Assign a Supervisor

1. Open the Work Orders module.
2. Create a new Work Order or edit an existing record.
3. Set the Main Task on the Work Order.
4. Set the Supervisor on the Work Order.
5. Save the Work Order.

Process Two: Change the Status of the Work Order When the Work Is Complete

1. When the work is complete, open the Work Order and update the Status to a number greater than 950. This change will close the Work Order.
2. The system checks the Main Task's WO Complete field, and triggers the Notification listed in that field. The Notification is sent to the Supervisor listed on the Work Order, as well as any recipients listed on the Notification Template.

Users have the ability to override most of the automated Work Order Notifications simply by checking the appropriate Override box on the Work Order form before saving the record. When one of the Override fields is marked, the system does NOT send the corresponding Notification.

Override Fields

Note: Start Date, Priority Change, Work Order Completion, and Status Change Notifications CANNOT be overridden.

Subject:

Work Order Complete

Body:

This is to notify you that the [WO_ACTN_TY] task on Work Order [WO_NUMBER] is complete.

City Name - Public Works

1. Create the Notification Template
   1. In the System Configuration > Notification Setup module, click the button to create an Notification template.
   2. Give the template a unique name using the Notification Label field (required).
   3. In the Notification Type field, select: 1: Email (required).
   4. In the Notification Module field, select: 1: Work Orders.
   5. Create a Subject line, and in the Message field, draft the body of the notification. Every Overdue Notification the system sends will use this text.
   6. If desired, use the Sender Type field to designate a specific sender for the Supervisor Notification and provide the Sender Email Address.
   7. Click the button to save the record.

      More information about creating notification templates

2. Set Work Options
   1. Open the System Configuration > Options > Work Options module.
   2. Under Dates, set the Default Number of Hours Worked per a Day.
   3. Under Dates, designate the Default Work Order Start Time.
   4. Continue to step 3 below.

      Note: This is a one-time task.

3. Configure the Work Order Tasks
   1. Open the Work Flow Setup > Task module.
   2. Select the task you want to configure and click to open the record.
   3. Enter the number of hours generally required to complete the Task in the EST Task Duration field.

      Note: Step 2 and step 3.c help Lucity calculate the Projected Compl Date/Time, two Work Order fields that estimate when the work should be completed. The Overdue Notification is designed to be sent the day after the Projected Compl Date/Time.

   4. In the Overdue Notif field, select the Notification template you created in Process One above.
   5. Click the button to save the record.
   6. Repeat step 3 for all Tasks that you want to trigger the the Overdue Notification.
   7. Continue to step 4 below.
4. Verify That Supervisor Email Addresses are Supplied
   1. Open the Work > Administration > Work Flow Setup > Employee Setup module.
   2. Make sure the Email field is filled out for any Supervisor who might be assigned to a Work Order.

After these processes have been complete, if a Work Order's Main Task is configured to trigger the Overdue Notification and the Work Order remains open after the projected completion date, the system will notify the Supervisor listed on the Work Order.

1. Open the Work Orders module.
2. Create a new Work Order or edit an existing record.
3. Set the Main Task on the Work Order.
4. Set the Supervisor on the Work Order.
5. Enter the Start Date.
6. Save the Work Order. The system automatically calculates the Projected Completion Date.
7. During its overnight processes, Lucity Services checks all Work Orders to determine if any have a Status that is less than 950 (indicating that the Work Order remains open) and a Projected Completion Date that is older than the system date.
8. When those criteria are met, the system checks the Main Task's Overdue Notif field. If a No
9. When such a Work Order is found, the system checks the Main Task's Overdue Notif field, and triggers the Notification listed in that field. The Notification is sent to the Supervisor listed on the Work Order, as well as any recipients listed on the Notification Template.
10. Steps 7-9 repeat until the Work Order is closed (i.e., its Status > 950).

Users have the ability to override most of the automated Work Order Notifications simply by checking the appropriate Override box on the Work Order form before saving the record. When one of the Override fields is marked, the system does NOT send the corresponding Notification.

Override Fields

Note: Start Date, Priority Change, Work Order Completion, and Status Change Notifications CANNOT be overridden.

Subject:

Work Order [WO_NUMBER] is overdue.

Body:

This is to notify you that work order [WO_NUMBER] is overdue.

This work order was created on [WO_STRT_DT] and estimated to have been completed by [WO_PRJ_DT].

If this work is already complete, please log into Lucity and complete the work order. If it is not complete, please finish the work as soon as possible.

City Name - Public Works

1. Create the Notification Template
   1. In the System Configuration > Notification Setup module, click the button to create an Notification template.
   2. Give the template a unique name using the Notification Label field (required).
   3. In the Notification Type field, select the preferred notification method: 1: Email. (Required.)
   4. In the Notification Module field, select 1: Work Orders.
   5. Create a Subject line, and in the Message field, draft the body of the notification. Every WO Complete Notification the system sends will use this text.
   6. If desired, use the Sender Type field to designate a specific sender for the Priority Change Notification and provide the Sender Email Address.
   7. Click the button to save the record.

      More information about creating notification templates

2. Configure Work Order Task Records
   1. Open the Work > Administration > Work Flow Setup > Task Setup module.
   2. Open the desired Task record.
   3. In the Priority Changed Notif field, select the Notification template you created in Process One above.
   4. Click the button to save the record.
   5. Repeat step 2 for all Tasks that you want to trigger the the Priority Changed Notification.
   6. Continue to step 3 below.
3. Verify That Supervisor Email Addresses are Supplied
   1. Open the Work > Administration > Work Flow Setup > Employee Setup module.
   2. Make sure the Email field is filled out for any Supervisor who might be assigned to a Work Order.

      

   Every time that a configured Task is used as a Main Task on a Work Order, the related Supervisor will receive an Notification when the Work Order is completed.

Process One: Create a Work Order and Assign a Supervisor

1. Open the Work Orders module.
2. Create a new Work Order or edit an existing record.
3. Set the Main Task on the Work Order.
4. Set the Supervisor on the Work Order.
5. Save the Work Order.

Process Two: Change the Work Order's Priority

1. If the work's priority changes, open the Work Order and change the Priority field to the new priority. Save the work order.
2. The system checks the Main Task's Priority Changed Notif field, and triggers the Notification listed in that field. The Notification is sent to the Supervisor listed on the Work Order, as well as any recipients listed on the Notification Template.

Users have the ability to override most of the automated Work Order Notifications simply by checking the appropriate Override box on the Work Order form before saving the record. When one of the Override fields is marked, the system does NOT send the corresponding Notification.

Override Fields

Note: Start Date, Priority Change, Work Order Completion, and Status Change Notifications CANNOT be overridden.

Subject:

ATTN: Change in Work Order Priority

Body:

The priority on work order [WO_NUMBER] has changed to [WO_PRIORTY].

Please review this work order for any other changes.

City Name - Public Works

1. Create the Notification Template
   1. In the System Configuration > Notification Setup module, click the button to create an Notification template.
   2. Give the template a unique name using the Notification Label field (required).
   3. In the Notification Type field, select the preferred notification method: 1: Email, 2: Report to Printer, or 3: Report to Default Printer. (Required.)
   4. If you selected Email
      • Create a Subject line, and in the Message field, draft the body of the notification. Every WO Complete Notification the system sends will use this text.
      • Enter one or more email address in the Recipient List if desired.
      • If desired, use the Sender Type field to designate a specific sender for the WO Complete Notification and provide the Sender Email Address.
   5. If you selected Report to Printer.
      • Enter the printer name in the Printer field.
      • Enter the filename of a report from the work order module in the Work Report field or the filename of a report from the work request module in the Request Report field.
   6. If you selected Report to Default Printer.
      • Enter the filename of a report from the work order module in the Work Report field.
      • Enter the filename of a report from the work order module in the Work Report field or the filename of a report from the work request module in the Request Report field.
   7. In the Notification Module field, select 1: Work Orders (required).
   8. Click the button to save the record.

      More information about creating notification templates

2. Configure Work Order Task Records
   1. Open the Work > Administration > Work Flow Setup > Problem Setup module.
   2. Use the button to expand the desired Problem record.
   3. In the Notifications grid, click the button. A new Notification record appears.
   4. Select the Notification Template you created in Process One above. The options in this pick-list come from the Notifications module.
   5. Check the Work Order box to enable this notification for work orders. (BOTH Request and Work Order can be checked if needed.)
   6. Click the button to save the record.

Now, every time that Problem is selected as the Problem on a Work Order, Lucity will automatically send all of the Notifications flagged for work orders that appear in the Problem's notification grid. These notifications are sent to all email addresses listed on the Notification Template's Recipient List.

Note: Several Problem Notifications can be set up for a single Problem.

1. Open the Work Orders module.
2. Create a new Work Order or edit an existing record.
3. Set the Problem on the Work Order.
4. Save the Work Order.
5. The system checks the Problem's Notifications grid, and triggers any Notifications marked for Work Orders that are associated with the Problem. The Notification is sent to all email addresses in the Notification Template's Recipients List.

1. Create the Notification Template
   1. In the System Configuration > Notification Setup module, click the button to create an Notification template.
   2. Give the template a unique name using the Notification Label field (required).
   3. In the Notification Type field, select the preferred notification method: 1: Email, 2: Report to Printer, or 3: Report to Default Printer. (Required.)
   4. If you selected Email
      • Create a Subject line, and in the Message field, draft the body of the notification. Every WO Complete Notification the system sends will use this text.
      • Enter one or more email address in the Recipient List if desired.
      • If desired, use the Sender Type field to designate a specific sender for the WO Complete Notification and provide the Sender Email Address.
   5. If you selected Report to Printer.
      • Enter the printer name in the Printer field.
      • Enter the filename of a report from the work order module in the Work Report field or the filename of a report from the work request module in the Request Report field.
   6. If you selected Report to Default Printer.
      • Enter the filename of a report from the work order module in the Work Report field.
      • Enter the filename of a report from the work order module in the Work Report field or the filename of a report from the work request module in the Request Report field.
   7. In the Notification Module field, select 1: Work Orders (required)
   8. Click the button to save the record.

      More information about creating notification templates

2. Configure Work Order Task Records
   1. Open the Work > Administration > Work Flow Setup > Problem Setup module.
   2. Use the button to expand the desired Problem record.
   3. In the Categories grid select a category that you would like to setup a Problem Notification for.
   4. Use the button to expand the desired Category.
   5. In the Category Notifications grid, click the button. A new Notification record appears.
   6. Select the Notification Template you created in Process One above. The options in this pick-list come from the Notifications module.
   7. Check the Work Order box to enable this notification for work orders. (BOTH Request and Work Order can be checked if needed.)
   8. Click the button to save the record.

Now, every time that Category and Problem combination are selected on a Work Order, Lucity will automatically send all of the Notifications flagged for work orders that appear in the Problem Notifications grid. These notifications are sent to all email addresses listed on the Notification Template's Recipient List.

Note: Several Category Notifications can be set up for a single Category.

1. Open the Work Orders module.
2. Create a new Work Order or edit an existing record.
3. Set the Category on the Work Order.
4. Set the Problem on the Work Order.
5. Save the Work Order.
6. The system checks the Problem's Categories grid and each categories Category Notifications grid, and triggers any Notifications marked for Work Orders that are associated with the Category and Problem. The Notification is sent to all email addresses in the Notification Template's Recipients List.

Users have the ability to override most of the automated Work Order Notifications simply by checking the appropriate Override box on the Work Order form before saving the record. When one of the Override fields is marked, the system does NOT send the corresponding Notification.

Override Fields

Note: Start Date, Priority Change, Work Order Completion, and Status Change Notifications CANNOT be overridden.

1. Create the Notification Template
   1. In the System Configuration > Notification Setup module, click the button to create an Notification template.
   2. Give the template a unique name using the Notification Label field (required).
   3. In the Notification Type field, select the preferred notification method: 1: Email. (Required.)
   4. In the Notification Module field, select 1: Work Orders.
   5. Create a Subject line, and in the Message field, draft the body of the notification. Every Start Date Notification the system sends will use this text.
   6. If desired, use the Sender Type field to designate a specific sender for the WO Complete Notification and provide the Sender Email Address.
   7. Click the button to save the record.
2. Configure Work Order Task Records
   1. Open the Work > Administration > Work Flow Setup > Task Setup module.
   2. Select the task you want to configure and click to open the record.
   3. In the Start Date Notif field, select the Notification template you created in Process One above.
   4. Click the button to save the record.
   5. Repeat step2 for all Tasks that you want to trigger the the WO Complete Notification.
   6. Continue to step 3 below.
3. Verify That Supervisor Email Addresses are Supplied
   1. Open the Work > Administration > Work Flow Setup > Employee Setup module.
   2. Select the employee you want to configure and click to open the record.
   3. Make sure the Email field is filled out for any Supervisor who might be assigned to a Work Order.

Every time that a configured Task is used as a Main Task on a Work Order, and the necessary conditions are met the related Supervisor will receive a Notification on the Work Order's Start Date.

Process One: Create a Work Order and Assign a Supervisor

1. Open the Work Orders module.
2. Create a new Work Order or edit an existing record.
3. Set the Main Task on the Work Order.
4. Set the Supervisor on the Work Order.
5. Save the Work Order.

Process Two: Automatic generation of Email

• The Start Date notification is sent by the nightly processes.
• The system checks to see if the main task is configured to send a start date notification.
• The processes compares the actual date, work order Start Date, work order Creation Date.
• If the Start Date = Actual date AND Start Date ¹ Creation date then the Notification is sent.

Users have the ability to override most of the automated Work Order Notifications simply by checking the appropriate Override box on the Work Order form before saving the record. When one of the Override fields is marked, the system does NOT send the corresponding Notification.

Override Fields

Note: Start Date, Priority Change, Work Order Completion, and Status Change Notifications CANNOT be overridden.

1. Create a Notification Template.
   1. Create an email template in the System Configuration > Notification module.
   2. Choose the Notification Type: 1: Email.
   3. Choose the Notification Module: 1: Work Orders.
   4. In the Recipient List field, enter the email addresses of the users who should receive the Notification.
   5. Click the button to save the record.

   More information about creating notification templates

2. Configure the desired Work Task to send Status Change Notifications. (These steps must be repeated for every Task you wish to generate Notifications.)
   1. Open the Work Flow Setup > Work Task Setup module.
   2. Select the task you want to configure and click to open the record.
   3. Use the Status Change Notif field to select the Email Notification Template you wish to send.
   4. Click the button to save the record.

Once the setup process is complete, every time that Task appears as a Main Task on a Work Order and a user changes the Status of the Task to something less than 950, the system will send the designated Notification to the email addresses in the Recipient list.

Note: The Work Task must be selected as the Main Task on the Work Order to trigger the related Notification.

1. Open the Work Orders module.
2. Create or edit a Work Order.
3. Change the Status field to a new value that is less than 950.
4. Save the Work Order. The system then checks the Status Change Notif field on the Main Task. If a Notification is listed there, the following happens:
   1. If the Prompt for Comment on Status Change For WO associated to Request work option is enabled and work order is linked to a request, the following pop-up will appear:

      

   2. Enter a reason for the status change and click OK. The reason will be saved in the Work Order > Comments grid.
   3. Lucity sends that Notification via email to the recipients listed on the Notification Template.
   4. If the Send Status Change Notifications to Requesters Is enabled, and the work order is linked to a request, Lucity sends the Notification to the requestors in the related Work Request > Requestor grid.

Subject:

Status Change on Work Order: [WO_NUMBER]

Body:

The Status of Work Order: [WO_NUMBER] has changed to [WO_STAT_CD]-[WO_STAT_TY].

Please review the Work Order.