Notifications

The Work Requests module includes a Notifications function that enables agencies to communicate with customers and internal stakeholders via email about Requests.

The system can be configured to send certain Notifications automatically. For example, Lucity can generate messages to thank the customer for contacting the agency or to notify the customer when the work is complete. It can also alert a supervisor about a new Request related to his or her area. If a user does not want to send an automatic Notification for a specific Request, the user can opt to override the Notification.

Users can also use the Notification function to track communications that were made outside the Lucity system about the Request.

The Notification grid tracks communications related to the Request that took place outside of Lucity.

Creating a Notification record is a two-part process. The user first creates a Notification record to identify the contact and purpose of the communication. Then, the user opens and completes the related Comment record to provide details.

In the Request module, click the button to expand the Request record to which you want to add a Notification.
Select the Notifications grid and click the button. The Notifications form appears.
Fill out the Agency being notified, the Contact, Phone Number and Purpose as needed.
Click the button to save the record. The new Notification now appears in the grid.
Click the button to expand the desired Notification record.
Select the Notification Comment grid and click the button. The Notifications Comment form appears.
Enter the desired information in the Long Note and/or General Comment fields.
Click the button to save the record. The new Comment now appears in the grid.

Initiated By	Identifies the person who started the communication (agency representative or customer). The system automatically completes this field with the current user's username; however, the user can change the field manually.
Initiated Date/Time	States the calendar date and time the communication took place. The system automatically completes this field with the current date/time; however, the user can change either field manually.
Agency*	Indicates the entity, if any, with which the contact is associated.
Contact*	Identifies the person the user spoke to or contacted via email.
Phone*	Specifies the contact's telephone number.
Purpose*	Indicates the reason for the communication.