Asset Maintenance Notification

Overview

This notification type can be used for sending email alerts whenever a new maintenance record has been added.

Setting up the notification

To set this notification up or to modify it, go to the Manage Assets table > Options > Notifications or from the Asset Maintenance table > Options > Notifications.

On the Notifications page, under the Actions menu, choose Email Notifications, then For Assets.

In the popup modal, choose the Maintenance event, then click on the Continue button.

On the next page, choose who should receive the notifications.

• You can choose your team members.
• You can enter the email addresses, under the “The following email addresses” section, if the recipients are the same for all the assets.
• If the recipients are different for specific assets, then you need to have their emails recorded on the asset’s record. To do so, you need a Data Capture field with the Answer Type set to either “Email”, “Select” or “Hidden”. For “Select” or “Hidden” Answer Types, specify the email address in the Options section of the Data Capture settings. “Hidden” Answer Type, can only have one email address, whereas “Select” can have multiple emails defined, but only one will be chosen when filling out the forms.

Choose when the email notification should be sent. Notifications can be sent only for newly added records or for any record.

Compose the message. Use the placeholders if necessary.

If the recipients of the emails are also users of the app, you can have the app create to-do tasks automatically whenever the emails are issued.

Modifying the notification

From the Notifications page, go to the Notifications table.

Find the notification you want to modify.

Under the Actions column, go to Edit.

To pause the notification, change its status to Inactive.