Manage Notification Settings
Users can customize which notifications they receive based on their preferences.
To manage notification settings:
Open your Profile.
Select the Notification Settings tab.
Enable or disable notifications as needed.
Email notifications help you stay informed about activity related to work orders, requests, assets, inventory, and reports.
Email notification settings are synchronized across both the web and mobile applications. For example, if you enable or disable an email notification setting in desktop, the same setting applies to mobile. Mobile has a push notification option. |
Notifications Defined
The following is a list of notification options and what each means.
Work Orders
Created by Me - you create a new work order
All New Comments | A comment is added to a work order you created. |
Becomes Overdue | A work order you created passes its due date. |
Status Change | The status changes on a work order you created. |
Preventive Work Orders | A preventive maintenance work order is generated from a PM schedule you created. |
Assigned to Me - a work order that contains a user's name in the Assigned To field
New Work Order | You are assigned to a work order. |
All New Comments | A comment is added to a work order assigned to you. |
Becomes Overdue | A work order assigned to you becomes overdue. |
Status has Changed | The status changes on a work order assigned to you. |
Work Order Requests
New Work Order Request | A new work order request is submitted and requires review. |
Request thread I have replied to | A requester responds to a request thread in which you have previously commented. |
Assets
Asset Status is Offline | An asset is marked offline when the downtime feature is enabled. |
Warranty Expiration Notification | An asset's warranty expiration date is reached. |
Inventory & Parts
Stock Part Hits Minimum Threshold | A part reaches its minimum stock level. |
Reports
Daily Report | Receive a daily summary of work order activity. |
Weekly Report | Receive a weekly summary of work order activity. |
Notification Options
The following lists each user role and the email notification options.
Admin Role - can opt for all possible notifications.
Limited Admin - can opt for all possible notifications.
Lead Technician - no Assets and Inventory notifcations available
Technician - limited notification - no new requests, assets, or inventory notifications available
View Only - no work order notifications
Requester - No notification settings.
Requesters don't have access to Notification Settings. However, they can choose to get updates when they submit a new request by toggling on the notification option on the request form.
