Email Notifications can be set by going to your logged in user name and dropping down the menu to select Notification Preferences.
Based on the settings you make here, you will receive email notifications for new alerts, updates to service events, and changes to customers/depots and assets managed by your team.
To disable all email notifications, check the box Disable all email notifications to Your User Email Address.
Based on the team’s Alert Preferences, you will have a list of Alert Types that can be selected: Scheduled Maintenance, Active Recall, Expiring Warranty, Recent Faults, and Custom Alerts. You may select one, all, or none of the alerts to get email notifications when that alert type occurs for an asset. You can also select the frequency to receive the email alerts as Instantly, Hourly, and Daily.
Watching Service Events
You can receive alerts for the following Service Event activities: Service Event Transition, Service Request Response, or a Service Event is Overdue.
Service Event Status Transitions
For Service Event Status Transitions, you can select one, a few, all, or no status changes from the following statuses: Draft, In Progress, Completed, or Canceled.
Service Request Response
For Service Request Responses, you can select one, a few, all, or no responses from the following responses: Accepted by Service Provider, Declined by Service Provider, or Canceled by Service Provider.
Service Event Overdue
You can choose to receive an email notification when a requested appointment time and/or requested completion time is overdue by checking Requested appointment time and/or requested completion time is overdue. If not checked, you will not receive an email notification for an overdue service event.
The frequency for Service Event notifications can be set to Instantly, Hourly, or Daily.
Depots/Customers & Assets
You can choose to receive email notifications when a depot/customer or asset is enabled or disabled. You can select both, either, or none of the statuses. The frequency for Depot/Customer & Asset changes can be set to Instantly, Hourly, or Daily.
The notification bell located to the left of the logged in user’s name is where notifications are displayed for the user. If there are unread notifications, the bell will have a number on it indicating the number of notifications that have not been read. Clicking the bell will drop down a dialog showing read and unread notifications. To mark all unread notifications as read, click MARK ALL AS READ. To change a previously read notification to unread, click MARK AS UNREAD. To view additional notifications, you can scroll to the bottom of the most recent notifications and click LOAD MORE.
If the notification includes related service events, a number will appear in the # Service Events link in the notification. Clicking the link will open the Service Events page with the relevant notifications displayed.
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