Campaign & Recall and Recommended Operation Notifications

Pop-up

Case Creation

When creating a new case based on the default alert preferences defined below, a pop-up will appear granting access to the following items if applicable.

• Campaigns & Recalls
• Recommended Operations
• Warranty & Extended Coverage
• Service Contracts & Subscriptions

Each option will present relevant operations when available that can be added to the case for the specific asset.

*Service Contracts & Subscriptions will be displayed here if applicable

Operations can be added individually, or to add all operations of a specific type, click the ADD ALL button at the top right of each desired section.

Operations with Related Operations will display a SHOW RELATED OPERATIONS button. When clicked, this link expands to show the list of operations related to this operation.

Viewing a Case

Notifications

According to the default alert preferences mentioned earlier, a notification will appear for Campaigns and Recalls and Recommended Operations. This notification will remain visible each time the page for this case is refreshed or accessed until at least one operation has been added to this case or until all operations have been added to another case for this asset.

Each notification will have a VIEW button, which opens the corresponding pop-up.

Left Navigation

In addition to the pop-up window and notifications at the top right of the page, links to open this pop-up can be found on the Left Navigation bar under the RECOMMENDED section and below the operations table. When only one or neither is applicable, the respective link(s) are disabled.

*Service Contracts & Subscriptions will be displayed here if applicable

Operations Table

For those locations that are part of the Operations Pilot, links to open this pop-up can be found on the empty state of the New Operations table, as well as above the table with the same behavior as the Left Navigation links, when only one or neither is applicable, the respective link(s) are disabled.

Administration

Administrators can modify these alert preferences in the Alert Preferences section of the Recommended Operations, Campaigns & Recalls Admin page.

Admin > Customize Your Database > Case Preferences > Recommended Operations, Campaigns & Recalls > Alert Preferences

Default Settings

• When a case is created show: Pop-up window
• When viewing a case, show a notification if there are campaigns & recalls available, until: At least one campaign or recall operation is added to the case
• When viewing a case, show a notification if there are recommended operations available, until: At least one recommended operation is added to the case