Notification Rules


    Notification Rules are helpful when an event has to be notified to the technicians.

    For ex. When Purchase order is overdue or Audit changes during discovery or Software under Compliance during discovery or when prohibited software is identified during discovery.

    When the above-mentioned situations are managed suitably, it not only helps technicians in efficient management of the assets but also brings in cost savings to the organization.


    Enabling Notification Rules

    1. Click on Admin tab -> Click Notification Rules iconnotification_rules_icon under the Purchase/Contract Management block. This opens Notification Rules page.

    2. To set the notification rules select the relevant notification rules by enabling the check box. These notification rules are self-explanatory.

    3. Except for Purchase order Overdue, You can assign technicians to notify of the fault for all the other notification rules.

    4. To assign technician select Choose button, this brings up the Choose Technician Name page.

    5. Select as many as technicians from the list using ctrl or shift keys.

    6. Click OK button to save. You can see the selected technicians displayed in the choose technicians grayed out field.

    7. Click Save button to save the set notification rules. The notification to the administrator or to the technicians will be generally sent through email.


    Customize Message Template

    1. You have default message template for Purchase Order and Contracts. To customize email templates as per your requirement,

    2. In the Notification Rules page -> under Customize Message Template, there are two message templates available one for Purchase Order & other for Contracts.     

    3. Click Email Template link beside the corresponding module. This opens Message Template page. In the Message Template edit form; the Notification Type is a non-editable mandatory field.

    4. You can change the Subject provided for the notification type.

    5. In the Message block, to add content variables that need to be a part of the notification, select the fields from the Database fields list and click >> button to move the database fields list to the Notification fields list. If you want to remove the fields from the Notification Fields list, then select the same and click << button.

    6. To order Notification Fields you can select Forward arrow or backward arrow button.

    7. On completing the modifications, click Save button to save the settings.



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