w08 - rules manager notifications and alerts
DESCRIPTION
This session explores the functionality of the Rules Manager and provides an overview of how to create and uti-lize notifications such as alerts, emails, and texts.TRANSCRIPT
Rules Manager Notifications and Alerts (W08)
Work Management Track
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID W_CHECKPOINT Password Checkpoint2014
Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor
Wireless SSID CHECKPOINT Wireless Password CHECKPOINT
Logon Instructions
Presenter Name Genaro Garza
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Rules Manager Defined
Email and Text Notification
Alert and Message Center Notification
Agenda
What is the Rules Manager
Criteria and Actions
Rules Manager Defined
Establish Rules for automatic actions based on events
Wide selection of events available
What is the Rules Manager
Create the following
bull Emails
bull Text Messages
bull Notifications
bull Assignments
bull Database Script
What is the Rules Manager (contrsquod)
Criteria defines the records to which rule is applied
Actions define what takes place when rule is executed
Criteria and Actions
Email Notifications
Text Notifications
Email and Text Notification
Send Email Action used to initiate email when event occurs
Example of use
bull Email generated to supervisor of Shop based on Work Order completion
Email Notifications
In this example an Email Notification will be setup to
bull Notify Shop Supervisor
bull For Mechanical Shop
bull When Work Order has been Completed
Email Notifications Example
Populate Event information
Email Notifications Example (contrsquod)
Define Criteria
Email Notifications Example (contrsquod)
Define Action Indicator and Settings
Email Notifications Example (contrsquod)
Define Associated Recipients
Email Notifications Example (contrsquod)
Define Message Text and HTML
Email Notifications Example (contrsquod)
Add Attachments (optional)
Email Notifications Example (contrsquod)
Notification is fired
Email Notifications Example (contrsquod)
Send Text Message Action used to initiate text message when event occurs
Example of use
bull Text notification to Repair Center Supervisor upon Work Order requested with a Category of ldquoSafetyrdquo
Text Notifications
In this example a Text Notification will be setup to
bull Notify Supervisor and Assigned Labor
bull For High Priority Work Orders with an Equipment Failure
bull When Work Order has a new Assignment
Text Notifications Example
Populate Event information
Text Notifications Example (contrsquod)
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID W_CHECKPOINT Password Checkpoint2014
Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor
Wireless SSID CHECKPOINT Wireless Password CHECKPOINT
Logon Instructions
Presenter Name Genaro Garza
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Rules Manager Defined
Email and Text Notification
Alert and Message Center Notification
Agenda
What is the Rules Manager
Criteria and Actions
Rules Manager Defined
Establish Rules for automatic actions based on events
Wide selection of events available
What is the Rules Manager
Create the following
bull Emails
bull Text Messages
bull Notifications
bull Assignments
bull Database Script
What is the Rules Manager (contrsquod)
Criteria defines the records to which rule is applied
Actions define what takes place when rule is executed
Criteria and Actions
Email Notifications
Text Notifications
Email and Text Notification
Send Email Action used to initiate email when event occurs
Example of use
bull Email generated to supervisor of Shop based on Work Order completion
Email Notifications
In this example an Email Notification will be setup to
bull Notify Shop Supervisor
bull For Mechanical Shop
bull When Work Order has been Completed
Email Notifications Example
Populate Event information
Email Notifications Example (contrsquod)
Define Criteria
Email Notifications Example (contrsquod)
Define Action Indicator and Settings
Email Notifications Example (contrsquod)
Define Associated Recipients
Email Notifications Example (contrsquod)
Define Message Text and HTML
Email Notifications Example (contrsquod)
Add Attachments (optional)
Email Notifications Example (contrsquod)
Notification is fired
Email Notifications Example (contrsquod)
Send Text Message Action used to initiate text message when event occurs
Example of use
bull Text notification to Repair Center Supervisor upon Work Order requested with a Category of ldquoSafetyrdquo
Text Notifications
In this example a Text Notification will be setup to
bull Notify Supervisor and Assigned Labor
bull For High Priority Work Orders with an Equipment Failure
bull When Work Order has a new Assignment
Text Notifications Example
Populate Event information
Text Notifications Example (contrsquod)
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Presenter Name Genaro Garza
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Rules Manager Defined
Email and Text Notification
Alert and Message Center Notification
Agenda
What is the Rules Manager
Criteria and Actions
Rules Manager Defined
Establish Rules for automatic actions based on events
Wide selection of events available
What is the Rules Manager
Create the following
bull Emails
bull Text Messages
bull Notifications
bull Assignments
bull Database Script
What is the Rules Manager (contrsquod)
Criteria defines the records to which rule is applied
Actions define what takes place when rule is executed
Criteria and Actions
Email Notifications
Text Notifications
Email and Text Notification
Send Email Action used to initiate email when event occurs
Example of use
bull Email generated to supervisor of Shop based on Work Order completion
Email Notifications
In this example an Email Notification will be setup to
bull Notify Shop Supervisor
bull For Mechanical Shop
bull When Work Order has been Completed
Email Notifications Example
Populate Event information
Email Notifications Example (contrsquod)
Define Criteria
Email Notifications Example (contrsquod)
Define Action Indicator and Settings
Email Notifications Example (contrsquod)
Define Associated Recipients
Email Notifications Example (contrsquod)
Define Message Text and HTML
Email Notifications Example (contrsquod)
Add Attachments (optional)
Email Notifications Example (contrsquod)
Notification is fired
Email Notifications Example (contrsquod)
Send Text Message Action used to initiate text message when event occurs
Example of use
bull Text notification to Repair Center Supervisor upon Work Order requested with a Category of ldquoSafetyrdquo
Text Notifications
In this example a Text Notification will be setup to
bull Notify Supervisor and Assigned Labor
bull For High Priority Work Orders with an Equipment Failure
bull When Work Order has a new Assignment
Text Notifications Example
Populate Event information
Text Notifications Example (contrsquod)
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Rules Manager Defined
Email and Text Notification
Alert and Message Center Notification
Agenda
What is the Rules Manager
Criteria and Actions
Rules Manager Defined
Establish Rules for automatic actions based on events
Wide selection of events available
What is the Rules Manager
Create the following
bull Emails
bull Text Messages
bull Notifications
bull Assignments
bull Database Script
What is the Rules Manager (contrsquod)
Criteria defines the records to which rule is applied
Actions define what takes place when rule is executed
Criteria and Actions
Email Notifications
Text Notifications
Email and Text Notification
Send Email Action used to initiate email when event occurs
Example of use
bull Email generated to supervisor of Shop based on Work Order completion
Email Notifications
In this example an Email Notification will be setup to
bull Notify Shop Supervisor
bull For Mechanical Shop
bull When Work Order has been Completed
Email Notifications Example
Populate Event information
Email Notifications Example (contrsquod)
Define Criteria
Email Notifications Example (contrsquod)
Define Action Indicator and Settings
Email Notifications Example (contrsquod)
Define Associated Recipients
Email Notifications Example (contrsquod)
Define Message Text and HTML
Email Notifications Example (contrsquod)
Add Attachments (optional)
Email Notifications Example (contrsquod)
Notification is fired
Email Notifications Example (contrsquod)
Send Text Message Action used to initiate text message when event occurs
Example of use
bull Text notification to Repair Center Supervisor upon Work Order requested with a Category of ldquoSafetyrdquo
Text Notifications
In this example a Text Notification will be setup to
bull Notify Supervisor and Assigned Labor
bull For High Priority Work Orders with an Equipment Failure
bull When Work Order has a new Assignment
Text Notifications Example
Populate Event information
Text Notifications Example (contrsquod)
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
What is the Rules Manager
Criteria and Actions
Rules Manager Defined
Establish Rules for automatic actions based on events
Wide selection of events available
What is the Rules Manager
Create the following
bull Emails
bull Text Messages
bull Notifications
bull Assignments
bull Database Script
What is the Rules Manager (contrsquod)
Criteria defines the records to which rule is applied
Actions define what takes place when rule is executed
Criteria and Actions
Email Notifications
Text Notifications
Email and Text Notification
Send Email Action used to initiate email when event occurs
Example of use
bull Email generated to supervisor of Shop based on Work Order completion
Email Notifications
In this example an Email Notification will be setup to
bull Notify Shop Supervisor
bull For Mechanical Shop
bull When Work Order has been Completed
Email Notifications Example
Populate Event information
Email Notifications Example (contrsquod)
Define Criteria
Email Notifications Example (contrsquod)
Define Action Indicator and Settings
Email Notifications Example (contrsquod)
Define Associated Recipients
Email Notifications Example (contrsquod)
Define Message Text and HTML
Email Notifications Example (contrsquod)
Add Attachments (optional)
Email Notifications Example (contrsquod)
Notification is fired
Email Notifications Example (contrsquod)
Send Text Message Action used to initiate text message when event occurs
Example of use
bull Text notification to Repair Center Supervisor upon Work Order requested with a Category of ldquoSafetyrdquo
Text Notifications
In this example a Text Notification will be setup to
bull Notify Supervisor and Assigned Labor
bull For High Priority Work Orders with an Equipment Failure
bull When Work Order has a new Assignment
Text Notifications Example
Populate Event information
Text Notifications Example (contrsquod)
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Establish Rules for automatic actions based on events
Wide selection of events available
What is the Rules Manager
Create the following
bull Emails
bull Text Messages
bull Notifications
bull Assignments
bull Database Script
What is the Rules Manager (contrsquod)
Criteria defines the records to which rule is applied
Actions define what takes place when rule is executed
Criteria and Actions
Email Notifications
Text Notifications
Email and Text Notification
Send Email Action used to initiate email when event occurs
Example of use
bull Email generated to supervisor of Shop based on Work Order completion
Email Notifications
In this example an Email Notification will be setup to
bull Notify Shop Supervisor
bull For Mechanical Shop
bull When Work Order has been Completed
Email Notifications Example
Populate Event information
Email Notifications Example (contrsquod)
Define Criteria
Email Notifications Example (contrsquod)
Define Action Indicator and Settings
Email Notifications Example (contrsquod)
Define Associated Recipients
Email Notifications Example (contrsquod)
Define Message Text and HTML
Email Notifications Example (contrsquod)
Add Attachments (optional)
Email Notifications Example (contrsquod)
Notification is fired
Email Notifications Example (contrsquod)
Send Text Message Action used to initiate text message when event occurs
Example of use
bull Text notification to Repair Center Supervisor upon Work Order requested with a Category of ldquoSafetyrdquo
Text Notifications
In this example a Text Notification will be setup to
bull Notify Supervisor and Assigned Labor
bull For High Priority Work Orders with an Equipment Failure
bull When Work Order has a new Assignment
Text Notifications Example
Populate Event information
Text Notifications Example (contrsquod)
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Create the following
bull Emails
bull Text Messages
bull Notifications
bull Assignments
bull Database Script
What is the Rules Manager (contrsquod)
Criteria defines the records to which rule is applied
Actions define what takes place when rule is executed
Criteria and Actions
Email Notifications
Text Notifications
Email and Text Notification
Send Email Action used to initiate email when event occurs
Example of use
bull Email generated to supervisor of Shop based on Work Order completion
Email Notifications
In this example an Email Notification will be setup to
bull Notify Shop Supervisor
bull For Mechanical Shop
bull When Work Order has been Completed
Email Notifications Example
Populate Event information
Email Notifications Example (contrsquod)
Define Criteria
Email Notifications Example (contrsquod)
Define Action Indicator and Settings
Email Notifications Example (contrsquod)
Define Associated Recipients
Email Notifications Example (contrsquod)
Define Message Text and HTML
Email Notifications Example (contrsquod)
Add Attachments (optional)
Email Notifications Example (contrsquod)
Notification is fired
Email Notifications Example (contrsquod)
Send Text Message Action used to initiate text message when event occurs
Example of use
bull Text notification to Repair Center Supervisor upon Work Order requested with a Category of ldquoSafetyrdquo
Text Notifications
In this example a Text Notification will be setup to
bull Notify Supervisor and Assigned Labor
bull For High Priority Work Orders with an Equipment Failure
bull When Work Order has a new Assignment
Text Notifications Example
Populate Event information
Text Notifications Example (contrsquod)
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Criteria defines the records to which rule is applied
Actions define what takes place when rule is executed
Criteria and Actions
Email Notifications
Text Notifications
Email and Text Notification
Send Email Action used to initiate email when event occurs
Example of use
bull Email generated to supervisor of Shop based on Work Order completion
Email Notifications
In this example an Email Notification will be setup to
bull Notify Shop Supervisor
bull For Mechanical Shop
bull When Work Order has been Completed
Email Notifications Example
Populate Event information
Email Notifications Example (contrsquod)
Define Criteria
Email Notifications Example (contrsquod)
Define Action Indicator and Settings
Email Notifications Example (contrsquod)
Define Associated Recipients
Email Notifications Example (contrsquod)
Define Message Text and HTML
Email Notifications Example (contrsquod)
Add Attachments (optional)
Email Notifications Example (contrsquod)
Notification is fired
Email Notifications Example (contrsquod)
Send Text Message Action used to initiate text message when event occurs
Example of use
bull Text notification to Repair Center Supervisor upon Work Order requested with a Category of ldquoSafetyrdquo
Text Notifications
In this example a Text Notification will be setup to
bull Notify Supervisor and Assigned Labor
bull For High Priority Work Orders with an Equipment Failure
bull When Work Order has a new Assignment
Text Notifications Example
Populate Event information
Text Notifications Example (contrsquod)
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Email Notifications
Text Notifications
Email and Text Notification
Send Email Action used to initiate email when event occurs
Example of use
bull Email generated to supervisor of Shop based on Work Order completion
Email Notifications
In this example an Email Notification will be setup to
bull Notify Shop Supervisor
bull For Mechanical Shop
bull When Work Order has been Completed
Email Notifications Example
Populate Event information
Email Notifications Example (contrsquod)
Define Criteria
Email Notifications Example (contrsquod)
Define Action Indicator and Settings
Email Notifications Example (contrsquod)
Define Associated Recipients
Email Notifications Example (contrsquod)
Define Message Text and HTML
Email Notifications Example (contrsquod)
Add Attachments (optional)
Email Notifications Example (contrsquod)
Notification is fired
Email Notifications Example (contrsquod)
Send Text Message Action used to initiate text message when event occurs
Example of use
bull Text notification to Repair Center Supervisor upon Work Order requested with a Category of ldquoSafetyrdquo
Text Notifications
In this example a Text Notification will be setup to
bull Notify Supervisor and Assigned Labor
bull For High Priority Work Orders with an Equipment Failure
bull When Work Order has a new Assignment
Text Notifications Example
Populate Event information
Text Notifications Example (contrsquod)
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Send Email Action used to initiate email when event occurs
Example of use
bull Email generated to supervisor of Shop based on Work Order completion
Email Notifications
In this example an Email Notification will be setup to
bull Notify Shop Supervisor
bull For Mechanical Shop
bull When Work Order has been Completed
Email Notifications Example
Populate Event information
Email Notifications Example (contrsquod)
Define Criteria
Email Notifications Example (contrsquod)
Define Action Indicator and Settings
Email Notifications Example (contrsquod)
Define Associated Recipients
Email Notifications Example (contrsquod)
Define Message Text and HTML
Email Notifications Example (contrsquod)
Add Attachments (optional)
Email Notifications Example (contrsquod)
Notification is fired
Email Notifications Example (contrsquod)
Send Text Message Action used to initiate text message when event occurs
Example of use
bull Text notification to Repair Center Supervisor upon Work Order requested with a Category of ldquoSafetyrdquo
Text Notifications
In this example a Text Notification will be setup to
bull Notify Supervisor and Assigned Labor
bull For High Priority Work Orders with an Equipment Failure
bull When Work Order has a new Assignment
Text Notifications Example
Populate Event information
Text Notifications Example (contrsquod)
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
In this example an Email Notification will be setup to
bull Notify Shop Supervisor
bull For Mechanical Shop
bull When Work Order has been Completed
Email Notifications Example
Populate Event information
Email Notifications Example (contrsquod)
Define Criteria
Email Notifications Example (contrsquod)
Define Action Indicator and Settings
Email Notifications Example (contrsquod)
Define Associated Recipients
Email Notifications Example (contrsquod)
Define Message Text and HTML
Email Notifications Example (contrsquod)
Add Attachments (optional)
Email Notifications Example (contrsquod)
Notification is fired
Email Notifications Example (contrsquod)
Send Text Message Action used to initiate text message when event occurs
Example of use
bull Text notification to Repair Center Supervisor upon Work Order requested with a Category of ldquoSafetyrdquo
Text Notifications
In this example a Text Notification will be setup to
bull Notify Supervisor and Assigned Labor
bull For High Priority Work Orders with an Equipment Failure
bull When Work Order has a new Assignment
Text Notifications Example
Populate Event information
Text Notifications Example (contrsquod)
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Populate Event information
Email Notifications Example (contrsquod)
Define Criteria
Email Notifications Example (contrsquod)
Define Action Indicator and Settings
Email Notifications Example (contrsquod)
Define Associated Recipients
Email Notifications Example (contrsquod)
Define Message Text and HTML
Email Notifications Example (contrsquod)
Add Attachments (optional)
Email Notifications Example (contrsquod)
Notification is fired
Email Notifications Example (contrsquod)
Send Text Message Action used to initiate text message when event occurs
Example of use
bull Text notification to Repair Center Supervisor upon Work Order requested with a Category of ldquoSafetyrdquo
Text Notifications
In this example a Text Notification will be setup to
bull Notify Supervisor and Assigned Labor
bull For High Priority Work Orders with an Equipment Failure
bull When Work Order has a new Assignment
Text Notifications Example
Populate Event information
Text Notifications Example (contrsquod)
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Define Criteria
Email Notifications Example (contrsquod)
Define Action Indicator and Settings
Email Notifications Example (contrsquod)
Define Associated Recipients
Email Notifications Example (contrsquod)
Define Message Text and HTML
Email Notifications Example (contrsquod)
Add Attachments (optional)
Email Notifications Example (contrsquod)
Notification is fired
Email Notifications Example (contrsquod)
Send Text Message Action used to initiate text message when event occurs
Example of use
bull Text notification to Repair Center Supervisor upon Work Order requested with a Category of ldquoSafetyrdquo
Text Notifications
In this example a Text Notification will be setup to
bull Notify Supervisor and Assigned Labor
bull For High Priority Work Orders with an Equipment Failure
bull When Work Order has a new Assignment
Text Notifications Example
Populate Event information
Text Notifications Example (contrsquod)
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Define Action Indicator and Settings
Email Notifications Example (contrsquod)
Define Associated Recipients
Email Notifications Example (contrsquod)
Define Message Text and HTML
Email Notifications Example (contrsquod)
Add Attachments (optional)
Email Notifications Example (contrsquod)
Notification is fired
Email Notifications Example (contrsquod)
Send Text Message Action used to initiate text message when event occurs
Example of use
bull Text notification to Repair Center Supervisor upon Work Order requested with a Category of ldquoSafetyrdquo
Text Notifications
In this example a Text Notification will be setup to
bull Notify Supervisor and Assigned Labor
bull For High Priority Work Orders with an Equipment Failure
bull When Work Order has a new Assignment
Text Notifications Example
Populate Event information
Text Notifications Example (contrsquod)
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Define Associated Recipients
Email Notifications Example (contrsquod)
Define Message Text and HTML
Email Notifications Example (contrsquod)
Add Attachments (optional)
Email Notifications Example (contrsquod)
Notification is fired
Email Notifications Example (contrsquod)
Send Text Message Action used to initiate text message when event occurs
Example of use
bull Text notification to Repair Center Supervisor upon Work Order requested with a Category of ldquoSafetyrdquo
Text Notifications
In this example a Text Notification will be setup to
bull Notify Supervisor and Assigned Labor
bull For High Priority Work Orders with an Equipment Failure
bull When Work Order has a new Assignment
Text Notifications Example
Populate Event information
Text Notifications Example (contrsquod)
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Define Message Text and HTML
Email Notifications Example (contrsquod)
Add Attachments (optional)
Email Notifications Example (contrsquod)
Notification is fired
Email Notifications Example (contrsquod)
Send Text Message Action used to initiate text message when event occurs
Example of use
bull Text notification to Repair Center Supervisor upon Work Order requested with a Category of ldquoSafetyrdquo
Text Notifications
In this example a Text Notification will be setup to
bull Notify Supervisor and Assigned Labor
bull For High Priority Work Orders with an Equipment Failure
bull When Work Order has a new Assignment
Text Notifications Example
Populate Event information
Text Notifications Example (contrsquod)
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Add Attachments (optional)
Email Notifications Example (contrsquod)
Notification is fired
Email Notifications Example (contrsquod)
Send Text Message Action used to initiate text message when event occurs
Example of use
bull Text notification to Repair Center Supervisor upon Work Order requested with a Category of ldquoSafetyrdquo
Text Notifications
In this example a Text Notification will be setup to
bull Notify Supervisor and Assigned Labor
bull For High Priority Work Orders with an Equipment Failure
bull When Work Order has a new Assignment
Text Notifications Example
Populate Event information
Text Notifications Example (contrsquod)
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Notification is fired
Email Notifications Example (contrsquod)
Send Text Message Action used to initiate text message when event occurs
Example of use
bull Text notification to Repair Center Supervisor upon Work Order requested with a Category of ldquoSafetyrdquo
Text Notifications
In this example a Text Notification will be setup to
bull Notify Supervisor and Assigned Labor
bull For High Priority Work Orders with an Equipment Failure
bull When Work Order has a new Assignment
Text Notifications Example
Populate Event information
Text Notifications Example (contrsquod)
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Send Text Message Action used to initiate text message when event occurs
Example of use
bull Text notification to Repair Center Supervisor upon Work Order requested with a Category of ldquoSafetyrdquo
Text Notifications
In this example a Text Notification will be setup to
bull Notify Supervisor and Assigned Labor
bull For High Priority Work Orders with an Equipment Failure
bull When Work Order has a new Assignment
Text Notifications Example
Populate Event information
Text Notifications Example (contrsquod)
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
In this example a Text Notification will be setup to
bull Notify Supervisor and Assigned Labor
bull For High Priority Work Orders with an Equipment Failure
bull When Work Order has a new Assignment
Text Notifications Example
Populate Event information
Text Notifications Example (contrsquod)
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Populate Event information
Text Notifications Example (contrsquod)
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Define Criteria
Text Notifications Example (contrsquod)
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Define Action Indicator and Settings
Text Notifications Example (contrsquod)
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Define Associated Recipients
Text Notifications Example (contrsquod)
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Define Message
Text Notifications Example (contrsquod)
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Notification is fired
Text Notifications (contrsquod)
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Now letrsquos practice creating an Email Notification for a Work Order Status Change
Create Email Notification Hands-On
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Navigate to the Rules Manager via Tools Menu Rules Manager
Select New
Select the Event Work Order Status Change to Cancelled
Create Email Notification Hands-On (contrsquod)
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Add ldquo ndash Your Name Hererdquo to the end of the Rule Name
Enter 1 as Rule Order
Create Email Notification Hands-On (contrsquod)
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Uncheck the Rule Enabled Indicator
Save your Rule
Find your Rule in the List select it and click Edit
Create Email Notification Hands-On (contrsquod)
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Navigate to the Criteria tab and add the Type as Safety
Navigate to the Actions tab and select the Send Email indicator
Create Email Notification Hands-On (contrsquod)
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Select the Recipients tab and enter your email address
Check the Rule Enabled indicator
Click Save
Create Email Notification Hands-On (contrsquod)
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
To create a test Work Order to trigger this Notification select the arrow next to the New button and select Work Orders
Fill in the required details highlighted in blue
Type = Safety
Create Email Notification Hands-On (contrsquod)
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Select the Action bar Cancel
Put your initials in the request for Labor Report and Apply
You will receive the email notification that the Work Order has been cancelled
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
You have now successfully completed creating an Email Notification
Create Email Notification Hands-On (contrsquod)
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Alert sub-tab specifies
bull Online popup display
bull Content appearance and sound
bull ldquoClick Actionrdquo option
bull Send message option
Alert Defined
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Message Center sub-tab
bull Notification results in message sent to Message Center
bull Internal source for communication
Message Center Defined
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
In this example an Alert Notification and Message will be sent
bull Notify Requester and Assigned Members
bull For Electrical Shop and High priority Assets
bull Upon Work Order Priority change
Alert and Message Example
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Populate Event information
Alert and Message Example (contrsquod)
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Define Criteria
Alert and Message Example (contrsquod)
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Define Action Indicator and specify Message Center Settings
Alert and Message Example (contrsquod)
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Define Alert Settings and Click Action
Alert and Message Example (contrsquod)
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Define Associated Recipients
Alert and Message Example (contrsquod)
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Message should be added
Alert and Message Example (contrsquod)
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Notification is fired
Alert and Message Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources