Before you begin
Version: v5 and v6 (what does this mean?)
Plans: All plans
Any notifications configured for a scheduled maintenance record will be added to generated work orders.
By default, users are notified upon being assigned to a work order. However, you can add other notifications to a work order so that certain users or user groups are notified at specific stages of the work order. Each notification can only correspond to one user or user group.
To add notifications to a scheduled maintenance record:
- Navigate to the scheduled maintenance record you want to add notifications to in Maintenance > Scheduled Maintenance.
- Click the Notifications tab:
- At the bottom left of the tab, click the Add (
) icon.
- Select the user to be notified, as well as the events the user or user groups will be notified for:
- Click OK.
- Click Save in the top menu bar.
Your notifications are now added to the scheduled maintenance record, and will be added to any work orders generated after the save. - (Optional) Directly edit which events users will be notified for in the notifications list by selecting and deselecting the checkboxes:
Hover over the column headings to see which event each column represents:
Click Save when you are finished making changes.