Add a Notification Setup

This section outlines how to add a new notification setup.

PREREQUISITES:

  • The Notification Setup security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information. Alternately, on the Employee Relates page select Admin in the Module drop-down list and use the Fields drop-down list to select the notification permissions you want to add. See Admin Pages for more information.
  • At least one Condition must be configured. See Conditions for more information.
  • At least one Notification Type or one Notification Type (In-App) must be configured. See Notification Types for more information.

NOTE: Notifications configured in Storeroom are visible on the Notification Setup page in Admin. See Notifications in the Storeroom Guide for Trimble Unity Maintain for more information.

  1. From the home page, click Permitting or Configure and click Notification Setup.
  2. On the Notification Setup panel, click Add record.

NOTE: Multiple records can be added or edited at the same time. See Perform a Bulk Export or Bulk Import for more information.

  1. On the Add Notification Setup panel, select a Condition and an Action. These fields are required.

TIP:

  • Selecting the Case - PeopleAdd option in the Action field allows you to set up a notification that is sent whenever an entry is added to the People panel of case in Respond. To configure a notification of this kind, the corresponding Condition selection that is made on the Add Notification Setup panel must be configured on the Notification Conditions page using the CA_PEOPLE_VW table and the ROLE_ID table field, or the CA_PEOPLE table and the NAME table field. See Add a Notification Condition for more information.
  • Selecting the Case - CaseDate option in the Action field allows you to set up a notification that is sent when a configured date is reached. To configure a notification of this kind, the corresponding Condition selection that is made on the Add Notification Setup panel must be configured on the Notification Conditions page with the desired date conditions. See Add a Notification Condition for more information. Notifications configured with the Case - CaseDate action do not apply to cases with a status of Completed or to cases that are more than one year old. To activate a Case - CaseDate notification, contact customer support and provide them with the start date, start time, whole number frequency of the send action per day/week/month, and (an optional) end date.
  • Selecting GisAlert - GisAlertAdd or GisAlert - GisAlertComplete in the Action field allows you to set up a notification that is sent whenever a GIS alert is added or completed on a case. To configure a notification of this kind, the corresponding Condition selection that is made on the Add Notification Setup panel must be configured on the Notification Conditions page using the GIS_ALERTS table and the DATE_CREATED or DATE_COMPLETED table fields. See Add a Notification Condition for more information. GIS alert email notifications cannot populate case-related values, such as Case ID, in the subject line or email body because GIS alerts are tied to an address instead of a specific case.
  1. Enter a Description.
  2. Complete either the Notification Types or Notification Types (In-App) field. While both are initially marked as required, providing a value for one satisfies the requirement for the other. You may also populate both if preferred.
  3. Turn on All People and/or All Contractors to send the notification to all people roles and all contractor types associated with the case. When activated, the fields for selecting individual people roles or contractor types are hidden.
  4. To send the notification to individual people roles, contractor types, groups, or individuals, select them from the Notification People Roles, Notification Contractor Types, Recipient Groups, and Recipients drop-down lists.
  5. Select Assign To if this notification should be sent to the person the case is assigned to.
  6. Select the internal users this notification should be sent to from the Internal Users drop-down list.
  7. Click Add to add the record or Add And New to add the record and create another one.