SA07 - Rules Manager: Events and Notifications (MCU)
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The document outlines the MC University's Rules Manager, which allows users to create automated actions based on predefined events such as emails, notifications, and assignments. It details the navigation of the Rules Manager dialog, defining criteria for rules, and various rule actions like sending emails and assigning tasks. A practical example demonstrates how to set up an email notification for high-priority safety work orders.
SA07 - Rules Manager: Events and Notifications (MCU)
- 1. MC University SA07|Rules Manager Events and Notifications
- 2. MC University Rules Manager Defined Rule Criteria Rule Actions Creating Rules Agenda
- 3. MC University Rules Manager Overview Rules Manager Dialog Rules Manager Defined
- 4. MC University Establish guidelines for automatic actions based on predefined events: âą Emails, Texts, and Notifications âą Assignments âą Run Database Scripts and Server Pages Rules Manager Overview
- 5. MC University Actions initiated based on events Rules Manager Dialog: âą Lists all defined Rules âą Grouped by Rule Order and sorted alphabetically Rules Manager Overview (contâd)
- 6. MC University Event, Action, and Repair Center Filters assist in locating specific types of Rules Rules Manager Dialog
- 7. MC University Grid indicating actions initiated upon Rule or event occurrence Hover mouse over Icon or Rule Name for additional detail Rules Manager Dialog (contâd)
- 8. MC University Now letâs take a look at navigating the Rules Manager Dialog! Rules Manager Dialog Navigation: Example
- 9. MC University Rule Criteria Overview Defining Criteria Expressions Rules Criteria
- 10. MC University Defines which records to apply Rule Action to Can be general or specific Very similar to Report Criteria Rules Criteria Overview
- 11. MC University Steps to edit Criteria: âą Edit Rule to modify Criteria âą Click Edit button to define or edit criteria in Criteria Dialog Defining Criteria Expressions
- 12. MC University Prompts are used to define Criteria expressions Defining Criteria Expressions (contâd)
- 13. MC University Three parts to expression: âą Field âą Value âą Control Defining Criteria Expressions (contâd)
- 14. MC University Example of Criteria Expression for High Priority Work Orders: Defining Criteria Expressions (contâd)
- 15. MC University Rule Actions Overview Action Options Rule Actions
- 16. MC University Define action to be initiated when Rule is executed Action(s) are checked to be defined or activated Rule Actions Overview
- 17. MC University Recipient tabs for all Email, Text Message, and Notifications âą Associated Recipients specify roles related to record to receive notification âą Recipients includes individuals and / or email groups Rule Actions Overview (contâd)
- 18. MC University Send Email Action: âą Settings âą Text or HTML Message âą Attach Reports (optional) Action Options
- 19. MC University Send Text Message: âą Settings âą Text address stored in SMS Email field for designated module (e.g. Labor, Requester, or Shop) âą No stored Message content Action Options (contâd)
- 20. MC University Send Notification: âą Internal Message âą Alert âą No stored Message content Action Options (contâd)
- 21. MC University Create Assignment: âą Specify individual for assignment âą Multiple assignments supported âą Only for New Work Order Creation Event Action Options (contâd)
- 22. MC University Run Database Script and Run Server Page: âą Advanced administrator tools âą Typically implemented by MC Action Options (contâd)
- 23. MC University New Rule Dialog Define Event Define Criteria and Action Creating Rules
- 24. MC University Select New from Rules Manager on the Action Bar New Rule Dialog display prompts for: âą Event âą Rule Name âą Rule Order âą Repair Center âą Rule Enabled? New Rule Dialog
- 25. MC University Events are grouped by type / module Common Work Order Events: âą New Work Order âą Work Order Approved âą Work Order Status Change âą Work Order Priority Change Define Event
- 26. MC University Example of Work Order Event selection: Define Event (contâd)
- 27. MC University Criteria is optional Action(s) must be selected for Rule to trigger Define Criteria and Action
- 28. MC University Now letâs take a look at creating an Email Notification for new Safety Work Orders with a High Priority! Create Email Notification: Example
Editor's Notes
- #29: Navigate to Tools Menu ï Rules Manager Select New from the Action Bar Find and select Event: New Work Order Add â â YOUR NAMEâ to the Rule Name Enter 1 for Rule Order Disable the Rule Save Rule Find and select your newly created Rule Click Edit from the Action Bar Select the Criteria tab Click Edit Set the Criteria to: Type is Safety Priority is High Click Apply Select the Actions tab Check the Send Email Action Indicator Select the Recipients sub-tab Type in your email address Select the Message (HTML) sub-tab Add âwith a Priority of @@Priority@@â Add âwith a Type: @@Type@@â Save the Rule Re-enable the Rule Create a Test Work Order with a Priority of High and Type is Safety Email notification will be sent to your email address, alerting you of the newly created Work Order