SA07 - Rules Manager Events and Notifications
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The document provides a comprehensive guide on using the Rules Manager for events and notifications in the Maintenance Connection system. It includes step-by-step instructions for logging in, defining rule criteria, actions, and creating email notifications for specific events like new high-priority safety work orders. Additionally, it highlights the importance of roles, recipients, and offers resources for further documentation and tutorials.
SA07 - Rules Manager Events and Notifications
- 1. Rules Manager: Events and Notifications (SA07) System Administrator Track
- 2. 1. Open Internet Explorer 2. Type into the address bar: www.maintenanceconnection.com 3. Click Log In button 4. Enter the following: Member ID: SA_CHECKPOINT Password: Checkpoint2014 Note: During the seminar, please do not “Save” while following along with a specific example unless directed to do so by your course instructor. Wireless SSID: CHECKPOINT Wireless Password: CHECKPOINT Logon Instructions
- 3. Presenter Names: Marc Ackers and Adam O’Brien Background information: • Role and expertise at Maintenance Connection • Fun Fact Presenter Bio
- 4. Rules Manager Defined Rule Criteria Rule Actions Creating Rules Agenda
- 5. Rules Manager Overview Rules Manager Dialog Rules Manager Defined
- 6. Establish guidelines for automatic actions based on predefined events: • Emails, Texts, and Notifications • Assignments • Run Database Scripts and Server Pages Rules Manager Overview
- 7. Actions initiated based on events Rules Manager Dialog: • Lists all defined Rules • Grouped by Rule Order and sorted alphabetically Rules Manager Overview (cont’d)
- 8. Event, Action, and Repair Center Filters assist in locating specific types of Rules Rules Manager Dialog
- 9. Grid indicating actions initiated upon Rule or event occurrence Hover mouse over Icon or Rule Name for additional detail Rules Manager Dialog (cont’d)
- 10. Rule Criteria Overview Defining Criteria Expressions Rules Criteria
- 11. Defines which records to apply Rule Action to Can be general or specific Very similar to Report Criteria Rules Criteria Overview
- 12. Steps to edit Criteria: • Edit Rule to modify Criteria • Click Edit button to define or edit criteria in Criteria Dialog Defining Criteria Expressions
- 13. Prompts are used to define Criteria expressions Defining Criteria Expressions (cont’d)
- 14. Three parts to expression: • Field • Value • Control Defining Criteria Expressions (cont’d)
- 15. Example of Criteria Expression for High Priority Work Orders: Defining Criteria Expressions (cont’d)
- 16. Rule Actions Overview Action Options Rule Actions
- 17. Define action to be initiated when Rule is executed Action(s) are checked to be defined or activated Rule Actions Overview
- 18. Recipient tabs for all Email, Text Message, and Notifications • Associated Recipients specify roles related to record to receive notification • Recipients includes individuals and / or email groups Rule Actions Overview (cont’d)
- 19. Send Email Action: • Settings • Text or HTML Message • Attach Reports (optional) Action Options
- 20. Send Text Message: • Settings • Text address stored in SMS Email field for designated module (e.g. Labor, Requester, or Shop) • No stored Message content Action Options (cont’d)
- 21. Send Notification: • Internal Message • Alert • No stored Message content Action Options (cont’d)
- 22. Create Assignment: • Specify individual for assignment • Multiple assignments supported • Only for New Work Order Creation Event Action Options (cont’d)
- 23. Run Database Script and Run Server Page: • Advanced administrator tools • Typically implemented by MC Action Options (cont’d)
- 24. New Rule Dialog Define Event Define Criteria and Action Creating Rules
- 25. Select New from Rules Manager on the Action Bar New Rule Dialog display prompts for: • Event • Rule Name • Rule Order • Repair Center • Rule Enabled? New Rule Dialog
- 26. Events are grouped by type / module Common Work Order Events: • New Work Order • Work Order Approved • Work Order Status Change • Work Order Priority Change Define Event
- 27. Example of Work Order Event selection: Define Event (cont’d)
- 28. Criteria is optional Action(s) must be selected for Rule to trigger Define Criteria and Action
- 29. Now let’s practice creating an Email Notification for new Safety Work Orders with a High Priority! Create Email Notification: Hands-On
- 30. Navigate to Tools Menu Rules Manager Select New from the Action Bar Create Email Notification: Hands-On (cont’d)
- 31. Find and select Event: New Work Order Add “ – YOUR NAME” to the Rule Name Enter 1 for Rule Order Disable the Rule Save Rule Create Email Notification: Hands-On (cont’d)
- 32. Find and select your newly created Rule Click Edit from the Action Bar Select the Criteria tab Click Edit Create Email Notification: Hands-On (cont’d)
- 33. Set the Criteria to: • Type is Safety • Priority is High Click Apply Create Email Notification: Hands-On (cont’d)
- 34. Select the Actions tab Check the Send Email Action Indicator Select the Recipients sub-tab Type in your email address Create Email Notification: Hands-On (cont’d)
- 35. Select the Message (HTML) sub-tab Add “with a Priority of @@Priority@@” Add “with a Type: @@Type@@” Create Email Notification: Hands-On (cont’d)
- 36. Save the Rule Re-enable the Rule Create a Test Work Order with a Priority of High and Type is Safety Create Email Notification: Hands-On (cont’d)
- 37. Email notification will be sent to your email address, alerting you of the newly created Work Order Create Email Notification: Hands-On (cont’d)
- 38. You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority! Create Email Notification: Hands-On (cont’d)
- 39. For access to documentation and tutorials, reference www.mcuserconnect.com MC User Connect
- 40. MCUC Documentation / Tutorials Article PDF Video Tutorial User Guide Rules Manager With Message Center Notifications - How to Create, Edit & Email On-Screen Notifications V6.0 Rules Manager Enhancements Additional Resources