Notification Services

Notification Services_10

Notification Services

727 435 Comidor

Notification Services

Notification Services can be triggered in specific conditions that users define. On top of that, notification can be linked with Processes in order for selected recipients notified upon a change on a specific Process. Pre-selected users will be notified with a System-Notification in Notifications Bar. There is also the option to send Email and/or SMS Notifications.

Create a Notification Service

In order to access Notification Services, go to:

  1. Go to Application Menu Icon > Business Automation > Notification Services.
  2. Click on the plus icon in the Unit Title bar, to open the create form.
  3. Fill in the Title for the corporate Notification Service.
  4. Notification Message can be built with free text, but you can also add critical info such as process description of event quantity, by using their database name in-between % (e.g. %PROCESS_DESC%, %QUANTITY%).
  5. Select in which processes this Notification Service will be applied.
    • Choose the Process Type from the list of Process Types (Process, Opportunity, Project, Campaign, Survey, Topic, Event, Ticket, Vacation, Issue, Work Package, Job Posting, Training, or Application creation),
    • Process Business Function includes the whole corporate Process Map (Category) and can be specified to apply a Notification Service to Processes of this category.
    • Select Minimum Importance (Normal, High, Top) and/or Minimum Priority (Low, Normal, High, Top) in order to specify in which Processes this Notification Scenario will be applied.
      Notification Services_1
  6. Select Condition between:
    • Event’s Beginning Time or on its Time Completion.
    • The number of Days/Hours/Minutes BEFORE Start/FinishNotification Services_2
    • The number of Days/Hours/Minutes AFTER Start/Finish
    • When process completion (%) is Less than/Less than or equals/Equals/Greater than or equals/Greater than a number (%) And Elapsed process time (%) is Less than/Less than or equals/Equals/Greater than or equals/Greater than a number (%)Notification Services_3
    • When a specific Database/Custom Field on the Process is changed (i.e. When state field changes)Notification Services_4Notification Services_5
  7. Select whether you wish to Notify Creator, Admin, Admin2Supervisor, Assigned Users (people added in “Assigned to” field) or/and Notify users (people added in “Send Notification to” field) that have the rights to view this Process of this Category.
  8. Choose whether you wish the users selected above to be also notified by Email and/or SMS.

Email reminders will be sent provided that you have connected your email account in Comidor.

SMS reminders will arrive in case the recipient user has set a Mobile phone in his Personal Profile. e.g. +44123456789

Associate a Notification Service with specific Process/Project/…

For Notification Services which need to be associated with ONLY a specific Process/Project/etc., you may enter the Notification Service and under Process Link section, to Add the already created Process/Project/etc. from the list.

To Remove an already added Process Link, just press the Remove button (see picture below).

Notification Services_6

 

Edit and Manage a Notification Service

In order to access Notification Services, go to:

  1. Go to Application Menu Icon > Business Automation > Notification Services.
  2. Select the Notification Service you wish to edit or manage from the list.
  3. Click on the pencil button to Edit the entity.Made any modification and then click on Save. Click on Cancel, whether you need to cancel edit procedure. Notification Services_8
  4. Click on the Actions button and select Delete to proceed in Scenario deletion. A check message will appear.Notification Services_9
  5. Click on Tags tab on the side bar, to add a new Tag on this Notification Scenario that it may be private, group, internal or public. From this point, you can also manage old tags that you have added on that Template.

Putting Tags in Notification Scenarios may help you in grouping them, filtering and finally find them easier.

Managing Notification Services

In order to access Notification Services, go to:

 

  1. Go to Application Menu Icon > Business Automation > Notification Services.
  2. Select the Notification Service(s) you wish to Delete from the list.

Notification Services_7Navigate through Notification Scenarios and search after you have filtered and/or sorted and/or grouped them by the way you wish. Check Data Management options for more information about all these.