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Email Preferences

Here you can select your own preferences of when you want to receive email notifications. These are listed under Settings. 

In the multi-select box for “Send me emails when…” select all times when you want to receive email notification:

  • I create a request: Select this box if you want to receive notifications for every request you create
  • A request is created: Select this box if you want to receive notifications when a request is created by another user in the system
  • I am assigned to something: Select this box if you want to receive notifications for every task you are assigned to
  • A request needs approval: Select this box if you want to receive notifications for requests that require your approval
  • A request is updated: Select this box if you want to receive notifications when an update is made on a request by another user in the system
  • My request is updated: Select this box if you want to receive notifications when an update is made on your request
  • A planned maintenance task is upcoming or overdue: Select this box if you want to receive notifications when your planned maintenance task is coming up or is overdue
  • A planned maintenance appointment is confirmed (you must have PM confirmation turned on for your organization): Select this box if you want to receive notifications when a planned maintenance appointment is confirmed
  • A request is created on my behalf: Select this box is you want to receive notifications when someone submits a request on your behalf
  • A request is approved: Select this box if you want to receive notifications when a request has been approved by another user in the system
  • A request is declined: Select this box if you want to receive notifications when a request has been declined by another user in the system
  • A request is resolved: Select this box if you want to receive notifications when a request has been resolved by another user in the system
  • A request is responded to: Select this box if you want to receive notifications when a request is responded to by another user in the system
  • An estimate is approved: Select this box if you want to receive notifications when an estimate has been approved by another user in the system
  • An estimate is declined: Select this box if you want to receive notifications when an estimate has been declined by another user in the system
  • A user account is created: Select this box if you want to receive notifications when someone creates a new account
  • An Inventory item reaches minimum quantity: Select this box if you want to receive notification when your inventory item reaches minimum quantity you set for it

 

“But never send emails for…” is where you can select which modules you do not want to receive emails for

  • Emergency Requests - Check this box if you do not want notifications for emergency requests
  • Key Requests - Check this box if you do not want notifications for key requests
  • Schedule Requests – Check this box if you do not want notifications for schedule requests
  • Maintenance Requests – Check this box if you do not want notifications for maintenance requests
  • Technology Requests – Check this box if you do not want notifications for technology requests
  • Custom Work Requests – Check this box if you do not want notifications for custom work requests

 

“And only send me emails if…” is where you can select within each module, which notifications you want to receive. If none are selected, you will receive notifications for all requests.

  • Type (Optional) – here you can select to only receive notifications for certain types of requests that are submitted
    • Schedule Requests – in the multi-select box, select all types of requests you only want to receive notifications for (e.g. Community, General, etc.)
    • Maintenance Requests - in the multi-select box, select all types of requests you only want to receive notifications for (e.g. Automotive, Electrical, Heating-Cooling, etc.)
    • Technology Requests - in the multi-select box, select all types of requests you only want to receive notifications for (e.g. Hardware, Printer etc.)
    • Custom Work Requests - in the multi-select box, select all types of requests you only want to receive notifications for (e.g. Demolition, new construction, etc.)
  • Fields (Optional) – here you can select to receive notifications for custom fields you have put on your request forms. Note: If you select custom fields, you will only receive notifications if the field has been filled out.
    • Schedule Requests – in the multi-select box, select which custom field in which you want a notification 
    • Maintenance Requests - in the multi-select box, select which custom field in which you want a notification 
    • Technology Requests - in the multi-select box, select which custom field in which you want a notification 
    • Custom Work Requests - in the multi-select box, select which custom field in which you want a notification 

 

“Send me report emails on a recurring basis for…” is where you can select what reports you would like to receive on a recurring basis. To get more details on the reports, click here

  • In the multi-select box, select “Comprehensive Operations” to receive this report on a monthly basis via email
  • In the multi-select box, select “Daily Maintenance” to receive this report on a daily basis via email
  • In the multi-select box, select “Daily Schedule Request Summary” to receive this report on daily basis via email
  • In the multi-select box, select “Daily Technology Requests” to receive this report on a daily basis via email
  • In the multi-select box, select “Monthly Planned Maintenance” to receive this report on a monthly basis via email
  • In the multi-select box, select “My Monthly Planned Maintenance” to receive this report on a monthly basis via email
  • In the multi-select box, select “My Yearly Planned Maintenance” to receive this report on a yearly basis via email
  • In the multi-select box, select “Weekly Schedule Requests” to receive this report on a weekly basis via email
  • In the multi-select box, select “Yearly Planned Maintenance” to receive this report on a yearly basis via email

 

  • Preferred notification time - Indicate a time if you would prefer to receive all of your reports at specified time during your work day

 

Note: After you have made your changes, make sure to scroll to the bottom and click “Save.”

 

 

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