This article will teach you how to set up certain staff user notifications.
Note: This feature covers some basic notifications, but does not include regular Service Requests, other than Escalations. To set up standard Service Request notifications, please see the article Defining Service Request Routing.
- From the Property & Facility menu, click Properties.
- From the Properties tab, click the name of the Property that you desire to add staff user notifications for.
- From the [Property Name] page, click the Team tab and then click the name of the User that you desire to manage notifications for.
- Note: See the Adding a Staff User to a Property article for reference if you do not see the user that you desire to manage the notifications for.
- Once the Update Staff Member window has opened, navigate to the Notifications field in the form presented and select the desired checkboxes that apply to the user:
| Notification | Definition |
|---|---|
| Broadcast: Published | Broadcast messages that have been sent to tenant contacts (currently in development). |
| COI expiration | COIs that will expire within the parameters in Settings: COI Expiration Notifications. |
| Contract Expiring | Vendor contracts that have expired. |
| PM escalation | Preventive Maintenance (PM) Work Orders not completed within 24 hours of the Due Date. |
| Property Tasks Activity Summary [BETA] | (Currently in development) |
| SR level 1 escalation |
Service Request (SR) Work Orders not started within the defined time period, which may vary by SR category. Note: See the Defining Service Request Escalation Levels article for reference. |
| SR level 2 escalation | Service Request (SR) Work Orders still not started after first notification, which may vary by SR category. |
| SR level 3 escalation | Service Request (SR) Work Orders not closed within the defined time period, which may vary by SR category. |
- Click the Save button.
- Your staff user's notification settings have now been updated.