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W08 | Rules Manager Notifications and Alerts (MCUI)

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Rules Manager Notifications and Alerts

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W08 | Rules Manager Notifications and Alerts (MCUI)

  1. 1. MC University W08|Rules Manager Notifications and Alerts
  2. 2. MC University Agenda Rules Manager Defined Email, Text and Phone Notifications Alert and Message Center Notifications
  3. 3. MC University Rules Manager Defined What is the Rules Manager? Criteria and Actions
  4. 4. MC University What is the Rules Manager? Establish Rules for automatic actions based on events Wide selection of events available
  5. 5. MC University What is the Rules Manager? (cont’d) Create the following: • Emails • Text Messages • Phone Calls • Notifications • Assignments • Database Script
  6. 6. MC University Criteria and Actions Criteria defines the records to which rule is applied Actions define what takes place when rule is executed
  7. 7. MC University Interactive Example #1 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • W08 – Accessing the Rules Manager, Criteria and Actions – Example 1
  8. 8. MC University Email, Text and Phone Notifications Email Notifications Text Notifications Phone Calls
  9. 9. MC University Email Notifications Send Email Action used to initiate email when event occurs Example of use: • Email generated to supervisor of Shop based on Work Order completion
  10. 10. MC University Email Notifications (cont’d) Email Notification Example: • Populate Event Information
  11. 11. MC University Email Notifications (cont’d) • Define Criteria
  12. 12. MC University Email Notifications (cont’d) • Define Action Indicator and Settings
  13. 13. MC University Email Notifications (cont’d) • Define Associated Recipients
  14. 14. MC University Email Notifications (cont’d) • Define Message Text and HTML
  15. 15. MC University Email Notifications (cont’d) • Add Attachments (optional)
  16. 16. MC University Email Notifications (cont’d) • Notification is generated
  17. 17. MC University Interactive Example #2 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • W08 – Setting Up Email Notifications – Example 2
  18. 18. MC University Text Notifications Send Text Message Action used to initiate text message when event occurs Example of use: • Text notification to Repair Center Supervisor upon Work Order requested with a Shop of “Safety”
  19. 19. MC University Text Notifications (cont’d) Text Notification Example: • Populate Event information
  20. 20. MC University Text Notifications (cont’d) • Define Criteria
  21. 21. MC University Text Notifications (cont’d) • Define Action Indicator and Settings
  22. 22. MC University Text Notifications (cont’d) • Define Associated Recipients
  23. 23. MC University Text Notifications (cont’d) • Define message
  24. 24. MC University Text Notifications (cont’d) • Notification is generated
  25. 25. MC University Phone Call Notifications • Calls person to notify of Work Order
  26. 26. MC University Alert and Message Center Notifications Alert Defined Message Center Defined
  27. 27. MC University Alert Defined Alert sub-tab specifies: • Online popup display • Content, appearance, and sound • “Click Action” option • Send message option
  28. 28. MC University Message Center Defined Message Center sub-tab: • Notification results in message sent to Message Center • Internal source for communication
  29. 29. MC University Interactive Example #3 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • W08 – Setting Up and Alert and Message – Example 3
  30. 30. Thank You for Watching!

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