Gain insights into the Rules Manager from a system administrator's perspective. Learn about database-level au-dit procedures and how to configure various complex automation rules.

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