Notifications are associated with specific situations or events that happen in the system. Possible events include a client change, a due task, an overdue task, a change of responsibility, status changes, or a vendor change. The event is connected to the Module. Notifications are designed to alert members of your organization when a specific event occurred.
Follow the steps below to set up and customize Notifications in Aspen iProperty®:
- Select Notifications from the Options drop-down menu.
2. Select Add a Notification from the Actions menu. This will open a new window.
Step 1: Notification Details: Enter the Notification Name and give your notification a Description. Select the checkbox for Active, so that the email will generate in the system.
Note: The Notification Details Name is the subject and the Description field is the body of your email notification.
Note: Set an Active From and Active To Date, so the notification will only run during a specific time frame. If you leave this section blank your message will continue to generate as long as it is saved and active.
Event & Module Details: Select the Module, Work Order, Work Order Type and Event. Select the Status changed to from the drop-down menu for the system to alert you by email when this event happens.
Timing Details and Clients: Select a client from the drop-down menu to apply a notification to a specific client or apply it to all clients. Click Next.
Step 2: Select Recipients choose your recipients for Client Contacts, Vendor Contacts, Internal Contacts and Additional Contacts. Click Next.
Note: To add another person, click on the Add another person link. To delete a person click on the red X. Add additional contacts by email address in the Other contacts field.
Step 3: Review the details of the notification and click Finish. If you need to change any information, select the Back button.