Notifications
System Overview
The Notifications module delivers critical updates to users regarding their assigned Work Orders, Contracts, and other asset-related actions. These updates ensure operational continuity, SLA compliance, and streamlined communication across the organization.
Navigation: Sidebar → Notifications
Key Capabilities
Quick Start Guide
- Access Notifications
Click the bell icon in the top header for quick access, or navigate to Sidebar → Notifications for the full view. - Review Notification Tabs
Use All Notifications for combined view, Work Order Notifications for WO alerts, and Contract Notifications for contract-related alerts. - View Notification Details
Click a notification row to see description, ID, title, resource model, type, and created date. - Review Email Notifications
If enabled, check your registered email inbox for matching alerts. Use these as triggers to log in and take action. - Adjust Your Notification Settings
Go to your User Profile settings to enable or disable notifications. Ensure your email address is correct to receive alerts.
Module Guide
1. Notification Channels & Visibility
Channels:
- Push Notifications (In-App) – Displayed via bell icon in header; also accessible via Sidebar → Notifications
- Email Notifications – Sent directly to user's registered inbox
Per-User Basis:
- Logged-in user sees only notifications configured for them
- Visibility based on User Profile Settings and Contract/WO configurations
2. Notification Types
Contract Notifications
Purpose: Alert stakeholders about critical contract lifecycle events.
| Event | Description |
|---|---|
| Contract Reached Renew Period | Alert when renewal window opens |
| Contract Reached Grace Period | Alert during grace period |
| Contract Expired | Alert when contract has expired |
Configurable: Days before event, which users are notified
Work Order Notifications
Purpose: Keep all parties informed as Work Orders move through their lifecycle.
| Notification Event | Recipient | Description |
|---|---|---|
| Work Order Creation | All asset users | "WO dispatched" alert |
| Work Order Assigned | Assigned user | "WO assigned" alert |
| WO Accepted | WO reporter | "WO accepted by technician" |
| WO Rejected | WO reporter | "WO rejected by all" |
| WO Completed | WO reporter | "WO ended" alert |
| SLA Pre-Breach | Asset users | Alert before SLA is breached |
| SLA Breach | Asset users | Alert when SLA is breached |
| Customer Feedback | Asset users | Feedback submitted |
| Tenant Feedback | Asset users | Feedback submitted |
| Work Permit Requested | Permit approvers | Technician submitted request |
| Work Permit Answered | Requesting user | Permit accepted or rejected |
Title Structure: Follows convention like "Work Order Alert – Assigned" or "Work Order Alert – SLA Breach"
3. Main Notifications Page
Navigation: Sidebar → Notifications
The main page consolidates alerts and organizes them into tabs:
Combined view of all WO and Contract alerts
Dedicated view for WO-related alerts
Focused view for contract alerts
All Notifications Tab
| Column | Description |
|---|---|
| Resource Model | Origin (Work Order, Contract) |
| Type | Alert category |
| Title | Notification summary |
| Created At | Timestamp when alert was issued |
Features: Filter/search by keyword or type; hover to reveal View Details
Work Order Notifications Tab
| Column | Description |
|---|---|
| Notification | Alert title |
| Work Order | Related WO ID |
| Scheduled Plan | Plan name if applicable |
| Frequency | Trigger frequency |
| Contract | Linked contract if any |
| Asset | Related asset |
Contract Notifications Tab
| Column | Description |
|---|---|
| Resource Model | Always "Contract" |
| Type | Alert type (renew, grace, expired) |
| Title | Notification description |
| Created At | Notification timestamp |
4. Notification Details Panel
Clicking any notification row opens the details view:
| Field | Description |
|---|---|
| Description | Full text explaining the alert |
| ID | Unique notification identifier |
| Title | Short notification title |
| Resource Model | Source object (Work Order, Contract) |
| Type | Category of notification |
| Created At | Timestamp when generated |
5. Configuration & Control
| Level | Description |
|---|---|
| User-Level | Enable/disable notifications in User Profile settings |
| Contract-Level | Define who is notified and when (days before renewal/expiry) |
| Work Order Automation | Auto-triggered by workflow steps, SLA config, Work Permit requests |
Persona Use Cases
Facility / Operations Manager
- Track SLA pre-breach and breach events
- Monitor completion of critical Work Orders
- Stay informed about contract renewals and expiries
Helpdesk / Service Desk Agent
- Receive alerts for new WOs created or dispatched
- Track rejections or feedback from technicians
- Monitor SLA alerts requiring escalation
Technician / Engineer
- Know when new Work Orders are assigned
- Receive updates on Work Permit decisions
- Track changes or feedback on tasks
Contract / Commercial Manager
- Focus on contract lifecycle alerts
- Ensure stakeholders act before deadlines
- Track renewal and expiry timelines
Key Notes
Per-User Visibility
Notifications are shown only to users configured to receive them, based on profile settings and role assignments.
SLA Compliance
SLA pre-breach and breach alerts are vital for maintaining contractual performance and avoiding penalties. Configure these carefully.
Noise vs. Signal
Over-notifying can reduce effectiveness. Use configuration options to target the right users with the right alerts at the right time.
Audit & Traceability
The Notifications page and details view provide a useful audit trail of who was alerted, when, and about what.