This document provides instructions and examples for creating different types of notifications and alerts in the Rules Manager of Maintenance Connection. It explains how to set up email notifications, text notifications, alerts that display on screen, and messages sent to the Message Center. Step-by-step examples are given for creating an email notification when a work order is completed and for sending an alert and message when a work order's priority changes. The document also describes hands-on practice for attendees to create their own email notification when a work order's status changes to cancelled.

1. Rules Manager: Notifications
and Alerts (W08)
Work Management 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: W_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 Name: Genaro Garza
Background information:
• Role and expertise at Maintenance
Connection
• Fun Fact
Presenter Bio

4. Rules Manager Defined
Email and Text Notification
Alert and Message Center Notification
Agenda

5. What is the Rules Manager?
Criteria and Actions
Rules Manager Defined

6. Establish Rules for automatic actions
based on events
Wide selection of events available
What is the Rules Manager?

7. Create the following:
• Emails
• Text Messages
• Notifications
• Assignments
• Database Script
What is the Rules Manager? (cont’d)

8. Criteria defines the records to
which rule is applied
Actions define what takes place
when rule is executed
Criteria and Actions

9. Email Notifications
Text Notifications
Email and Text Notification

10. Send Email Action used to initiate
email when event occurs
Example of use:
• Email generated to supervisor of Shop
based on Work Order completion
Email Notifications

11. In this example an Email Notification
will be setup to:
• Notify Shop Supervisor
• For Mechanical Shop
• When Work Order has been Completed
Email Notifications: Example

12. Populate Event information:
Email Notifications: Example (cont’d)

13. Define Criteria:
Email Notifications: Example (cont’d)

14. Define Action Indicator and Settings:
Email Notifications: Example (cont’d)

15. Define Associated Recipients:
Email Notifications: Example (cont’d)

16. Define Message Text and HTML:
Email Notifications: Example (cont’d)

17. Add Attachments (optional):
Email Notifications: Example (cont’d)

18. Notification is fired:
Email Notifications: Example (cont’d)

19. 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 Category of “Safety”
Text Notifications

20. In this example a Text Notification will
be setup to:
• Notify Supervisor and Assigned Labor
• For High Priority Work Orders with an
Equipment Failure
• When Work Order has a new Assignment
Text Notifications: Example

21. Populate Event information:
Text Notifications: Example (cont’d)

22. Define Criteria:
Text Notifications: Example (cont’d)

23. Define Action Indicator and Settings:
Text Notifications: Example (cont’d)

24. Define Associated Recipients:
Text Notifications: Example (cont’d)

25. Define Message:
Text Notifications: Example (cont’d)

26. Notification is fired:
Text Notifications (cont’d)

27. Now let’s practice creating an Email
Notification for a Work Order Status
Change!
Create Email Notification: Hands-On

28. Navigate to the Rules Manager via
Tools Menu  Rules Manager
Select New
Select the Event Work Order Status
Change to Cancelled
Create Email Notification: Hands-On (cont’d)

29. Add “ – Your Name Here” to the
end of the Rule Name
Enter 1 as Rule Order
Create Email Notification: Hands-On (cont’d)

30. Uncheck the Rule Enabled?
Indicator
Save your Rule
Find your Rule in the List, select it,
and click Edit
Create Email Notification: Hands-On (cont’d)

31. Navigate to the Criteria tab and add
the Type as Safety
Navigate to the Actions tab and select
the Send Email indicator
Create Email Notification: Hands-On (cont’d)

32. Select the Recipients tab and enter
your email address
Check the Rule Enabled? indicator
Click Save
Create Email Notification: Hands-On (cont’d)

33. To create a test Work Order to
trigger this Notification, select the
arrow next to the New button, and
select Work Orders
Fill in the required details
highlighted in blue
Type = Safety!
Create Email Notification: Hands-On (cont’d)

34. Select the Action bar  Cancel
Put your initials in the request for
Labor Report and Apply
You will receive the email
notification that the Work Order
has been cancelled
Create Email Notification: Hands-On (cont’d)

35. You have now successfully
completed creating an Email
Notification!
Create Email Notification: Hands-On (cont’d)

36. Alert Defined
Message Center Defined
Alert and Message Example
Alert and Message Center Notification

37. Alert sub-tab specifies:
• Online popup display
• Content, appearance, and sound
• “Click Action” option
• Send message option
Alert Defined

38. Message Center sub-tab:
• Notification results in message sent to
Message Center
• Internal source for communication
Message Center Defined

39. In this example an Alert Notification
and Message will be sent:
• Notify Requester and Assigned Members
• For Electrical Shop and High priority
Assets
• Upon Work Order Priority change
Alert and Message: Example

40. Populate Event information:
Alert and Message: Example (cont’d)

41. Define Criteria:
Alert and Message: Example (cont’d)

42. Define Action Indicator and specify
Message Center Settings:
Alert and Message: Example (cont’d)

43. Define Alert Settings and Click Action:
Alert and Message: Example (cont’d)

44. Define Associated Recipients:
Alert and Message: Example (cont’d)

45. Message should be added:
Alert and Message: Example (cont’d)

46. Notification is fired:
Alert and Message: Example (cont’d)

47. For access to documentation and tutorials,
reference www.mcuserconnect.com
MC User Connect

48. 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