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Work Order Notifications

Jonathan Heilman avatar
Written by Jonathan Heilman
Updated this week

Initial Notification

When a user is assigned to a work order, they will receive a notification within CSDatum and via email that they have a new assignment.

In-App Notifications

Within the software, the user will see a red bubble notification in the upper right hand corner of the screen with their initials. They will also see an alert within the Notifications area of the welcome screen immediately after they log in.

Initial Notification Email

A user assigned to a work order will also receive an initial email notification stating that they have been assigned to a work order.

Work Order Updates

Throughout the life cycle of a work order, notifications are sent to users who are affected by a change in a work order. When the following updates are made to a work order, users will receive an email notification and an in-app notification.

Work Order Update

Who is Notified

Add Assignee

The Added Assignee

Add Reviewer

The Added Reviewer

Status Set to "In-Review"

Reviewer

Status Set to "Approved"

Assignee

Due Date Adjusted

Assignee and Reviewer

Assignee Removed

Assignee

Reviewer Removed

Reviewer

Work Order Deleted

Assignee and Reviewer

The in-app notifications appear shortly after the updates are made. Email notifications are compiled and sent hourly. Multiple notifications will be in one email.

Weekly Schedule Overview

Once a week on Sunday, a Work Order Schedule Overview email is sent to every user that has been assigned to an open work order. The email will summarize work orders that are overdue from last week, and work orders that are due this week.


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