Notifications are emails or text messages you receive when specific actions occur in the system. Some triggers include late clock-ins, late tours, late checkpoint scans, and finished tours.
You can set up notifications at the portal, zone, or site levels. Notifications at the site level override those set at the portal and the zone. Notifications set at the zone level override those set at the portal.
Portal notification settings are applied to all sites and zone by default.
- For more information about settings individual report notifications at the site, please see this article.
- Please see this article for other notifications you can set up at the site.
- Please see this article for information on setting up notifications at zones.
Configure the Notification Sender:
- Click on the Settings tile
- Click on the Notifications
- Add your 'Send Emails FROM' address
- Add your 'Send Emails FROM' Name
- Click Send: An email will be sent to this address to be validated so that you can send emails from the address on 'behalf of'
Configure notifications:
- Click on the Settings tile
- Click on the Notifications
Notification options available:
- Late tour/checkpoint: This notification is triggered when a checkpoint is scanned late or a tour is started late.
- On Termination: Terminating an employee will trigger this notification.
- Finished Tour / Runsheet: There are three options for this notification: 1. Trigger a notification when a tour is finished (whether complete or incomplete). 2. Trigger a notification when a runsheet is finished (whether complete or incomplete). 3. Trigger a notification if a runsheet is incomplete.
- Alerts/panic/important reports: Trigger a notification when the panic button is activated or when a report is filed that is flagged as an important report. Please see this article for more about reports that are flagged to trigger this notification.
- Late clock-in: This notification is sent when employees clock in late.
- Break Management - Missed break: This notification will trigger when a employee misses a break during their shift.
- Break Management - Longer break: This notification will trigger when a employee takes a more extended break than scheduled.
- Break Management - Short break: This notification will be triggered when a employee takes a shorter break than scheduled.
- Break Management - Late break: This notification will trigger when a employee takes a late break during a shift.
- Break Management - Earlier break: This notification is triggered when a employee takes an earlier break than scheduled.
- Break Management - Unscheduled Break - For Scheduled Shifts Only: This notification is triggered when a employee takes an unscheduled break.
- Clock-in / out: This notification triggers when a employee clocks in or out. You can also trigger notifications from this tab when employees clock in outside an allowed area or when they clock in without GPS coordinates.
Configure the recipients of notifications (Email or SMS)
You can specify the email address / Cell phone number that will receive these notifications.
Select the tab for the notification you would like to configure. Click the drop-down menu to add a new notification rule. Select the Create Custom Notification Rules option.
Fill out the appropriate fields.
- Select the method to send the notification, either by email or SMS.
- Enter the name of the recipient.
- Enter the email address of the recipient. If the SMS option is selected, there will be a field to enter the recipient's phone number.
- Test the recipient's email address or phone number.
- Delete the recipient.
- Add more recipients.
- Save the new notification rule.
When SMS panic button notifications are triggered, latitude and longitude should be included in the text, like when panic button notification emails are sent.