sa07 - rules manager events and notifications
DESCRIPTION
Gain insights into the Rules Manager from a system administrator's perspective. Learn about database-level au-dit procedures and how to configure various complex automation rules.TRANSCRIPT
Rules Manager Events and Notifications (SA07)
System Administrator Track
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID SA_CHECKPOINT Password Checkpoint2014
Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor
Wireless SSID CHECKPOINT Wireless Password CHECKPOINT
Logon Instructions
Presenter Names Marc Ackers and Adam OrsquoBrien
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Rules Manager Defined
Rule Criteria
Rule Actions
Creating Rules
Agenda
Rules Manager Overview
Rules Manager Dialog
Rules Manager Defined
Establish guidelines for automatic actions based on predefined events
bull Emails Texts and Notifications
bull Assignments
bull Run Database Scripts and Server Pages
Rules Manager Overview
Actions initiated based on events
Rules Manager Dialog
bull Lists all defined Rules
bull Grouped by Rule Order and sorted alphabetically
Rules Manager Overview (contrsquod)
Event Action and Repair Center Filters assist in locating specific types of Rules
Rules Manager Dialog
Grid indicating actions initiated upon Rule or event occurrence
Hover mouse over Icon or Rule Name for additional detail
Rules Manager Dialog (contrsquod)
Rule Criteria Overview
Defining Criteria Expressions
Rules Criteria
Defines which records to apply Rule Action to
Can be general or specific
Very similar to Report Criteria
Rules Criteria Overview
Steps to edit Criteria
bull Edit Rule to modify Criteria
bull Click Edit button to define or edit criteria in Criteria Dialog
Defining Criteria Expressions
Prompts are used to define Criteria expressions
Defining Criteria Expressions (contrsquod)
Three parts to expression
bull Field
bull Value
bull Control
Defining Criteria Expressions (contrsquod)
Example of Criteria Expression for High Priority Work Orders
Defining Criteria Expressions (contrsquod)
Rule Actions Overview
Action Options
Rule Actions
Define action to be initiated when Rule is executed
Action(s) are checked to be defined or activated
Rule Actions Overview
Recipient tabs for all Email Text Message and Notifications
bull Associated Recipients specify roles related to record to receive notification
bull Recipients includes individuals and or email groups
Rule Actions Overview (contrsquod)
Send Email Action
bull Settings
bull Text or HTML Message
bull Attach Reports (optional)
Action Options
Send Text Message
bull Settings
bull Text address stored in SMS Email field for designated module (eg Labor Requester or Shop)
bull No stored Message content
Action Options (contrsquod)
Send Notification
bull Internal Message
bull Alert
bull No stored Message content
Action Options (contrsquod)
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID SA_CHECKPOINT Password Checkpoint2014
Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor
Wireless SSID CHECKPOINT Wireless Password CHECKPOINT
Logon Instructions
Presenter Names Marc Ackers and Adam OrsquoBrien
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Rules Manager Defined
Rule Criteria
Rule Actions
Creating Rules
Agenda
Rules Manager Overview
Rules Manager Dialog
Rules Manager Defined
Establish guidelines for automatic actions based on predefined events
bull Emails Texts and Notifications
bull Assignments
bull Run Database Scripts and Server Pages
Rules Manager Overview
Actions initiated based on events
Rules Manager Dialog
bull Lists all defined Rules
bull Grouped by Rule Order and sorted alphabetically
Rules Manager Overview (contrsquod)
Event Action and Repair Center Filters assist in locating specific types of Rules
Rules Manager Dialog
Grid indicating actions initiated upon Rule or event occurrence
Hover mouse over Icon or Rule Name for additional detail
Rules Manager Dialog (contrsquod)
Rule Criteria Overview
Defining Criteria Expressions
Rules Criteria
Defines which records to apply Rule Action to
Can be general or specific
Very similar to Report Criteria
Rules Criteria Overview
Steps to edit Criteria
bull Edit Rule to modify Criteria
bull Click Edit button to define or edit criteria in Criteria Dialog
Defining Criteria Expressions
Prompts are used to define Criteria expressions
Defining Criteria Expressions (contrsquod)
Three parts to expression
bull Field
bull Value
bull Control
Defining Criteria Expressions (contrsquod)
Example of Criteria Expression for High Priority Work Orders
Defining Criteria Expressions (contrsquod)
Rule Actions Overview
Action Options
Rule Actions
Define action to be initiated when Rule is executed
Action(s) are checked to be defined or activated
Rule Actions Overview
Recipient tabs for all Email Text Message and Notifications
bull Associated Recipients specify roles related to record to receive notification
bull Recipients includes individuals and or email groups
Rule Actions Overview (contrsquod)
Send Email Action
bull Settings
bull Text or HTML Message
bull Attach Reports (optional)
Action Options
Send Text Message
bull Settings
bull Text address stored in SMS Email field for designated module (eg Labor Requester or Shop)
bull No stored Message content
Action Options (contrsquod)
Send Notification
bull Internal Message
bull Alert
bull No stored Message content
Action Options (contrsquod)
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Presenter Names Marc Ackers and Adam OrsquoBrien
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
Rules Manager Defined
Rule Criteria
Rule Actions
Creating Rules
Agenda
Rules Manager Overview
Rules Manager Dialog
Rules Manager Defined
Establish guidelines for automatic actions based on predefined events
bull Emails Texts and Notifications
bull Assignments
bull Run Database Scripts and Server Pages
Rules Manager Overview
Actions initiated based on events
Rules Manager Dialog
bull Lists all defined Rules
bull Grouped by Rule Order and sorted alphabetically
Rules Manager Overview (contrsquod)
Event Action and Repair Center Filters assist in locating specific types of Rules
Rules Manager Dialog
Grid indicating actions initiated upon Rule or event occurrence
Hover mouse over Icon or Rule Name for additional detail
Rules Manager Dialog (contrsquod)
Rule Criteria Overview
Defining Criteria Expressions
Rules Criteria
Defines which records to apply Rule Action to
Can be general or specific
Very similar to Report Criteria
Rules Criteria Overview
Steps to edit Criteria
bull Edit Rule to modify Criteria
bull Click Edit button to define or edit criteria in Criteria Dialog
Defining Criteria Expressions
Prompts are used to define Criteria expressions
Defining Criteria Expressions (contrsquod)
Three parts to expression
bull Field
bull Value
bull Control
Defining Criteria Expressions (contrsquod)
Example of Criteria Expression for High Priority Work Orders
Defining Criteria Expressions (contrsquod)
Rule Actions Overview
Action Options
Rule Actions
Define action to be initiated when Rule is executed
Action(s) are checked to be defined or activated
Rule Actions Overview
Recipient tabs for all Email Text Message and Notifications
bull Associated Recipients specify roles related to record to receive notification
bull Recipients includes individuals and or email groups
Rule Actions Overview (contrsquod)
Send Email Action
bull Settings
bull Text or HTML Message
bull Attach Reports (optional)
Action Options
Send Text Message
bull Settings
bull Text address stored in SMS Email field for designated module (eg Labor Requester or Shop)
bull No stored Message content
Action Options (contrsquod)
Send Notification
bull Internal Message
bull Alert
bull No stored Message content
Action Options (contrsquod)
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Rules Manager Defined
Rule Criteria
Rule Actions
Creating Rules
Agenda
Rules Manager Overview
Rules Manager Dialog
Rules Manager Defined
Establish guidelines for automatic actions based on predefined events
bull Emails Texts and Notifications
bull Assignments
bull Run Database Scripts and Server Pages
Rules Manager Overview
Actions initiated based on events
Rules Manager Dialog
bull Lists all defined Rules
bull Grouped by Rule Order and sorted alphabetically
Rules Manager Overview (contrsquod)
Event Action and Repair Center Filters assist in locating specific types of Rules
Rules Manager Dialog
Grid indicating actions initiated upon Rule or event occurrence
Hover mouse over Icon or Rule Name for additional detail
Rules Manager Dialog (contrsquod)
Rule Criteria Overview
Defining Criteria Expressions
Rules Criteria
Defines which records to apply Rule Action to
Can be general or specific
Very similar to Report Criteria
Rules Criteria Overview
Steps to edit Criteria
bull Edit Rule to modify Criteria
bull Click Edit button to define or edit criteria in Criteria Dialog
Defining Criteria Expressions
Prompts are used to define Criteria expressions
Defining Criteria Expressions (contrsquod)
Three parts to expression
bull Field
bull Value
bull Control
Defining Criteria Expressions (contrsquod)
Example of Criteria Expression for High Priority Work Orders
Defining Criteria Expressions (contrsquod)
Rule Actions Overview
Action Options
Rule Actions
Define action to be initiated when Rule is executed
Action(s) are checked to be defined or activated
Rule Actions Overview
Recipient tabs for all Email Text Message and Notifications
bull Associated Recipients specify roles related to record to receive notification
bull Recipients includes individuals and or email groups
Rule Actions Overview (contrsquod)
Send Email Action
bull Settings
bull Text or HTML Message
bull Attach Reports (optional)
Action Options
Send Text Message
bull Settings
bull Text address stored in SMS Email field for designated module (eg Labor Requester or Shop)
bull No stored Message content
Action Options (contrsquod)
Send Notification
bull Internal Message
bull Alert
bull No stored Message content
Action Options (contrsquod)
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Rules Manager Overview
Rules Manager Dialog
Rules Manager Defined
Establish guidelines for automatic actions based on predefined events
bull Emails Texts and Notifications
bull Assignments
bull Run Database Scripts and Server Pages
Rules Manager Overview
Actions initiated based on events
Rules Manager Dialog
bull Lists all defined Rules
bull Grouped by Rule Order and sorted alphabetically
Rules Manager Overview (contrsquod)
Event Action and Repair Center Filters assist in locating specific types of Rules
Rules Manager Dialog
Grid indicating actions initiated upon Rule or event occurrence
Hover mouse over Icon or Rule Name for additional detail
Rules Manager Dialog (contrsquod)
Rule Criteria Overview
Defining Criteria Expressions
Rules Criteria
Defines which records to apply Rule Action to
Can be general or specific
Very similar to Report Criteria
Rules Criteria Overview
Steps to edit Criteria
bull Edit Rule to modify Criteria
bull Click Edit button to define or edit criteria in Criteria Dialog
Defining Criteria Expressions
Prompts are used to define Criteria expressions
Defining Criteria Expressions (contrsquod)
Three parts to expression
bull Field
bull Value
bull Control
Defining Criteria Expressions (contrsquod)
Example of Criteria Expression for High Priority Work Orders
Defining Criteria Expressions (contrsquod)
Rule Actions Overview
Action Options
Rule Actions
Define action to be initiated when Rule is executed
Action(s) are checked to be defined or activated
Rule Actions Overview
Recipient tabs for all Email Text Message and Notifications
bull Associated Recipients specify roles related to record to receive notification
bull Recipients includes individuals and or email groups
Rule Actions Overview (contrsquod)
Send Email Action
bull Settings
bull Text or HTML Message
bull Attach Reports (optional)
Action Options
Send Text Message
bull Settings
bull Text address stored in SMS Email field for designated module (eg Labor Requester or Shop)
bull No stored Message content
Action Options (contrsquod)
Send Notification
bull Internal Message
bull Alert
bull No stored Message content
Action Options (contrsquod)
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Establish guidelines for automatic actions based on predefined events
bull Emails Texts and Notifications
bull Assignments
bull Run Database Scripts and Server Pages
Rules Manager Overview
Actions initiated based on events
Rules Manager Dialog
bull Lists all defined Rules
bull Grouped by Rule Order and sorted alphabetically
Rules Manager Overview (contrsquod)
Event Action and Repair Center Filters assist in locating specific types of Rules
Rules Manager Dialog
Grid indicating actions initiated upon Rule or event occurrence
Hover mouse over Icon or Rule Name for additional detail
Rules Manager Dialog (contrsquod)
Rule Criteria Overview
Defining Criteria Expressions
Rules Criteria
Defines which records to apply Rule Action to
Can be general or specific
Very similar to Report Criteria
Rules Criteria Overview
Steps to edit Criteria
bull Edit Rule to modify Criteria
bull Click Edit button to define or edit criteria in Criteria Dialog
Defining Criteria Expressions
Prompts are used to define Criteria expressions
Defining Criteria Expressions (contrsquod)
Three parts to expression
bull Field
bull Value
bull Control
Defining Criteria Expressions (contrsquod)
Example of Criteria Expression for High Priority Work Orders
Defining Criteria Expressions (contrsquod)
Rule Actions Overview
Action Options
Rule Actions
Define action to be initiated when Rule is executed
Action(s) are checked to be defined or activated
Rule Actions Overview
Recipient tabs for all Email Text Message and Notifications
bull Associated Recipients specify roles related to record to receive notification
bull Recipients includes individuals and or email groups
Rule Actions Overview (contrsquod)
Send Email Action
bull Settings
bull Text or HTML Message
bull Attach Reports (optional)
Action Options
Send Text Message
bull Settings
bull Text address stored in SMS Email field for designated module (eg Labor Requester or Shop)
bull No stored Message content
Action Options (contrsquod)
Send Notification
bull Internal Message
bull Alert
bull No stored Message content
Action Options (contrsquod)
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Actions initiated based on events
Rules Manager Dialog
bull Lists all defined Rules
bull Grouped by Rule Order and sorted alphabetically
Rules Manager Overview (contrsquod)
Event Action and Repair Center Filters assist in locating specific types of Rules
Rules Manager Dialog
Grid indicating actions initiated upon Rule or event occurrence
Hover mouse over Icon or Rule Name for additional detail
Rules Manager Dialog (contrsquod)
Rule Criteria Overview
Defining Criteria Expressions
Rules Criteria
Defines which records to apply Rule Action to
Can be general or specific
Very similar to Report Criteria
Rules Criteria Overview
Steps to edit Criteria
bull Edit Rule to modify Criteria
bull Click Edit button to define or edit criteria in Criteria Dialog
Defining Criteria Expressions
Prompts are used to define Criteria expressions
Defining Criteria Expressions (contrsquod)
Three parts to expression
bull Field
bull Value
bull Control
Defining Criteria Expressions (contrsquod)
Example of Criteria Expression for High Priority Work Orders
Defining Criteria Expressions (contrsquod)
Rule Actions Overview
Action Options
Rule Actions
Define action to be initiated when Rule is executed
Action(s) are checked to be defined or activated
Rule Actions Overview
Recipient tabs for all Email Text Message and Notifications
bull Associated Recipients specify roles related to record to receive notification
bull Recipients includes individuals and or email groups
Rule Actions Overview (contrsquod)
Send Email Action
bull Settings
bull Text or HTML Message
bull Attach Reports (optional)
Action Options
Send Text Message
bull Settings
bull Text address stored in SMS Email field for designated module (eg Labor Requester or Shop)
bull No stored Message content
Action Options (contrsquod)
Send Notification
bull Internal Message
bull Alert
bull No stored Message content
Action Options (contrsquod)
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Event Action and Repair Center Filters assist in locating specific types of Rules
Rules Manager Dialog
Grid indicating actions initiated upon Rule or event occurrence
Hover mouse over Icon or Rule Name for additional detail
Rules Manager Dialog (contrsquod)
Rule Criteria Overview
Defining Criteria Expressions
Rules Criteria
Defines which records to apply Rule Action to
Can be general or specific
Very similar to Report Criteria
Rules Criteria Overview
Steps to edit Criteria
bull Edit Rule to modify Criteria
bull Click Edit button to define or edit criteria in Criteria Dialog
Defining Criteria Expressions
Prompts are used to define Criteria expressions
Defining Criteria Expressions (contrsquod)
Three parts to expression
bull Field
bull Value
bull Control
Defining Criteria Expressions (contrsquod)
Example of Criteria Expression for High Priority Work Orders
Defining Criteria Expressions (contrsquod)
Rule Actions Overview
Action Options
Rule Actions
Define action to be initiated when Rule is executed
Action(s) are checked to be defined or activated
Rule Actions Overview
Recipient tabs for all Email Text Message and Notifications
bull Associated Recipients specify roles related to record to receive notification
bull Recipients includes individuals and or email groups
Rule Actions Overview (contrsquod)
Send Email Action
bull Settings
bull Text or HTML Message
bull Attach Reports (optional)
Action Options
Send Text Message
bull Settings
bull Text address stored in SMS Email field for designated module (eg Labor Requester or Shop)
bull No stored Message content
Action Options (contrsquod)
Send Notification
bull Internal Message
bull Alert
bull No stored Message content
Action Options (contrsquod)
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Grid indicating actions initiated upon Rule or event occurrence
Hover mouse over Icon or Rule Name for additional detail
Rules Manager Dialog (contrsquod)
Rule Criteria Overview
Defining Criteria Expressions
Rules Criteria
Defines which records to apply Rule Action to
Can be general or specific
Very similar to Report Criteria
Rules Criteria Overview
Steps to edit Criteria
bull Edit Rule to modify Criteria
bull Click Edit button to define or edit criteria in Criteria Dialog
Defining Criteria Expressions
Prompts are used to define Criteria expressions
Defining Criteria Expressions (contrsquod)
Three parts to expression
bull Field
bull Value
bull Control
Defining Criteria Expressions (contrsquod)
Example of Criteria Expression for High Priority Work Orders
Defining Criteria Expressions (contrsquod)
Rule Actions Overview
Action Options
Rule Actions
Define action to be initiated when Rule is executed
Action(s) are checked to be defined or activated
Rule Actions Overview
Recipient tabs for all Email Text Message and Notifications
bull Associated Recipients specify roles related to record to receive notification
bull Recipients includes individuals and or email groups
Rule Actions Overview (contrsquod)
Send Email Action
bull Settings
bull Text or HTML Message
bull Attach Reports (optional)
Action Options
Send Text Message
bull Settings
bull Text address stored in SMS Email field for designated module (eg Labor Requester or Shop)
bull No stored Message content
Action Options (contrsquod)
Send Notification
bull Internal Message
bull Alert
bull No stored Message content
Action Options (contrsquod)
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Rule Criteria Overview
Defining Criteria Expressions
Rules Criteria
Defines which records to apply Rule Action to
Can be general or specific
Very similar to Report Criteria
Rules Criteria Overview
Steps to edit Criteria
bull Edit Rule to modify Criteria
bull Click Edit button to define or edit criteria in Criteria Dialog
Defining Criteria Expressions
Prompts are used to define Criteria expressions
Defining Criteria Expressions (contrsquod)
Three parts to expression
bull Field
bull Value
bull Control
Defining Criteria Expressions (contrsquod)
Example of Criteria Expression for High Priority Work Orders
Defining Criteria Expressions (contrsquod)
Rule Actions Overview
Action Options
Rule Actions
Define action to be initiated when Rule is executed
Action(s) are checked to be defined or activated
Rule Actions Overview
Recipient tabs for all Email Text Message and Notifications
bull Associated Recipients specify roles related to record to receive notification
bull Recipients includes individuals and or email groups
Rule Actions Overview (contrsquod)
Send Email Action
bull Settings
bull Text or HTML Message
bull Attach Reports (optional)
Action Options
Send Text Message
bull Settings
bull Text address stored in SMS Email field for designated module (eg Labor Requester or Shop)
bull No stored Message content
Action Options (contrsquod)
Send Notification
bull Internal Message
bull Alert
bull No stored Message content
Action Options (contrsquod)
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Defines which records to apply Rule Action to
Can be general or specific
Very similar to Report Criteria
Rules Criteria Overview
Steps to edit Criteria
bull Edit Rule to modify Criteria
bull Click Edit button to define or edit criteria in Criteria Dialog
Defining Criteria Expressions
Prompts are used to define Criteria expressions
Defining Criteria Expressions (contrsquod)
Three parts to expression
bull Field
bull Value
bull Control
Defining Criteria Expressions (contrsquod)
Example of Criteria Expression for High Priority Work Orders
Defining Criteria Expressions (contrsquod)
Rule Actions Overview
Action Options
Rule Actions
Define action to be initiated when Rule is executed
Action(s) are checked to be defined or activated
Rule Actions Overview
Recipient tabs for all Email Text Message and Notifications
bull Associated Recipients specify roles related to record to receive notification
bull Recipients includes individuals and or email groups
Rule Actions Overview (contrsquod)
Send Email Action
bull Settings
bull Text or HTML Message
bull Attach Reports (optional)
Action Options
Send Text Message
bull Settings
bull Text address stored in SMS Email field for designated module (eg Labor Requester or Shop)
bull No stored Message content
Action Options (contrsquod)
Send Notification
bull Internal Message
bull Alert
bull No stored Message content
Action Options (contrsquod)
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Steps to edit Criteria
bull Edit Rule to modify Criteria
bull Click Edit button to define or edit criteria in Criteria Dialog
Defining Criteria Expressions
Prompts are used to define Criteria expressions
Defining Criteria Expressions (contrsquod)
Three parts to expression
bull Field
bull Value
bull Control
Defining Criteria Expressions (contrsquod)
Example of Criteria Expression for High Priority Work Orders
Defining Criteria Expressions (contrsquod)
Rule Actions Overview
Action Options
Rule Actions
Define action to be initiated when Rule is executed
Action(s) are checked to be defined or activated
Rule Actions Overview
Recipient tabs for all Email Text Message and Notifications
bull Associated Recipients specify roles related to record to receive notification
bull Recipients includes individuals and or email groups
Rule Actions Overview (contrsquod)
Send Email Action
bull Settings
bull Text or HTML Message
bull Attach Reports (optional)
Action Options
Send Text Message
bull Settings
bull Text address stored in SMS Email field for designated module (eg Labor Requester or Shop)
bull No stored Message content
Action Options (contrsquod)
Send Notification
bull Internal Message
bull Alert
bull No stored Message content
Action Options (contrsquod)
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Prompts are used to define Criteria expressions
Defining Criteria Expressions (contrsquod)
Three parts to expression
bull Field
bull Value
bull Control
Defining Criteria Expressions (contrsquod)
Example of Criteria Expression for High Priority Work Orders
Defining Criteria Expressions (contrsquod)
Rule Actions Overview
Action Options
Rule Actions
Define action to be initiated when Rule is executed
Action(s) are checked to be defined or activated
Rule Actions Overview
Recipient tabs for all Email Text Message and Notifications
bull Associated Recipients specify roles related to record to receive notification
bull Recipients includes individuals and or email groups
Rule Actions Overview (contrsquod)
Send Email Action
bull Settings
bull Text or HTML Message
bull Attach Reports (optional)
Action Options
Send Text Message
bull Settings
bull Text address stored in SMS Email field for designated module (eg Labor Requester or Shop)
bull No stored Message content
Action Options (contrsquod)
Send Notification
bull Internal Message
bull Alert
bull No stored Message content
Action Options (contrsquod)
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Three parts to expression
bull Field
bull Value
bull Control
Defining Criteria Expressions (contrsquod)
Example of Criteria Expression for High Priority Work Orders
Defining Criteria Expressions (contrsquod)
Rule Actions Overview
Action Options
Rule Actions
Define action to be initiated when Rule is executed
Action(s) are checked to be defined or activated
Rule Actions Overview
Recipient tabs for all Email Text Message and Notifications
bull Associated Recipients specify roles related to record to receive notification
bull Recipients includes individuals and or email groups
Rule Actions Overview (contrsquod)
Send Email Action
bull Settings
bull Text or HTML Message
bull Attach Reports (optional)
Action Options
Send Text Message
bull Settings
bull Text address stored in SMS Email field for designated module (eg Labor Requester or Shop)
bull No stored Message content
Action Options (contrsquod)
Send Notification
bull Internal Message
bull Alert
bull No stored Message content
Action Options (contrsquod)
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Example of Criteria Expression for High Priority Work Orders
Defining Criteria Expressions (contrsquod)
Rule Actions Overview
Action Options
Rule Actions
Define action to be initiated when Rule is executed
Action(s) are checked to be defined or activated
Rule Actions Overview
Recipient tabs for all Email Text Message and Notifications
bull Associated Recipients specify roles related to record to receive notification
bull Recipients includes individuals and or email groups
Rule Actions Overview (contrsquod)
Send Email Action
bull Settings
bull Text or HTML Message
bull Attach Reports (optional)
Action Options
Send Text Message
bull Settings
bull Text address stored in SMS Email field for designated module (eg Labor Requester or Shop)
bull No stored Message content
Action Options (contrsquod)
Send Notification
bull Internal Message
bull Alert
bull No stored Message content
Action Options (contrsquod)
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Rule Actions Overview
Action Options
Rule Actions
Define action to be initiated when Rule is executed
Action(s) are checked to be defined or activated
Rule Actions Overview
Recipient tabs for all Email Text Message and Notifications
bull Associated Recipients specify roles related to record to receive notification
bull Recipients includes individuals and or email groups
Rule Actions Overview (contrsquod)
Send Email Action
bull Settings
bull Text or HTML Message
bull Attach Reports (optional)
Action Options
Send Text Message
bull Settings
bull Text address stored in SMS Email field for designated module (eg Labor Requester or Shop)
bull No stored Message content
Action Options (contrsquod)
Send Notification
bull Internal Message
bull Alert
bull No stored Message content
Action Options (contrsquod)
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Define action to be initiated when Rule is executed
Action(s) are checked to be defined or activated
Rule Actions Overview
Recipient tabs for all Email Text Message and Notifications
bull Associated Recipients specify roles related to record to receive notification
bull Recipients includes individuals and or email groups
Rule Actions Overview (contrsquod)
Send Email Action
bull Settings
bull Text or HTML Message
bull Attach Reports (optional)
Action Options
Send Text Message
bull Settings
bull Text address stored in SMS Email field for designated module (eg Labor Requester or Shop)
bull No stored Message content
Action Options (contrsquod)
Send Notification
bull Internal Message
bull Alert
bull No stored Message content
Action Options (contrsquod)
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Recipient tabs for all Email Text Message and Notifications
bull Associated Recipients specify roles related to record to receive notification
bull Recipients includes individuals and or email groups
Rule Actions Overview (contrsquod)
Send Email Action
bull Settings
bull Text or HTML Message
bull Attach Reports (optional)
Action Options
Send Text Message
bull Settings
bull Text address stored in SMS Email field for designated module (eg Labor Requester or Shop)
bull No stored Message content
Action Options (contrsquod)
Send Notification
bull Internal Message
bull Alert
bull No stored Message content
Action Options (contrsquod)
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Send Email Action
bull Settings
bull Text or HTML Message
bull Attach Reports (optional)
Action Options
Send Text Message
bull Settings
bull Text address stored in SMS Email field for designated module (eg Labor Requester or Shop)
bull No stored Message content
Action Options (contrsquod)
Send Notification
bull Internal Message
bull Alert
bull No stored Message content
Action Options (contrsquod)
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Send Text Message
bull Settings
bull Text address stored in SMS Email field for designated module (eg Labor Requester or Shop)
bull No stored Message content
Action Options (contrsquod)
Send Notification
bull Internal Message
bull Alert
bull No stored Message content
Action Options (contrsquod)
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Send Notification
bull Internal Message
bull Alert
bull No stored Message content
Action Options (contrsquod)
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Create Assignment
bull Specify individual for assignment
bull Multiple assignments supported
bull Only for New Work Order Creation Event
Action Options (contrsquod)
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Run Database Script and Run Server Page
bull Advanced administrator tools
bull Typically implemented by MC
Action Options (contrsquod)
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
New Rule Dialog
Define Event
Define Criteria and Action
Creating Rules
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Select New from Rules Manager on the Action Bar
New Rule Dialog display prompts for
bull Event
bull Rule Name
bull Rule Order
bull Repair Center
bull Rule Enabled
New Rule Dialog
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Events are grouped by type module
Common Work Order Events
bull New Work Order
bull Work Order Approved
bull Work Order Status Change
bull Work Order Priority Change
Define Event
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Example of Work Order Event selection
Define Event (contrsquod)
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Criteria is optional
Action(s) must be selected for Rule to trigger
Define Criteria and Action
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Now letrsquos practice creating an Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Navigate to Tools Menu Rules Manager
Select New from the Action Bar
Create Email Notification Hands-On (contrsquod)
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Find and select Event New Work Order
Add ldquo ndash YOUR NAMErdquo to the Rule Name
Enter 1 for Rule Order
Disable the Rule
Save Rule
Create Email Notification Hands-On (contrsquod)
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Find and select your newly created Rule
Click Edit from the Action Bar
Select the Criteria tab
Click Edit
Create Email Notification Hands-On (contrsquod)
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Set the Criteria to
bull Type is Safety
bull Priority is High
Click Apply
Create Email Notification Hands-On (contrsquod)
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Select the Actions tab
Check the Send Email Action Indicator
Select the Recipients sub-tab
Type in your email address
Create Email Notification Hands-On (contrsquod)
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Select the Message (HTML) sub-tab
Add ldquowith a Priority of Priorityrdquo
Add ldquowith a Type Typerdquo
Create Email Notification Hands-On (contrsquod)
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Save the Rule
Re-enable the Rule
Create a Test Work Order with a Priority of High and Type is Safety
Create Email Notification Hands-On (contrsquod)
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
Email notification will be sent to your email address alerting you of the newly created Work Order
Create Email Notification Hands-On (contrsquod)
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
You have now successfully completed creating a new Email Notification for new Safety Work Orders with a High Priority
Create Email Notification Hands-On (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Rules Manager With Message Center
Notifications - How to Create Edit amp Email
On-Screen Notifications
V60 Rules Manager Enhancements
Additional Resources