Job Alerts
Job Alerts are the ability for the team to communicate either when things go wrong or an important process needs to be followed. Once a job alert has been created, all assigned staff members will receive a notification linking to the Job Alert.
Below you will find 1: Creating Job Alerts - Office Users, 2: Creating Job Alerts - Factory Workers - Kiosk, 3: Setup of Job Alert Statuses and 4: Setup of Job Alert Types.
For example: damaged part - an alert can be triggered by the team to let management know a small work order will need to be created so this can be rectified.
Pro Tip: you will need to be connected to cloud file storage in order for the team to upload, view and share files and photos related to Job Alerts.
Roles & Permissions: if you are unable to view or add job alerts, please check your staff role's and permissions under both Job Alerts and Kiosk.
Creating a Job Alert - Office Users
- Access the 'Job Alerts' tab from the user menu panel.
- Click 'Create'.
- Time, Date, Reported By and Status will automatically generate.
- Choose the Alert Type from the dropdown.
- Assign to a job number - if relevant.
- Assign to extra management members if necessary.
- Upload any relevant files or photos for the job alert.
Creating a Job Alert - Factory Workers | Kiosk Mode
There are 2 ways to raise an alert from the Kiosk Mode. You can do this by clicking into the job or you can do this by clicking into the task. Screenshots below.
- From the Kiosk Dashboard click into 'Jobs'.
- Click into the job you want to raise an alert for.
- Click the 'Job Alerts' button.
- Click 'Create'.
- Choose the Alert Type.
- Update the notes field with any information if required.
- Upload files if required.
- Finalise by clicking 'Create'
Setup - Job Alert Statuses
Define statuses to keep track of the status of your job alerts.
- Click into your Settings from the user menu panel, then click into Jobs.
- Click into Job Alert Statuses to view or create new statuses.
Create a New Status:
- Click create and and name your status.
- Finalise by clicking 'Create'.
Updating or Setting a Default
Once you've created a status, simply click into it to either edit or set as default.
Setup - Job Alert Types
These are the templates for job alerts automation.
Create a New Type:
- Click create & name your alert type.
- Choose responsible staff from the dropdown.
- Fill out template information.
- Choose relevant job types from dropdown.
- Finalise by clicking 'Create'.
Examples for Alert Types: Damaged Stock, Drafted Incorrectly, Installer Damage, Job Incomplete, Machine Maintenance, Material Defect, Operator Error, Site Damage, Incident/Accident Report or Near Miss.