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How Do I Assign Locations and Projects to Notifications?


Locations and Projects can be assigned to notifications when creating a new notification and to existing notifications.


To Assign Locations and Projects to Notifications when creating a new Notification:

  1. On the left side menu, click ‘Notifications’.
  2. Click ‘+ Set Up Notification’.
  3. Enter the Notification Name, Description, Email Subject, and Email Title.
  4. Choose the Triggers and Recipients from the dropdown options.
  5. Select the Location Specific Notification and Project Specific Notification from the dropdown options (you can select multiple).
  6. Enter the CC, BCC and Email Body.
  7. You can insert attachments by clicking on the white box or dragging and dropping the attachment to the white box.
  8. Click ‘Save & Submit’.


To Assign Locations and Projects to Existing Notifications:

  1. On the left side menu, click ‘Notifications’.
  2. Click on the relevant notification.
  3. Scroll down to Locations/Projects.
  4. Click ‘Allocate/Deallocate Locations/Projects’.
  5. Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of Locations/Projects.
  6. Tick the box(es) you wish to add/remove.
  7. You also have the option to select all, click on the blue tick at the top of the page.
  8. To deselect all, click on the red ‘X’ at the top of the page.
  9. Click the arrow button.
  10. Click ‘Close’.
  • The Locations/Projects are now assigned to the notification.

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