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:
- On the left side menu, click ‘Notifications’.
- Click ‘+ Set Up Notification’.
- Enter the Notification Name, Description, Email Subject, and Email Title.
- Choose the Triggers and Recipients from the dropdown options.
- Select the Location Specific Notification and Project Specific Notification from the dropdown options (you can select multiple).
- Enter the CC, BCC and Email Body.
- You can insert attachments by clicking on the white box or dragging and dropping the attachment to the white box.
- Click ‘Save & Submit’.
To Assign Locations and Projects to Existing Notifications:
- On the left side menu, click ‘Notifications’.
- Click on the relevant notification.
- Scroll down to Locations/Projects.
- Click ‘Allocate/Deallocate Locations/Projects’.
- Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of Locations/Projects.
- Tick the box(es) you wish to add/remove.
- You also have the option to select all, click on the blue tick at the top of the page.
- To deselect all, click on the red ‘X’ at the top of the page.
- Click the arrow button.
- Click ‘Close’.
- The Locations/Projects are now assigned to the notification.