Event Based Notifications

1. Understand the notification permissions required

• Event-based notifications must be enabled through user profile permissions first.
• Advanced access users have a full notification permissions section where you can turn specific capabilities on or off.
• Tech-level users only have the Disable Notifications toggle available.
• Key advanced permissions mentioned:
  • Add/Edit/Delete notifications
  • Admin access to view and manage all notifications
  • Disable notifications for a user or user group
  • Manage Notification Events
  • Manage Own Events
  • Admin permission for managing other users’ events

2. Open the Notification Events area in Config

• As an admin, go to the Config Console.
• Open the User List and select the user you want to configure.
• In the left-side menu, click Notification Events.
• Use the available filters at the top if needed:
  • City drop-down filter
  • Stockroom drop-down filter

3. Add a new event notification

• In the Notification Events window, click the plus/add icon in the top-right corner.
• A setup window opens for the selected user.
• Choose the event name you want to configure.
• Event types:
  • OTC created / OTC status changed
  • PO created / PO status changed
  • Approvals Portal estimate submission
  • Approvals Portal item status changes
  • New customer message in the approvals portal
  • Work order created / reopened / status changed / completed / voided
  • Work order item events such as parts status change, approved/requested, fulfillment notifications, and outside repair added

4. Choose notification delivery methods

• After selecting the event, choose which notification channels should be enabled.
• Available toggles:
  • In-app / IBIS notification: shows in the header bell icon
  • Email notification: sends to the user’s configured work email
  • Push notification: intended for the native mobile app when released

5. Apply filters to narrow the event

• Add filters to make the notification more specific.
• Example show:
  • Event: Work Order Item Parts Approved and Requested
  • Filter type: City
  • Filter value: ATX
• You can add more than one filter if needed, depending on how specific you want the notification to be.

6. Set an optional delay

• Use the delay in minutes field if you want to prevent too many notifications from firing at once.
• The delay applies after the event is triggered.
• Hovering over the info icon provides a short explanation of how the delay works.

7. Customize the subject and message body

• Enter a subject line for the notification.
• Add markup tags so the message can dynamically include event details like work order number, item number, part summary, and quantity needed.
• In the body, include the details you want the recipient to see.
• The example message includes:
  • Parts approved/requested on a work order
  • Work order number
  • Item number
  • Part summary
  • Quantity needed

8. Save the notification event

• Click Save to create the event.
• In the example, the notification is configured for:
  • A specific city
  • Email delivery
  • In-app bell notification
  • Future mobile push notification

9. Manage your own events from My Account

• If a user has permission to manage their own events, they can do so from My Account.
• Click your name in the top-right corner, then select My Account.
• Open Notification Events in the left menu.
• This area is for managing your own notification preferences and events.

10. Know the difference between Config and My Account

• Config > Users > User > Notification Events lets admins manage notifications for other users (permission based).
• My Account > Notification Events lets users manage only their own events (permission based).
• The Config area is used to view, create, and assign event-based notifications across user accounts.
• The My Account area is for personal notification management only.