Alerts
The Alerts TSI allows you to specify alarms and notifications for an action that is to be completed at a set time. Alerts uses data added in other TSIs. This is dependent on the business object for which the notification is selected.
Notification definition
The general properties of a notification comprising of a filter that defines a condition to be periodically checked and a schedule that determines how often and when the condition is checked.
The notification definitions are added and maintained at Alerts > Notification definitions.
Adding a Notification- / Notify once definition:
Define code and name.
By linking users to a notification definition, you limit emailing notifications to accounts in Planon. By specifying a recipient’s report*, you can extend this functionality to people that do not have a Planon ProCenter account.
Alert condition: create and/or link the condition that you need for the notification to be activated.
Mail template is a template that can be linked that is used as the email that is being send.
Under Planning, schedule the frequency of checking when a notification needs to be sent.
Notify once definition
The general properties of the Notify once definition comprise a filter that defines a condition to be periodically checked and a schedule that determines how often and when the condition is checked. The notification will only be sent once. To avoid unwanted email traffic, notification of subsequent matches of the condition will be skipped.
If you delete and recreate the Notify once definition, the items for which a notification was already sent will be notified again.
If you change the condition filter or choose another condition for the same business object definition, the items for which a notification is sent will not be notified again.
If you change the condition to another business object definition, (Reservations first and then Persons) you will get all new matching items.
The Notify once definitions are added and maintained at Alerts > Notify once definitions.
Alarm definition
The general properties of an alarm comprising of a filter that defines a condition to be periodically checked and a schedule that determines how often and when the condition is checked.
In Alerts, alarm definitions are added and maintained at Alerts > Alarm definitions.
See the following example of an alarm definition:
*Do not forget to link the alarm definition to a user and set it to Active.
Action definitions
The general properties of an action comprising of a filter that defines a condition to be periodically checked and a schedule that determines how often and when the condition is checked.
In Planon ProCenter users can automatically perform actions based on a schedule.
In Alerts action definitions are added and maintained at Alerts > Action definitions.
See below an example of an action definition: NOTE: Do not forget to set the action to active.