Schedule Notification If Employees Not at Customer Location

To schedule a notification to employess if they are not at the customer location, follow the steps below:

  1. Go to Web App > Navigation Menu > Notifications.
    Note: If the Notifications module is missing from the navigation menu, it may not be enabled for the web app. Contact your administrator for assistance.
  2. In the Notifications page, click the Add Notification button located on the top right corner.
  3. Enter a title for the notification in the Name textbox.
  4. From the Notify When dropdown, select the Employee not at Customer location when Work starts option.
  5. In the No of reminder (mins) field, specify the number of minutes before the notification should be triggered.

    For example, if you set No of reminder (mins) to 30, the employees will receive a notification 30 minutes before the scheduled event.

  6. Enter the distance in the Radius (in meters) textbox. The employee gets notification if the current location is outside the configured distance.
  7. In the Delivery Rule section, do the following:
    1. Select the notification delivery options as per your requirement.
      • Email: Allows you to send notification via Email.
      • SMS: Allows you to send notification via SMS.
      • Sync & Web-Notifications: Allows you to send web notifications.
    2. For the To field, select the employees to whom you want to trigger the notification.
    3. In the External Email Addresses field, enter the email addresses to which you want to trigger email.
    4. In the Subject field, enter the subject line for the notification.
      Click the pick fields icon to add fields such as employee name, employee, and work id, and so on in the subject line.
    5. In the Message Body field, enter the notification content.
    6. In the Link Expire in field, set the duration for the link expire if the message body contains any links.
  8. Click Save.