Delivery Planning Alarm Notification Setup
Configure Alarm Notifications for Low Product / Delivery Needed
Written by Jess Hamilton
Updated at July 27th, 2024
Table of Contents
This resource provides instructions for setting up Low Product and Delivery Needed alarm notifications for a Delivery Planning module workflow. For other alarm notifications, please see the Alarm Notification Setup article.
Alarm Notification Template Setup
Click the nine dots to open the global menu and select Gateway. Under FacilityCloud, click Alarm Notification Setup Template.
Add New Template
Click Add New.
Assign a Rule Name (ie – Delivery Planning-Low Product) and fill in a simple Description.
Effective Beginning Date must be specified to activate the alarm notifications.
Effective Ending Date is not required.
Click Add New to create the rule.
Once the rule has been created, additional buttons and tabs for configuring the rule become available underneath the Notification Template Details.
For the next step, make sure the Alarms tab is selected.
Alarms Tab
Click the Add New button in the Alarms tab to open the configuration modal.
Note: Make sure the Historical Alarms tab is selected. If Delivery Planning alarm templates are set up as Active Alarms, the notifications will not send correctly.
Scroll down to Alarm Type.
Search for and select “Delivery Planning Alarm → Runout Hours.” Click the right-facing arrow button to move it into the Selected Alarms box.
In the next section, Occurs With, make sure “Occurs With ALL Of These” is selected in the dropdown menu.
In the Occurs With box, search for and select “Delivery Planning Alarm → Runout Hours.” Click the right-facing arrow button to move it into the Selected Alarms box.
Select the Active checkbox and click Save to return to the template.
Actions Tab
Select the Actions tab, and click Add New.
When the configuration modal opens, the Historical Alarms tab should be selected automatically.
Enter a Description and select the Type of action the rule should trigger. The Type you select will determine which additional options or details become available.
Activity: Select an existing Activity Template Name from the dropdown OR select Create New Template to set up a new activity process.
Email: Select an existing Email Template Name from the dropdown OR click the Edit Email Template link to create or edit an email template.
Work Order: Select an existing Work Order Template Name from the dropdown OR select Create New Template to set up a new work order process.
Click Save to add the new action. If multiple actions are needed, click Add New again to create the next action.
Click Update to ensure all new changes are applied to the template.
Update Existing Template
Locate the desired template and click the pencil edit icon.
Click the tab header for the setting you'd like to update, locate the setting, and click the pencil edit icon.
Note: Make sure the Historical Alarms tab is selected. If Delivery Planning alarm templates are set up as Active Alarms, the notifications will not send correctly.