Set notification rules for request status change

Users with the Manage Site Settings administrative permission can set rules to automatically send notifications when a request's status changes, based on:

• Request type
• Building
• Problem type

To add or edit a notification rule:

1. Select Settings > Manage Auto Notify.
2. Do any of the following:
   • To add a new notification, click + Add Auto Notify.
   • To edit an existing notification, click .

   The Manage Auto Notify page appears.

   

3. Do any of the following:
   • Select the Request Type this rule applies to.
   • If a Request Category field appears, click to see sub-categories. Then deselect any checkboxes for categories that do not apply.

     Note: Request categories vary based on your district setup.

   • Enter a Name.
4. Use the following multi-select drop-downs to select one or more options that the rule applies to:
   • Buildings
   • Priorities
   • Problem Types
   • Statuses
5. Select the Users and Teams you want to notify.

   Note: Adding a team notifies all users on that team.

6. Click Save.

To delete an existing notification rule:

1. Select Settings > Manage Auto Notify.
2. On the notification rule you want, click .
3. On the pop-up message, click OK.