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Home > EMResource > Guide - Event Templates > Set Up Template Notifications


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Authorized users can add to and change

With appropriate permissions, you can define the notification settings for a template.

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The

On the Event Notification Preferences page, users in your region are listed, along with checkboxes for

(template) page shows all users. You can search for specific users using the search fields at the top of the page. Choose the appropriate notification methods: email, pager, and/or web. Select a check box to activate that notification method for that user; clear the check box to deactivate the method.

notification by email, text, pager, mobile app, and the solution (web page). You can select various types of notifications for individual users or search for users by resource group, notification status, role, or resource type, and then select the method checkbox in the header row to subscribe all users that meet your search criteria to that type of notification.

For most event types, you can also limit notifications by resource. For example, selecting the Res? checkbox means the user will only receive notifications when the resources they are associated with are involved in the event. Keep in mind, with this selection, at least one delivery method must be selected.  and on the users’ Event Notification Preferences page, the Notification Limit option must be selected.

Note: Selections on the Event Notification Preferences page override

By default, all users are selected to be notified via the Web (EMResource). This set of steps applies to all types of events, including ad hoc. For some types of events you can also set a limit on notifications using the Res? column and check boxes in the Event Notification Preferences for (template name) page.

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If you select this check box for an event type, the system sends notifications to the user only when one or more of that user's resources are involved in the event. In addition, when Res? is selected you must also specify at least one delivery method for this template's notifications. Use the fields at the top of the page to search for specific users.
By default, all users are selected to be notified via the Web (EMResource). This set of steps applies to all types of events, including ad hoc. For some types of events you can also set a limit on notifications using the Res? column and check boxes in the Event Notification Preferences for (template name) page.

Note: Be aware that assigning notification preferences in this way overrides

the preferences that users set up in their own profiles.

To set up event template notifications

Point to Event and in the list,
  1. In the main menu, click Event and then click Event Setup.
The
  1. The Event Template
List
  1. List page opens.
  2. Locate the event template and, on that row,
click
  1. click Notifications.
The
  1. The Event Notification Preferences
for (template)
  1. page opens.
Select and/or clear the check boxes to enable one or more of these notification methods.
  1. To search for specific users, use the filter lists and/or enter text, then click Search.
  2. Take one of these actions.

    If you want to…

    Then…

    Enable notification methods for all users in the list,

    In the header row, select the corresponding checkboxes for one or more notification methods.

    Enable notification methods for only one user,

    On their row, select the corresponding checkboxes for one or more notification methods.

  • Email
  • Text
  • Pager
  • Voice
  • Web Page
    1. If you only want notifications sent when the event involves resources with which the user is associated, select
    the
    1. the Res?
    check
    1.  check box.
  • Click Save.
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    1. Click Save.