Overview
An Action Item Request or TeamTime Alert Template consists of a Category, a Type, a set of Statuses (the notification/escalation process) and Recipients. Once a Request or Alert is set up, it is saved as a Template.
The saved template it then available for all Jobs or can be customized for specific Jobs. Some rules to guide you:
- You cannot exit the setup without assigning a start and end status
- You can set up multiple end statuses, but only one start status
- You cannot exit the setup without assigning any statuses as it results in notification failures
- You cannot exit the setup without assigning a Recipient to a starting status
To set up an Action Items Request:
- From the System menu, click Action Items, and then click Defaults.
- Click New Default Template.
- The Action Item Setup screen opens with the Category already set to Request.
- Enter a Request Type.
- In the Statuses grid, create the notification and escalation steps.
- Add a Recipient for each Status Description, as applicable.
To set up a TeamTime Alert:
- From the System menu, click Action Items, and then click Defaults.
- In the grid, select a TeamTime Template, and then click the Detail button.
- In the Statuses grid, create the notification and escalation steps.
- Add a Recipient for each Status Description, as applicable.
Additional Information for TeamTime Alerts
The logic behind certain types of alerts differs when you use the Job Supervisor Tier for TeamTime Alerts. You may find the information below helpful.
No Check-In, No Coverage, Periodic Checks
Notifications can be sent to one or all of the following individuals:
- The Job Supervisor with a valid email address in their Employee Master File
- Other Supervisors (listed in Supervisor Details) associated with the Job Supervisor with a valid Pager ID
- A Contact with a valid email address who is associated with the Supervisor
In addition, if a Contact is listed on the Absenteeism Notification screen (or the Post Set Up screen) AND the Notify Contact check box is selected, then the Contact is also included in the Notifications.
GPS Mismatch, Voice Verification, and Caller ID Mismatch
Supervisors with a valid email address or a valid Pager ID (on the Supervisor screen) from the Supervisor grid and Supervisor Details grid are notified. Notifications for Contacts are NOT available for these Types of TeamTime Alerts.