In today's fast-paced property management environment, staying informed about incidents is crucial for maintaining efficiency and responsiveness. This guide will walk you through the process of configuring incident notifications in our system, ensuring that you receive timely and relevant information about various events. By following these steps, you'll be able to customize your notification settings to align with your specific needs and responsibilities.
1. Click on Admin > Roles to review existing notification roles.
2. Click on the blue name of the desired notification role (default or custom) to access its settings.
3. Ensure the toggle to the left for the Incidents module is blue (enabled)
4. Under Event Notifications, check the boxes for events you want to trigger Incidents. Below are descriptions of our available Incident events:
New Incident: A new incident has been created.
Reported: An incident has been flagged as reported and is awaiting review.
No action: An incident has been flagged as no action being required.
Resolved: An incident has been resolved.
Canceled Incident: The incident has been canceled and no action is required.
Open: An incident has been flagged as open and is being reviewed.
Comment: New comment was added to an incident.
5. To receive notifications for specific incident types, select the Incident Type(s) from the left-hand dropdown menu.
6. Use the Preset dropdown menu to apply standard notification settings, or customize them according to your preferences.
7. Adjust the severity level of notifications by selecting the desired severity from the dropdown menu.
8. Click "Save Role" afterward to ensure the changes are saved.
9. When configuring a custom role, link it to a user at the property level using one of two methods:
From the property grid:
Check the box to the left of the Property or Properties you wish to add the User/Role. Once at least one Property has been selected, buttons will appear at the top of the Grid. Click Add Contacts and choose the appropriate Role and Contact(s). Then, click Save.
From the property information page:
To link the Role to a Property from within the Property's page, click the name of the chosen Property from the Property Grid. Navigate to the Contacts tab and click Add Contact.
A new window will pop up. Select the Role and Contact(s) from the dropdown menus. Then, click Add Role.
Notification Roles can be overridden at the Property level. Within My Properties, select a Property. Navigate to the Notifications tab, and check the box next to "Override default notification configuration from management company." From here, edits can be made by clicking the dropdown menu. Once an edit has been made, the change is automatically saved.
