Configuring notification roles for property impairment events is crucial for maintaining effective communication and timely responses within your property management system. This guide will walk you through the process of setting up and customizing notification roles, ensuring that the right people receive the right information at the right time. Follow these steps to configure your notification roles for property impairment events:
If this is your first time setting up notifications, please refer to the Configuring Notifications in Prism
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 Property module is blue (enabled)
4. Under Event Notifications, check the boxes for events for which you want to trigger notifications. Below are descriptions of our available Property impairement events:
Property Becomes Impaired: When a property and things within a property are marked as impaired.
Impairment Resolved: When impairment is resolved for a property.
Resolution Date/Time Approaching: Thirty minutes before a property is about to reach its expected impairment resolution time.
Passed Resolution Date/Time: When impairment is past the date and time that it should have been resolved.
Impairment Digest: Digest of all open impairments, per property. Sent at the end of each day.
5. Click "Save Role" afterward to ensure the changes are saved.
6. 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.
If you experience notification issues, refer to our Comprehensive Guide to Troubleshooting Notification Issues in Prism