Notification Rules

In most Organizations, management constantly worries about deadlines and budgets 'slipping through the cracks'. JobOrder offers a consistent, automated feature called 'Notification Rules' to watch for all important deadlines and budget problems, and many other items, to make sure that they are not ignored or missed.

Notification Rules tell JobOrder to notify certain individuals or groups whenever certain conditions are met, allowing you to inform staff members of important milestones, events, and problems related to Jobs. For example, you may want the entire Job Team to be notified whenever a Job is complete or want the company president to be notified whenever any Job goes more than 20% over its budget. And that’s just the beginning.

There are dozens of specific types of Notification Rules. JobOrder divides them into five broad categories:

Deadline:  A deadline is nearing or has passed.

Amounts:  Excessive costs, insufficient profit margin, etc.

Hours:  Excessive time spent on an Activity, Job, etc.

Leave:  Staff leave request has been approved or rejected.

Workflow:  A Job or one of its components has been changed.

When creating a new Notification Rule, JobOrder first asks you to choose what kind of rule you are adding. You can select a broad category of rule using the pop-up menu above the list, or select All Types. Then double-click the specific kind of rule in the list to display the Notification Rules form.

Notification Rules has two pages, Resources to Notify and Rule Details. The Resources to Notify page is the same for all types of Notification Rules. The Rule Details page varies slightly for each kind of rule.

Resources to Notify

On this page, you can choose who should be notified when the rule is triggered, and also specify comments about the Rule.

Rule Details

On this page, you can specify the values that trigger the rule. For example, for a Deadline rule, you can specify that the rule should trigger when it is within a certain number of days of the deadline. For other kinds of rules, you can often specify that the rule triggers when a certain absolute threshold is exceeded or when a ratio (of, for example, actual to budgeted amount) is exceeded. You can also choose to trigger the record any time its constraints are reached, or to apply it only to one particular record (Activity, Material, Job, etc.).