1. Log in to Power BI and go to Apps. Make sure the WEM App is already downloaded.
2. Look for "Work Execution Management (WEM) Landing Page". This is the home page for this app. Click on it (you can use the search feature to type the name of the report).
3. Once you are on the WEM Landing Page, you will see 2 cards at the bottom with a task count: Tasks that will be due in the next two days, and PMs past due.
If you are seeing more than one site in the results, this is due to your access. Simply expand the filters and make the necessary changes to adjust the site.
If you see the report blank don't worry, that means you currently don't have any PM's past due or that will be due in the next 2 days.
4. Hover over each one of the cards, look for the 3 dots (...) on the right upper corner and click on it.
5. Select “Manage alerts.”
6. Click on the Add Alert Rule button. The options will be preset but make sure they match the parameters on the screenshot, these are the recommended settings:
One of the most important settings on this alert is the Condition parameters, this is set to Above 0 , which means anytime there is 1 or more PM task soon to be due ( or past due) it will trigger the alert and send an email.
Be sure to include the check box on "Send me email, too" or your notification will only show up in Power BI.
Remember to also set up the alert on the Regulatory PM Past Due visual on the WEM Landing Page, by repeating steps 4 through 6.
If you no longer want to receive the alert, just uncheck the Send me an email too checkbox as highlighted with the red arrow.
Things to remember:
You have to set up the alerts on each card.
If you click on any of the cards, they will take you to a report with details of the Regulatory PMs due in two days and the ones that are past due.
If you see the report blank, it doesn't mean the report is not working, it means you currently don't have PMs soon to be due or Past Due and you can still set up the alerts.
You don't have to wait to get an alert to take a look at the report, you may access it through “Shared with me,” or by clicking on the visuals on your “Regulatory PM Alert” dashboard.
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