You must have Supervisor access to create and access Site Specific escalations in the Control Center.
Steps in the screenshots correspond to the numbers in the headings.
1. From the Navigation Pane, click on Control Center and then select Event Monitor.
2. Existing Monitors -- within this space active and inactive monitors that have been created in the past for the site are displayed.
Active monitors are those that are sending notifications when escalation conditions are activated. Inactive monitors are not sending notifications.
3. The New Monitor Area is where the Conditions and Actions for new alerts are entered.
How to Create a New Escalation Monitor - To begin, simply start typing a new monitor
4. Enter a Name. All monitors should begin with your site number.
5. Enter a Description. This can be the same as the name or contain more details.
The default is to active.
6. By default you are in the Conditions tab.
7. Click ADD CONDITION or ADD GROUP to create the first part of your event.
8. In our case, we selected Work Order Priority equals Emergency. As this is a singular statement, we used the Add Condition field.
The next statement is for the Equipment Criticality being either 1 - Critical or 2- Important. We will use the Add Group for this option.
9. The GROUP BY field contains a drop-down with the selections AND, OR
a. The AND selection makes it so that ALL THE CRITERIA you've entered has to be met in order for the escalation to trigger.
b. The OR selection make it so that if ANY one of the multiple conditions exist, a notification is triggered.
If your set up the grouping wrong, you will see an alert message letting you know. For example, you cannot have a Task with a criticality of 1 AND 2 at the same time... that has to be an OR statement. See example below.
10. In the example above, the option must be changed to OR, as you cannot have Equipment that both Critical and Important at the same time.
11. The equation value, currently showing “Equals” in the image above allow you to create an inclusive and exclusive comment.
a. Selecting “Equals” results in the condition selected having to be met.
b. Selecting “Not Equals” results in the condition selected being an exclusion value, meaning ‘do not show’ Work Orders with the value selected.
An example of when you might use this is when the Work Order Priority is backlog.
12. Once you have the conditions established, click on the Actions tab.
13. By default, the first action is to Notify after one Minute.
14. If you want to also be notified on completion, slide the toggle to the right.
15. By default, the alert is Active.
16. Enter the contact information associated with the Alert.
16.1. An email must be sent to an valid email address.
16.2. A SMS Text message can be sent to any compatible phone number.
17. You must hit the plus sign after each entry to add the entry to the alert.
18. To add more emails or phone numbers, simply type them on the line and click the plus icon.
19. To remove a name, click the X at the end of the line.
20. If you want to enter additional alerts, you can do so by following the same process.
a. NOTE: Once an action is created it cannot be deleted it can only be inactivated or edited.
21. Once you have finished, click SAVE.
22. A confirmation message tells you that it has been successfully saved.
23. Your new monitor will show on the list of Active monitors on the left hand side under Existing Monitors.
If you exit without selecting check mark you will lose all associated work and have to redo your event monitor.
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