How To Receive Notifications And Managing Occurrence On Web

Receiving Notifications And Managing Occurrence On Web

Receiving Notifications and Managing Occurrence On Web

Bell Icon > Pending Activities 

 

After creating utility through the application, the assigned person will get the notification and can capture the consumption and close the utility after recording the reading. 


 

 

The Pending Activities page helps user to manage usage-based activities as well. The below page appears when the user clicks on the Pending Activities: 


 


The user can filter the Utility based on Date, Activity Type (Utility for Usage Consumption), Assignee, Location, Status (Overdue, Today and Planned) and through Search field (+ button to be more specific). 


 

 

FILTER NAME 

DESCRIPTION 

Date 

Mention the date range and specific date for filtering out 

User Group 

Group of users to whom the Activity is assigned (For Activity/Ticket only) 

Assignee 

List of users will show up to whom the task is assigned 

Status of Activity 

View the activity status as mentioned below: 

1) Today- User can view the utility activity assigned for present period. 

 

2) Overdue- If the user did not perform any action on the assigned utility within assigned date, it will be reflected as overdue. 

 

3) Planned- User can view all utility activity assigned for future. 

 

Location 

User can filter out Activity Type according to Location 

Activity Type 

User can filter out the Activity Type i.e. utility, preventive maintenance etc. 

 


To View and Update a Utility (select the utility), user is required to click on the Utility. The pop-up window appears. In all the cases i.e. View/Update/Capture Meter Readings, the same pop-up window opens up. 

Only the assigned user can update the Utility. User can update only fields enabled for editing like AssigneeUpload Filesemail CC, Remarks and Readings and click on Save button. 


 

 

The Utility pop-up can be divided into three sections. The first represents the basic details. 


 

 

FIELD NAME 

DESCRIPTION 

Asset Name 

Name of the asset linked to utility, if any 

Assignee User 

 To whom monitoring is assigned. User can assign the activity to another user while updating 

Activity Type 

Type of activity associated (Utility) 

Asset Location 

Find the Location for the given Asset 

Due Date 

Date by which usage has to be monitored 

Next Due 

Next Date on which recording has to be done. Once the user saves the reading, the monitoring is closed for next due date 

Description 

Description about the utility 

Files 

Any files uploaded while adding the utility are displayed here 

Upload Files 

User can upload single/multiple files like pdf, image etc. while updating a Utility 

Remarks 

Any remark added for the activity will be displayed. User can update the remark as well 

 

 

User can capture the meter reading in the section given below: 


 

 

FIELD NAME 

DESCRIPTION 

Meter Type 

Meter Type denotes the type of utility to be monitored 

Recording Time 

Time of recording  

Reading 

Recorded value of the given meter 

Additional Units 

If the user has allowed Additional Units, the column to add additional units is added in the section 

 


The last section displays Warning Details; the warning notification is sent to the concerned users when the Reading is above the budgeted amount. 

 


FIELD NAME 

DESCRIPTION 

Warning Name  

Name of warning depending upon the set value while creating a utility 

Meter Type 

Meter Type denotes the type of utility to be monitored 

Budgeted 

The reading set for warning becomes the budget by default 

Report Based 

Report to be generated on the basis of (Unit/Amount) 

Warning User 

Name of Users to whom warning notification has to be sent 

 

 

Closing A Utility

 

 

When user wants to close a utility after completion of monitoring, the concerned user receives a notification mail to close the utility on the End Date. 

 

 


Filter the utility to be closed. User can simply check the Mark as Done check box on the Utility view/update pop-up. 

 

 

When user marks the utility as closed, then assignee and the warning-notified users will get the notification of completion of the utility through email. 


    • Related Articles

    • Manage Notifications

      Manage Notifications  Menu > Advanced Settings > Manage Notifications        Users can manage notifications that they receive through the Application. There are three types of notification which can be controlled through this window.  Users can ...
    • Receiving Notifications And Managing Occurrence On Mobile App

      Receiving Notifications And Managing Occurrence On Mobile App Bell Icon > Pending Activities     After creating the utility from the application, the user can manage the utility by easily putting the reading through the mobile App.       ...
    • Managing Receive Goods Notification (GRN)

      Creating Receive Goods Notification (GRN)  Menu > Help Desk > Receive Goods    Once the order is confirmed, Purchase Order is sent by the customer to the vendor. A Delivery Note is issued by the vendor along with the dispatch of the required ...
    • Managing Tickets

      Managing Tickets Bell Icon > Pending Tickets Home Page > Manage Tickets   After raising the ticket for an issue, the assignee gets the notification for the given problem. If in future the user wants to update or close the ticket, they can perform the ...
    • Manage Workflows

      Manage Workflows Menu > Advanced Settings > Manage Workflows    If a user wants to automate the working process in the organization through which all the work in organization can work through a proper planned channel, they have to prepare a ...