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Pro Dispatcher vs. Basic Dispatcher
Pro Dispatcher vs. Basic Dispatcher
CustomerSuccess Team avatar
Written by CustomerSuccess Team
Updated over a week ago

The Dispatcher module is the module with which we will be able to generate customized notifications of several events in different modules.

Basic Dispatcher

With the Basic dispatcher two rules are automatically activated:

  • Notify users with administrator profile about new requests.

  • Notify managers when a TO is assigned to them.

Pro Dispatcher

Enables a series of functionalities within the dispatcher module, so that the user can customize one or several automatic notifications following some rules with conditions.

Note: To observe this functionality, you must enter directly into the dispatcher module, when creating a new rule, the different modules, sub-modules and events will be displayed.

How to create a rule?

To enter the module and create rules you will enter the main menu that you have in the upper left side.

From the main menu, go to the dispatcher module:

Click on the plus symbol at the bottom right to create a new rule:

It will direct us to the first of three tabs that we will be able to configure for the rule and once there we will select the "Module", "Submodule" and "Event" that we will use for our rule.

There are different modules with submodules, and events which are shown below:

Assets - Locations

Assetss - Equipment

Warehouses - Entries

Warehouses - Purchase orders

Warehouses - outgoings

Warehouses - stock

Warehouses - material requisitions

Settings - Document management

Monitoring - meters

Work requests - my work requests

Work management- work orders

Work management - work queues

Work management - Budgets

Teams - Programming agenda

Putchase requests- My requests

Once we have the event to generate, we will put in "Description" the name of the rule to identify it in the main list of created rules, we will click on the save icon that appears in the upper right part and finally back with the icon on the left.

Now we will go to the "Conditions" tab and there we can create specific conditions that the event should agree to be activated, conditions such as asset locations equal or different to any specified, asset codes that contain some data or are equal to the condition, asset types, priorities etc.; different conditions can be created and depending on the window there will be some that have more or less conditions.

Finally in the third tab we have the action, in this option we configure what the rule will do in this event when it is activated, mainly we will have the option to send the notification via email to a specific address or to a group of people among others depending on the event.

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