BigChange has introduced additional alerts to notify users when changes occur in specific areas. This article provides an overview of these alerts and how they function.
New Alert Areas
- Contact
- Note
- Sales opportunity
- Stock item
- Contract
- Job updates/cancellations
- Financial documents
- Absences
Understanding Alerts
When a change is made to any of the items listed above, all users who have previously accessed that item will receive a notification. This ensures that everyone involved is aware of the latest updates.
Re-opening Items
To view the changes made to an item, users can simply select the "Re-open" option. This allows them to load and review the modifications.
Configuring Alerts
Alerts can be tailored to show specific changes, particularly for absence requests. To ensure the alert reaches the right individuals, remember to add "Email of Resource causing the alert" in the "Send to" field.
Conclusion
The new alerts in BigChange enhance communication and ensure all users are informed of changes in key areas. By configuring alerts appropriately, users can stay updated and maintain efficient workflows.
Below, you will be able to find out when each of the alerts triggers.
| WHO | ALERT | WHEN IS THE ALERT TRIGGERED |
| RESOURCE | Stops |
Immediately (After expected time is achieved, slight delay possible for accuracy) |
| Idles | Immediately | |
| Leaves | Immediately (After expected time is achieved, slight delay possible for accuracy) | |
| Stays | Immediately | |
| Drives | Immediately | |
| Drives (X) percent over the speed limit | Immediately | |
| Drives (X) mph over the speed limit | Immediately | |
| Drives at (X) mph or over | Immediately | |
| Stays without job (select a status) | Immediately (After expected time is achieved, slight delay possible for accuracy) | |
| Drives without (Timesheet/Vehicle check) in the past (X) hours | Immediately | |
| Replies an answer at right in worksheet (Select a worksheet) to (Select question) | Immediately | |
| Sends me a message | Immediately | |
| Works more than (X) hours within (select a period) | Immediately | |
| Has a skill expiring | Interval (Every 6 hours) | |
| Has an absence (select a status | Immediately | |
| Signs a timesheet | Immediately | |
| Reports a ticksheet defect of severity (select a severity) | Immediately | |
| Reports a defect of severity (select a severity) in answer to question (select a question) | Immediately | |
| Completes a vehicle check of a duration (longer than/shorter than | Immediately | |
| Has an expense (select a status) | Immediately | |
| VEHICLE | Stops | Immediately (After expected time is achieved, slight delay possible for accuracy) |
| Idles | Immediately | |
| Leaves | Immediately | |
| Stays | Immediately (After expected time is achieved, slight delay possible for accuracy) | |
| Drives | Immediately | |
| Drives (X) percent over the speed limit | Immediately | |
| Drives (X) mph over the speed limit | Immediately | |
| Drives at (X) mph or over | Immediately | |
| Stays without job (select a status) | Immediately (After expected time is achieved, slight delay possible for accuracy) | |
| Leaves, leaving less than (X) vehicles behind | Immediately | |
| Drives with no linked resource | Immediately | |
| Has a maintenance activity: (select an activity) expiring | Interval (Every 6 hours) | |
| Has its tracking device unplugged | Immediately | |
| Has a defect of severity (select a severity) reported in answer to question (select a question) | Immediately | |
| Has a defect of severity (select a severity) owned by (select a web user) of status (select a status) | Interval (Every hour) | |
| Has a defect of severity (select a severity) owned by (select a web user) due | Interval (Every hour) | |
| Has an odometer reading above (X) mi | Immediately | |
| Has (select stock) within (X)% of its reorder level | Interval (Every hour) | |
| Has (select stock) fall below (X) items of its reorder level | Interval (Every hour) | |
| Has (select stock) reach its reorder level | Interval (Every hour) | |
| WEB USER | Has a note (select a note) expiring | Interval (Every hour) |
| Has a note (select a note) for which the status becomes (select a status) | Immediately | |
| Has an invoice (select a doc) with a payment | Interval (Every hour) | |
| Has a financial document (select a doc) in status (select a status) | Interval (Every hour) | |
| Has a quote (select a doc) that is going to expire -> | Interval (Every hour) | |
| Creates an invoice (select a doc) causing the contact to reach (X)% of their credit limit | Immediately | |
| Has a sales opportunity (select a sales opportunity) | Interval (Every 6 hours) | |
| Has a sales opportunity (select a sales opportunity) for which the stage changes to (Select stage) | Immediately | |
| Is mentioned in a note (select a note | Immediately | |
| Adds a flag for the entity (select an entity) (select a flag) | Immediately | |
| Has an existing flag for the entity (select an entity) (select a flag) | Interval (Every 24 hours) | |
| JOB | Has its status changed to (select a status) | Immediately |
| Has its client status changed to (select a status) | Immediately | |
| Is scheduled to start in (X) hours. If job is rescheduled (select an option) | Immediately | |
| Is unscheduled and due to start in (X) hours | Interval (Every 15 minutes) | |
| Has its resource reassigned to (select a resource) | Immediately | |
| CONTACT | Has (select stock) within (X)% of its reorder level | Interval (Every hour) |
| Has (select stock) fall below (X) items of its reorder level | Interval (Every hour) | |
| Has (select stock) reach its reorder level | Interval (Every hour) |
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