SummitAI Service Management Help
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You can configure and modify the SR E-mail Notifications. Based on the configuration, if a user who belongs to a configured Location,Customer, and Subcustomer logs an SR with the configured Status and Priority, the configured other personals and User Type user are notified.
To configure SR E-mail Notifications:
- Select Request>Configuration>Others>E-mail Notification.
- On the E-MAIL NOTIFICATION page, click ADD NEW on the ACTIONS panel.
- Select the Tenant, Workgroup, Location, Customer, Subcustomer and other required details. For more information about the fields on the E-MAIL NOTIFICATION page see, Field Description.
- Click SUBMIT. A new E-mail Notification is configured.
Figure: E-MAIL NOTIFICATION page
Anchor Field Description Field Description
Field Description
| Field Description | |
| Field Description |
The following table describes the fields on the E-MAIL NOTIFICATION page:
Fields | Description |
|---|---|
DETAILS | |
Workgroup | Select the Workgroup from the list. An e-mail notification is sent to all the configured recipients if the any members of the selected workgroup logs an SR. |
Location | Select the Location from the list. An e-mail notification is sent to all the configured recipients if the any members of the selected location logs an SR. |
Customer | Select the customer from the list. An e-mail notification is sent to all the configured recipients if the any members of the selected customer logs an SR. |
Include Subcustomer | If this check box is selected, the configured recipients are notified when a user who belongs to the respective subcustomer logs an SR. |
Active | Indicates the status set for the E-mail configuration.
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Active | If selected the respective set of configuration for Priority, Status, User Type and other E-mail id become active.
If not selected the respective set of configuration becomes inactive. |
Status | Select a required status. If this status meets with the status of the newly created SR, an e-mail notification is sent to the specified recipients. |
Priority | Select a required priority. If this priority meets with priority of the newly created SR, an e-mail notification is sent to the specified recipients. |
User Type | Select the check box to send the e-mail notification about the SR update to specific User Types. If the selected user type logs an SR, then the selected User Type along with the recipients specified under Other E-mail ID field gets notified through e-mail. |
Other E-mail ID | Specify the e-mail ids of the other personals. The incident update e-mail notification is sent to the other personnel's e-mail id configured here. |
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the E-MAIL NOTIFICATION page.
SHOW LIST
Click SHOW LIST to display the LIST table showing all the E-mail Notifications configured in the SummitAI application for the selected Tenant.
Figure: E-MAIL NOTIFICATION page: List of E-mail Notifications
- To edit an E-mail Notification, click the Workgroup Name. Make appropriate changes and click SUBMIT.
- To display the inactive E-mail Notifications, click the Include Inactive check box.
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When the configured E-mail Notifications are displayed under the LIST table, the button ADD NEW and IMPORT are displayed on the ACTIONS panel.
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