Configuring Notifications and Templates

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Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment
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Administrators

Configuring Asset Management Module

Configuring Asset Category Using Form Builder

Configuring My Asset List Page

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Asset Masters

Configuring Location And Store

Configuring Asset Purpose

Configuring Action Attribute

Configuring Fault Type

Configuring Solution Type

Configuring Notifications and Templates

Configuring Allocation Form Template

Configuring Key Field Mapping

Configuring Data Templates

Configuring Field Display Order on Fixed Asset List Page

Software

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Configuring Custom Hardware Variance

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Configuring Asset Application Settings

Configuring Asset Movement

Configuring Asset Alerts

Configuring Store Threshold

Configuring Asset Scan Domain List

Configuring Local Password Management

Configuring E-mail Notifications

Configuring Asset Integration Details

Configuring Additional Discovery

Scheduling Asset Physical Verification

Configuring Product Price

Adding Software Deployment Profile

Approval Matrix

Configuring Approval Matrix

Configuring Approver Role

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Configuring Deactivation Approval Matrix

Configuring Approver

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SUMMIT Software Center

You can configure the E-mail Notifications, Bar code Templates, and other Templates. You can configure the E-mail Notification details, such as From Name, From E-mail ID, and so on. You can configure Bar code details for the selected Category.

To configure Notifications and Templates:

  1. Select Asset > Configuration > Asset Masters > Notifications and Templates.
  2. On the NOTIFICATIONS AND TEMPLATES page, you can configure the E-mail Notifications under the EMAIL NOTIFICATION tab, Bar code Templates under the BARCODE TEMPLATE tab, and you can edit or update a Template under the EDIT/ UPDATE TEMPLATE tab. For more information about the fields on the NOTIFICATIONS AND TEMPLATES page see, Field Description.
  3. Click SUBMIT. The Notifications and Templates are configured.

    NOTIFICATIONS AND TEMPLATES page
    Figure: NOTIFICATIONS AND TEMPLATES page

Field Description

 E-MAIL NOTIFICATION

Under the EMAIL NOTIFICATION tab, you can specify details, such as Tenant, From Name, From Email ID, and so on.

E-MAIL NOTIFICATION tab
Figure:  E-MAIL NOTIFICATION tab

The following table describes the fields under the EMAIL NOTIFICATION tab:

Fields

Description

Tenant

Select the Tenant from the list.

From Name

Specify the From Name to send the E-mail Notifications.

From Email ID

Specify the From E-mail address to send the E-mail Notifications.

Active

Indicates the status set for Tenant configuration.

  • If selected, the E-mail Notification becomes active.
  • If not selected, the  E-mail Notification becomes inactive. To view the list of inactive E-mail Notifications, you must select the Include Inactive check box.

Email Notification

Click the From Name hyperlink to modify the respective e-mail notification details.

 BARCODE TEMPLATE

Under the BARCODE TEMPLATE tab, you can configure Barcode Template details for a Category.

BARCODE TEMPLATE tab
Figure:  BARCODE TEMPLATE tab

The following table describes the fields under the BARCODE TEMPLATE tab:

Fields

Description

Tenant

Select the Tenant from the drop-down list.

Category

Select the Category from the drop-down list.

Store

Select the Store from the drop-down list.

Default Template

Select the default Barcode template from the drop-down list.

Space Between Barcode Label

Specify the maximum distance between two Barcode labels in pixels unit.

No. of Label Per Row

Specify the number of Barcode labels that can be contained in a row.

Space Before Right Label

Specify the space that should be kept before the right Barcode label in pixels unit.

Barcode Type

Select the Barcode type from the drop-down list. If you select QR Code, the QR Code Size field is displayed.

QR Code Size

Specify the size of the QR code in pixels unit.

Barcode Text

Type in the text that should appear in the Barcode.

Printer Label Settings

Type in the Printer Settings for the Barcode label. Based on these settings, the appearance of the Barcode label is displayed on the PRINT BARCODE pop-up page. For more information about printing the Barcode, see Printing Asset Barcode. You can edit the settings to get the Barcode appearance as you prefer.

Active

Select the Active check box to specify the Barcode Template as active. If it is not selected, the specified Barcode Template is inactive and is not enabled for an Asset.

Phrases

Displays the phrases and description.

Show HTML

Click the Show HTML hyperlink to view the HTML format for the specified text in the bar code template designer. You can view the specified text by clicking the Show Editor hyper link.

Barcode Template Details

Displays the list of configured barcode template details. Click the Category Name hyperlink to modify the respective bar code details.

 EDIT/ UPDATE TEMPLATE

Under the EDIT/ UPDATE TEMPLATE tab, you can provide view and edit access for the fields on the UPDATE ASSET page.


Figure:  EDIT/ UPDATE TEMPLATE Tab

The following table describes the fields under the EDIT/ UPDATE TEMPLATE tab:

Fields

Description

Template Name

Select the Template name from the list. Select Add New option from the list box to create a new Template. Type in the Template name in the text box.

Tenant

Select the Tenant from the list.

Category

Select the Category from the list.

Active

Indicates the status set for the Template.

  • If selected, the Template is enabled to display in the Template Name list.
  • If not selected, the Template will be a inactive.

Fixed Fields

Displays the fixed fields displayed on the UPDATE ASSET page. Select the check box corresponding to the field to provide edit access for the field. Select the Editable check box to provide edit access to all the fixed fields.

Dynamic Attribute Fields

Displays the dynamic attribute fields on the UPDATE ASSET page. Select the check box corresponding to the field to provide edit access for the field. Select the Editable check box to provide edit access to all the fixed fields.

Role Template Details

The configured Role Templates are listed in this section. Click the Template Name hyperlink to edit the Role Template.