You can configure the SMS Notification settings for a user (subscriber) using the SMS services to perform various actions in the SUMMIT application. You can specify a message template for each stage and for each member to receive the SMS. Based on the settings the user, assigned Analyst, assigned Workgroup, and Workgroup owner receive the SMS.
On the SMS NOTIFICATION page, click ADD NEW on the ACTIONS panel.
Select the Tenant, Workgroup, Location, and Customer and type in the other required SMS Subscriber details. For more information about the fields on the SMS NOTIFICATION page see, Field Description.
Click SUBMIT. The New SMS Notification details are configured.
Figure: SMS NOTIFICATION page
Field Description
The following table describes the fields on the SMS NOTIFICATION page:
Field
Description
DETAILS
Workgroup
Select the Workgroup from the list.
Location
Select the Location from the list.
Customer
Select the customer from the list.
Message expiry time (in mins)
Specify the message expiry time in minutes. The message will be retained in the messaging system to send until the specified message expiry time.
Include Sub-Customer
If this check box is selected, the configured recipients receives an SMS update if any user who belongs to the respective sub-customer logs an Incident.
CONDITION
You can set the condition for SMS notification using the following:
Status
Select at what status an SMS update must be sent to the specified recipients.
Priority
Select the Priority for which SMS update should be sent to the specified recipients.
User Type
Select the check box to send the SMS update about the Incident to specific User Types. Select the User Type from the list.
NOTIFICATION
You can specify the SMS notification requirements using the following options:
Recipients
You can select the recipient that you want to send notification. The following recipients options are available:
End User
Assigned Workgroup
User
Custom SMS Numbers
End User
Select the check box to send the SMS update about the IM to the End User. Specify the message content to the End User that you need to send in the text box under Message Content.
Assigned Workgroup
Select the check box to send the SMS update about the IM to the Assigned Workgroup. Specify the message content for the selected Workgroup that you need to send in the text box under Message Content.
Assigned Workgroup is categorized with 4 checkboxes as following user groups in the Recipients column of the SMS Notification page:
Workgroup Owner
Additional Workgroup Owner
Assigned Analyst
All Analysts
When the Administrator selects any of the checkboxes, the corresponding ‘Message Content’ text area is reflected dynamically.
In case, if the SMS Notification is configured with Assigned Workgroup checkbox in selected state, it is mapped to ‘All Analysts’ checkbox by default after upgrading.
User
This option helps you to add multiple users who are registered in SummitAI. After user selection the following color indicates:
Green: The mobile number is configured in the system.
Red: The mobile number is not configured in the system.
Custom SMS Numbers
This option helps you to send SMSs with the configured content to custom mobile numbers which are basically not part of the SummitAI application.
Message Content
Provides the ability to send customized message to the recipients.
Note: The default messages reflect once the checkbox is selected.
Active
Indicates the status set for the SMS configuration.
If selected, the SMS configuration is active.
If not selected, the SMS configuration is inactive.
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the SMS NOTIFICATION page.
SHOW LIST
Click SHOW LIST to display the LIST table showing all the SMS Notifications configured in the SUMMIT application for the selected Tenant.
Figure: SMS NOTIFICATION page: List of SMS Notifications
To edit a SMS Notification, click the Workgroup Name. Make appropriate changes and click SUBMIT.
Note:
When the SMS Notifications are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new SMS Notification.
MESSAGE TEMPLATE PHRASES
Click MESSAGE TEMPLATE PHRASES to view the Phrases used in the SMS Notifications and its description. The terms in the Phrase column are the attributes used in the SMS Template and its value is the value specified in the Description field. For example, the term *CALLID* is replaced by the Incident ID in the SMS Template.