How do I add a user to a call tree or notification list?

Answer

Who receives notifications (e.g., sensor alert notifications, checklist reminders, checklist notifications, or reports) is determined by their Job Role:

• For sensor alert notifications, If the Job Role from their user profile is included as one of the ones selected for an alert notification, they will automatically be included in the call tree and/or SMS/Email notification list.
• For checklist reminders, if the Job Role from their user profile is included in one of the reminders, they will automatically be included in the SMS/Email notification list.
• For checklist completion notifications, if the Job Role from their user profile is one of the ones selected for the notification, they will automatically be included in the SMS/Email notification list.

To make sure they are receiving the notifications you want them to receive, carry out one of the following:

For Sensor Alert Notifications

• If you want to keep their current Job Role but it is not included on the notification list for a sensor, edit the Device Template for the sensor and include their Job Role as being one of the ones included in the notification. See either of the following in Managing Device Templates:
  • Managing Temperature Alert Notifications
  • Managing Inactive Alert Notifications

  If the Device Template is inherited from a parent, you will need to copy the template, modify the Alert Notifications to include the Job Role (see Managing Device Templates: Copying a Device Template).

• If you want to change their Job Role to one that is used on the Device Template of the sensor, you can edit their User Profile and choose a different Job Role (see Managing User Accounts: Updating a User Account).

  Keep in mind that, if their current Job Role results in them being included on some notification lists, they will be removed from those lists when you change their role unless their new Job Role is also included on those notification lists.

For Checklist Reminders

• If you want to keep their current Job Role but it is not included on one of the Reminders for a Checklist, edit each Interval for the checklist and add a Reminder that includes their role (see Working with List Intervals, Reminders, and Notifications: To add a reminder to a list interval).
• If you want to change their Job Role to one that is used on the Reminder of the Checklist Interval, you can edit their User Profile and choose a different Job Role (see Managing User Accounts: Updating a User Account).
  • Keep in mind that, if their current Job Role results in them being included on some reminder lists, they will be removed from those lists when you change their role unless their new Job Role is also included on those reminder lists.

For Checklist Completion Notifications

• If you want to keep their current Job Role but it is not included on the Completion Notification list for a Checklist Interval, edit the Completion Notification for the Checklist Interval and include their Job Role as being one of the ones included in the notification (see Working with List Intervals, Reminders, and Notifications: To modify the completion notification for a list interval).
• If you want to change their Job Role to one that is used on the Completion Notification list for the Checklist Interval, you can edit their User Profile and choose a different Job Role (see Managing User Accounts: Updating a User Account).
  • Keep in mind that, if their current Job Role results in them being included on some notification lists, they will be removed from those lists when you change their role unless their new Job Role is also included on those notification lists.