Alert listing all model records on active contracts that are missing the instructions on getting a meter read.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert will send a list of all model records on contract that are missing the meter read instructions on the model record. The meter instructions on the model record are included when sending automated meter read requests out, if the contact record has the option checked to include the meter read instructions. Having these instructions sent to your customer can reduce the number of questions coming into your office regarding how to obtain a meter read. Also, having these instructions on the model record allows internal staff to easily access the instructions if questions do come in.
Run Schedule: Monday mornings
Type of Output: Email
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Sample
Sample
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Variables
Variables
This alert has no variables.
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Alert Functionality
Alert Functionality
1. For a model record to be considered by this alert, both Metered and Host options must be selected:
2. On the meters tab, the section for Meter Instructions needs to be blank:
**The alert is NOT checking the accuracy of the included instructions, only that there is some text in this section of the model record.**
3. There is at least one equipment record on an active contract for the model.
4. The models will repeat on the alert every week until the instructions are added.
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Best Practices & Tips
Best Practices & Tips
1. The recommended best practice is to include the meter read instructions whenever you are creating a new model record in e-automate.
2. For a meter contact to receive the instructions as part of an automated meter request, the option to 'Include meter instructions in auto meter requests' checked:
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Related Alerts
Related Alerts
ID168 - New Model Created
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