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ID137 - Notify Technician via Email when Call Dispatched and Meter Readings Needed at Customer Location Overview & Sample:

This is designed to let your technician know when a call they are dispatched to has additional equipment (at that customer location) missing meters.

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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts

 

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Overview

Overview

It appears to be standard practice to set the meter contact on equipment to indicate equipment that should be monitored by one of the meter collection systems (FMAudit, PrintFleet, etc) and use a setup contact called FMAudit, for example. Some dealers handle the non-reporting auto collection equipment with a different process, and they want this particular event to report only equipment missing meters that are not audited by one of the meter capture solutions. If that's the case, enter the Name of the meter contact you are assigning to all your auto-capture monitored equipment.

You can choose customers to exclude from this alert by assigning the custom property (used in Variable X) and setting it to 'Exclude'. This functionality is NOT supported on version 20141017.

This alert looks for the next overage date and checks if there is a valid billable meter within your set tolerance range. If not, then it will trigger.

 

Run Schedule: Every 15 minutes 

Type of Output: Email

 

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Sample

Sample

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Variables

Variables

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Variable W: Meter Contact - Meter contact name on Equipment not to be included.

Variable X: Custom Property - Custom property assigned to Customers to be excluded from the alert. This option is not available on version 20141017.

 

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Alert Functionality

Alert Functionality

1. The alert won't trigger for technicians who are assisting on the service call.

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2. The call has to be in the Dispatched status to trigger the alert.

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3. The alert logic checks for equipment at the location that is missing meter reads and sends the list to the technician.

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Best Practices & Tips

Best Practices & Tips

1. The custom property to exclude customers from this alert has a bug in the current version. Please email help@ceojuice.com to have a fix applied if you would like to use the custom property.

Custom Property Set Up

Custom Property Set Up

Attribute name = ZCJExcludeCustomerID137

Description = Exclude Customer from ID137

Data type = Yes/No

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Related Alerts

Related Alerts

None at this time.

 

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