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ID566 - Equipment in Specified Status Longer than X Days Overview & Sample:

Notifies of Equipment Record in Status Longer than Expected

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

 

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Overview

Overview

This alert is designed to remind you that you've left equipment on a specialty status (for instance, Loaner or Demo ) for longer than Variable X days. It will advise of equipment in place for too long without adding to a contract or being pulled when the original equipment is repaired. If you have Equipment Custom Properties containing info you'd like to show on the alert output, please specify their names in VarY, VarZ, and Var1. 

ID566 is the main alert; clone available is ID673. 

Run Schedule:  Monday Mornings

Type of Output: Email

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Sample

Sample

ID566_sample.png

 

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Variables

Variables

ID566Variables.PNG

Variable W: Enter Status(es) to be monitored (separated by comma)

Status.png

Variable X: Enter # of days in status after which to trigger

Variable 2: Include equipment records listed as accessories? Enter Yes to trigger on these records and No to not trigger for any model that is an accessory.

accessory.png

Variable Y: Enter Custom Property 1 name to show contents of, or leave blank for none

Variable Z: Enter Custom Property 2 name to show contents of, or leave blank for none

Variable 1: Enter Custom Property 3 name to show contents of, or leave blank for none

CustomPropEquip.png

Variable 2: Enter Branch Number(s) to trigger on, separated by a comma, or leave blank for ALL

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Alert Functionality

Alert Functionality

1. Reviews Equipment Records for status code(s) you list in Variable W, and if the device has been set with that status for more than Variable X days, will report on the email until the status is changed.

2. Email can show contents of up to three Custom Properties you choose by listing the name of the Custom Property in Variables Y, Z, and 1:

CustomPropEquip.png

3. Requires that you have your equipment history tracking configuration turned on to record Status Changes to the equipment history log. This is found under Tools / Options / Equipment:

EquipTracking.png

4. If Variable 2 is set to Yes or Blank, the alert will trigger for any equipment models where the accessory option is checked. If Variable 2 is set to No, the alert will not trigger for any equipment models where the accessory option is checked:

566_AccessoryOption.png

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Best Practices & Tips

Best Practices & Tips

1. Status (and condition) found on Equipment Record /History tab:

EquipStatus.png

 

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Related Alerts

Related Alerts

ID673 - Clone of ID566

ID684 - Equipment in Specified Condition Longer than X Days

 

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