Email Notification Email Notification l Allows you to

Email Notification

Email Notification l Allows you to monitor specific events in patt. l You create “rules” for the events you want. l l A rule is a type of search run in the patt database. Notification emails to you are triggered by patt events. – The events must match your rule criteria.

Example Events – – – A new project is entered for Shell in Asia Pacific A Plant. Web Project is entered for the NA-Gulf Region A $200 K project is won in Pulp & Paper in Canada Funnel Position on Valves in Project #37806 changes Any change to Pressure Page on Project ID #33759

Email Notification l l l patt searches for rule matches once per day. Regardless of how many of your rules match, patt sends single email to you. Results are grouped by rules. • Projects satisfied by each rule are listed below rule. l The listed matches are active links to Project, Purchaser, and Product pages.

Email Notification Example

Links to Pages l l Click a link in the email to go to that page. If you’re not already logged in, you’ll first go to the Process. World login page. Log in and click the patt logo. Then you’ll be taken to the page. – On most pages, you can click the View History button to see event details. l If you have more than one alert, save time and don’t log out until you’ve checked them all.

Creating Notification Rules 1. Go to the patt Home Page. 2. Select the Utilities tab.

Creating Notification Rules 3. Select Email Notifications.

Creating Notification Rules – If you already have rules set up, they will be listed. 4. Click Add Rule.

Required Fields Rule Name - must be unique. Event - Select an action to monitor. Search Criteria - Field, Operator, Value, & Criteria Type parameters

Search Values l Field Criteria – An actual field in the database from either a Project, Purchaser, or Product page. l Search Criteria – Various filters that let you zero in on the target. – Operator options vary depending on the Field. – Multiple values are allowed.

Creating Notification Rules

Line Add-ons l l You can also enter multiple criteria on the same line. These are treated as an OR filter.

Mixing Criteria Type and Add-ons patt reads the example above as: Purchaser name starts with “shell” AND the project is in Texas OR Purchaser name starts with “shell” AND the project is in Louisiana OR Purchaser name starts with “shell AND the project is in Oklahoma

Email Notification Tip l When creating rules, remember this pattern: “Notify me when (Event) where (Criteria) is TRUE”. – Example: A new project for Shell is created in NA and is greater than $200 K. – The pattern reads: ”Notify me when (new project is entered) where (End User = Shell, value > $200 K, world area = North America).

AND versus OR End User in Texas AND Purchaser in Texas End User in Texas Purchaser in Texas AND = Narrow Results (yellow area only) End User in Texas OR Purchaser in Texas End User in Texas Purchaser in Texas OR = Wide Results (all of both types)

Removing Search Criteria 1. Go to the patt Home Page. 2. Click the Utilities tab. 3. Select Email Notifications.

Removing Search Criteria 4. Click the Rule to be edited. 5. Under Search Criteria: Select the criteria to be removed. 6. Click Remove at the top of the rule Criteria box.

Deleting A Notification Rule 1. Go to the patt Home Page. 2. Click the Utilities tab. 3. Select Email Notifications.

Deleting A Notification Rule 4. Click the Rule to be deleted. 5. Click Remove this rule…

Deleting A Notification Rule 6. Click Yes to confirm you want the rule deleted.