Follow

Business Rules and Notifications

Would you like to automate certain steps within your field service process? Of course you would! That’s why Coresystems Cloud has implemented a “Rule Engine” for creating automated actions that can be triggered when specific events have occurred.

For example, you could create a business rule that reacts to incoming or scheduled events in the Coresystems Cloud and results in actions such as:

  1. Automatically sending an SMS notification (or Email) to a technician once a service assignment has been released
  2. Attaching a specific checklist report to an activity as soon as the checklist has been closed
  3. Sending an alert to a manager when certain items are out of stock

 

How do I access the business rules & notifications

  1. Go to either
    1. us.coresuite.com/admin
    2. or eu.coresuite.com/admin
  2. Sign-in with your cloud-account (the same as store.coresuite.com) and password




  3. Under account-ID or name, look for the cloud account that you would like to use to create/edit the business rules




  4. Select the desired cloud account
  5. Select the company for which you would like to create/edit the business rules




  6. Select “Business Rules & Notifications”




  7. Now you have reached the place, where you can create, enable, disable, download, upload and delete business rules. There are 5 sample business rules that you can activate and test before creating your own rule.

    Please note that for sending SMS, costs additional costs will incur.




  8. For more information on how to create and edit a business rules, please access the following documentation: http://docs.coresystems.net/admin/business-rules-notifications.html#wow4
Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

0 Comments

Article is closed for comments.