This Event templates consists of two events.
The first event will create a notification to the preselected “preferred technician” on a equipment, when a Service order is created for the yearly maintenance for the equipment.
The second event will send a reminder email to the participants of the order a few days before the start, informing them that the work is expected. If the work is not completed by the end of the day, a message will be sent to both the technician and the coordinator (responsible) for the order.
The two events in the Event template.
Details of the first Event of type “On order creation”, that will generate an email automatically.
Customize the subject and body text of the automatic email. Insert default texts from the Order. Define the distribution list - in this case, only the Main Participant when the order is created.
The second event is of type "Relative to previous event" and consists of two actions. One action on warning, and one that is activated only if the order is delayed and not done before the deadline.
Each action has its own email template and distribution list.
Example where dynamic text from order is inserted.