Notify Messages


Mobility -> Notify Messages


Notify messages allow you to send either pre-defined or 'on-the-fly' text (SMS) or Email messages directly from within Freeway. In addition to this, each type of message can be configured to send GPS cor-ordinates onto the recipient of that message. This enables the recipient to click on a GPS link within the message to display via google maps the location of where that Freeway user is at the time the message was created.


This can be useful if for example that user is stuck in traffic, they can easily notify a recipient they are 5 or so mins away from site.


There are two types of Notification Messages available within Freeway.

  1. Outside of a specific Datasheet: The Notify message is initiated by the Freeway user by selecting the Notify button either on the main Freeway screen or by selecting 'Notify' from the Hamburger button.   


  1. From within a Datasheet: The idea of this is to define formal “Control Points” during a process when completing a Freeway Datasheet. This allows the user to send a Freeway Notification (Txt or Email) from specific point(s) within a Datasheet. An example of this could be when the customer requires a notification from the Tech they are on their way to the job after already opening the Datasheet to record Travel Time. This could also be used to force the Freeway user to send a Txt or email when a specific point of the Datasheet has been reached. This approach also allows the message to be stored within the Datasheet, thereby retaining a record of these communications at defined control points within the process. Multiple Notify “Control Points” maybe defined within a Style Template. 

Prerequisite:

Before you can specify a Notify Message and link it to a Notify Group, that Group must already Exist. Go to Mobility -> Settings -> Notify Groups to create a Group. A Group can be marked as Mandatory. This forces the user to initiate a Notify Message at that point within the Datasheet.


Entry and Display fields

The screen allows you to create a “Notify Message”.The Notify Messages screen includes a “Notify Level” including an option called ‘Notify Group’. The Notify Group is then defined in the “Level Name” field.  A Style Template Type field called “NOTIFY” allows you to link the “Notify Group Name” to the Template line Option.


Notify Level: Select one of the options:

    • All Employees
    • Specific Employee ("Specific Employee" means only the employee specified in the next column can select & send this Notify Message)
    • Internal Employees (ie: The Mobility User must have an Employee Style of Internal)
    • B2B Employees (ie: The Mobility User must have an Employee Style of Mobility B2B)
    • Subcontractors (ie: The Mobility User must have an Employee Style of Mobility SubContractor)
    • Notify Group (must already be defined)

.

Level Name: This lookup is only applicable if the Notify Level is "Specific Employee" or "Notify Group".

Sequence No.: Enter a number so message appear to the Freeway user in a specific sequence.

Notify Caption : Enter a standard notify message here (maximum 100 characters). This message can be modified by the sender just before sending (if required).

Notification Method : This is either "None", or "Email", or "Text Message".

Who to Notify : Select one of the following:

    • All Employees
    • Mobility Team
    • Specific Employee
    • Notify Employee
    • Job Contact
    • Customer Contact
    • Salesperson
    • Buyer
    • Specific Email
    • Specific Mobile

Notify Name/Email/Mobile : Depending on what is selected in "Who to Notify" this will provide the appropriate lookup for name selection.

ON/OFF Site Indicator: Select the appropriate OnSite / OffSite / Customer GPS indicator when this message is sent. This is to indicate on the map whether the employee is arriving on site or leaving the site when this Notification message is sent.

No GPS Sent : Ticking this flag will stop GPS coordinates being sent with the Notify message. 

If GPS is required, ensure the Freeway Device Settings are set to 'GPS Tracking - On' as follows:

    • Select the Hamburger icon within Freeway  
    • Select Settings
    • Select GPS Tracking and select the 'On' option



Buttons

Close: This will close the screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Add: This will bring up a new line for entry of another record.

Save: This will save the current data without exiting the screen

Cancel: Any changes made to the current screen record or the last time the ‘Save’ Button was pressed will be lost.

Delete: This enables you to delete the selected line