Trigger Actions

 When selecting an Action there are four types to choose from:

Email and SMS Actions

The table below details the recipient choices you have and the action options available to you when sending an Email and/or SMS as an Action.

Action

Which Recipients

Meaning

           

Employees: All Employees

Sends an Email or SMS to all Employees at the location both on and offsite

          

Employees: All Onsite

Sends an Email or SMS to all Employees at the location that are currently onsite only

           

Employees: All Offsite

Sends an Email or SMS to all Employees at the location that are currently offsite only

           

Employees: Selected Departments

Sends an Email or SMS to all Employees at the location within nominated departments only

          

Employees: Selected Role Types

Sends an Email or SMS to all Employees at the location with specific Role Types only

           

Employees: Selected Employees

Sends an Email or SMS to nominated employees only

          

Service Providers: All Signed In

Sends an Email or SMS to every service provider currently signed in to the location

          

Service Providers: All from an Organization

Sends an Email or SMS to every service provider linked to a nominated service provider organization

          

Service Providers : Selected Service Providers

Sends an Email or SMS to nominated service provider members

          

Visitors: All Signed In

Sends an Email or SMS to every visitor currently signed in where their email was captured as part of their sign in.

          

External Recipients

Sends an Email or SMS to nominated persons. Enter Name and Email

          

Matched Person

Sends an Email or SMS to the person that signed in (assumes their email is recorded in their profile)

 

Pop up Message and Deny Access Actions 

Imagine a person comes onsite, signs into your Kiosk or is signed in by a receptionist and based on specific Rules you have created a message pops up on the Kiosk or Receptionist screen.

There are two types of pop up messages:

  1. Pop up Message means a message that you create will be displayed on the screen after the event has triggered. If the event is triggered at a kiosk, the message will appear on the kiosk screen. If the event is triggered by a location manager or a signed in employee, the message will appear on the users screen. The purpose of the Pop up Message is to inform the person of something as part of the sign in process. The message is one that is basically bringing something to their attention.
  2. Deny Access means the guest will be denied access to the location and the message you create will be displayed on the screen after the event has triggered. If the event is triggered at a kiosk, the message will appear on the kiosk screen. If the event is triggered by a location manager or a signed in employee, the message will appear on the users screen. The purpose of the Deny Access is to inform the person that they are not permitted access to the location today. The reasons for the denial of access are based on the rules setup.

Pop up Message Box Colours

Pop up Message and Deny Access messages are displayed as pop ups. The message can beside a red, green or neutral coloured box.

  1. Use a green box to indicate an approval or positive message.
  2. Use a red box to indicate the message is important or perhaps a warning.

Creating Messages

In this section we explain how to create a message as part of the Action.

When creating a Message we recommend you:

  1. Limit SMS messages to 160 Characters where absolutely possible although we support longer SMS messages.
  2. Use Placeholders to insert dynamically generated data. The format is a data reference contained within double curly brackets. Placeholders allow you to access data when defining logic within your messages.



Select the View Available Placeholders button to view Placeholders

In this example above we display a typical Email Message using Placeholders as follows:

****************************************************************

{{match.name}} from {{match.from}} has signed in at Head Office after 6pm. There are now {{location.serviceprovidersonsite}} Contractors Onsite.

****************************************************************

Looking at the above example; if a Contractor arrives onsite, signs in after 6pm, then an email is to be sent to our Facilities Manager, Aaron, advising him who it is that signed in, where they are from, and how many contractors in total are now onsite.

 

New Trigger Actions

As of 3rd April 2017, we have released two new trigger actions; Sign In People and Sign Out People.

Sign In People

You can trigger this action using any event and rule combination and can be used to sign in Employees or Service Providers.

Employees can be signed in by Department, Role Type, Individuals, or All.

Service Providers can be signed in by Organization, Individuals, or All.

For example, you may set it up so that when John Stevens the owner/operator of Stevens Scaffolding signs in, all of the other Service Provider Members from Stevens Scaffolding are signed in as well.

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Sign Out People

You can trigger this action using any event and rule combination and can be used to sign out Employees, Service Providers, or Visitors.

Employees and Service Providers can be signed out in the same categories as signing in. The option for visitors being signed out is only All Visitors.

For example, you may set this trigger up to sign out all visitors at 6pm every day. Or to sign out all employees with the role type part-time once they have exceeded their expected duration on-site.

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Select Next Article to see how to create a Trigger from beginning to end.

 

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