Send a daily notification showing who is signed in out of hours

Set up a trigger to send a notification to report when people are signed in out of hours. You need the Triggers Manager user role to set up a trigger.

How it works

Triggers are used to automate actions based on sign in/out activity in WhosOnLocation. There are many different triggers available to help you manage people visiting your location, including sending notifications, displaying messages, denying access based on answers to custom questions, and more.

To set up a daily notification, you need to configure the following details: 

  1. Choose the time – enter when you'd like to activate the trigger.
  2. Set up the rule – choose the parameters for activating the trigger. The below example is set up to send anytime there are more than 0 people signed in at the specified time
  3. Choose who receives the notification – select who in your organization needs to see this information. 
Your account must have the triggers add-on enabled to set up a trigger.

Set up a trigger to show who is signed in out of hours

  1. Go to Locations, then select the location from the drop-down list.
  2. Select Triggers.
  3. Click Create a New Trigger.

    TRigger-Add.png

Trigger Details tab

  1. Enter the trigger name.
  2. Select Active next to the Trigger Status.
  3. Under Trigger Event, select Time - Triggered at a specific time.
  4. Enter the required time. In this example, the trigger will fire at 10pm.
  5. Click Next.

    Trigger-Time-Based-1.png

Trigger Rules tab

  1. Click Create a New Rule.
  2. Select the Location - Total People On-site rule.
  3. Select greater than as the rule condition.
  4. Enter 0.
  5. Click Next.

    Trigger-Time-Based-2.png

Trigger Actions tab

  1. Click Create a New Action.
  2. Select Notification: Send an Email as the action.
  3. Select Employees as the recipient type.
  4. Select Selected Role Type as the recipient, then choose the role.
  5. Use the placeholders to set up the email notification. In this example the following placeholders are used:
    {{ location.totalonsite }} - Total number of People On-site
    {{ location.visitorsonsite_list }} - List of visitors on-site
    {{ location.staffonsite_list }} - List of employees on-site
    {{ location.serviceprovidersonsite_list }} - List of contractors on-site
  6. Click Save & Close.

    Trigger-Time-Based-3.png

The selected employees will receive an email notification each day if people still signed into your location after 10pm.

out-of-hours-report.png

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