Add a Subscription

Subscriptions can be added from various places within the Siterra application. When adding a subscription, you can subscribe at the individual object level (a specific Site) or at the unit level (a specific region, such as West).

Add Subscriptions from My Preferences

1. Click My Siterra > Subscriptions.

   The Notifications Subscription window appears.

   You can also create Subscriptions by clicking the Subscribe icon in the upper right corner of Object pages, or by selecting My Siterra > Preferences.

2. Click Add.

   The Subscriptions modal appears.

3. Complete the Notifications section of the form. Click Next and Previous to navigate.

   Required fields are marked with a red asterisk (*).

   Step 1 of 5: Basic Notification Information

   

   • Notification For: Allows you to choose the desired object for which the notification is generated.

   • When: Allows you to choose from a list of various events and actions for which the notification is generated.

     Based on your selection of the Notification For and When drop-down menus, additional fields appear, as they did before the 3.0.9 release.

   Step 2 of 5: Select Scope

   

   • Scope: Select the appropriate units (you can select more than one) for the Notification.

   Step 3 of 5: Create Message

   

   • Complete the Message section of the form by entering a subject in the Subject field and a message in the Body field.

     Various standard and expanded attributes can be added to the message body using the drop-down menu and object browser on the right side of the Message section.

   Step 4 of 5: Summary

   

   • Review your Notification here. To change any information, click Previous to navigate to the correct step, then click Save to save the changes.

     Once complete, click Save.

   Step 5 of 5: Create Subscriptions

   

   After the notification has been saved, recipients can be added to the subscription in the Create Subscriptions section.

   

Add Subscriptions from Object Home Pages

1. Navigate to an object home page.

2. In the toolbar, click Subscribe.

   A new window appears containing a list of current subscriptions.

3. Click Add.

   A new window appears containing a notification setup form.

4. Complete the Notifications section of the form.

   Required fields are marked with a red asterisk (*). Fields in this section include:

   • Notification For: Read-only field which is automatically populated with the object name.

   • Select the event: Allows you to choose from a list of various events and actions for which the notification is generated.

   • Scope: Displays the navigation hierarchy. You can select an area for which the notification should be generated. Multiple areas can be selected by using Ctrl + Click.

   • Status: Allows you to select the object status for which the notification should be generated. Multiple statuses can be selected by using Ctrl + Click.

   • Where I have Responsibility: Selecting this check box designates that the notification should only be sent for objects where the user is assigned responsibility.

5. Complete the Message section of the form by entering a subject in the Subject field and a message in the Body field.

   Various attributes can be added to the message body using the drop-down menu and object browser on the right side of the Message section.

   Depending on certain settings, the Message section might be automatically populated with text.

6. Once complete, click Save.

   After the notification has been created, recipients can be added in the Subscriptions section.

Add Recipients to Subscriptions

1. Navigate to the Subscriptions section of the notification subscriptions form.

2. Click one of the following toolbar buttons:

   • Add User: Opens a new window in which individual users can be selected as subscription recipients.

   • Add Group: Opens a new window in which a Group can be selected as a subscription recipient. All members of the selected Group receive the notification.

   • Add Role: Opens a new window in which a Role can be selected as a subscription recipient. All users in the selected Role receive the notification.

   • Add Contact: Opens a new window in which a Contact can be selected as a subscription recipient. You can also create a new contact from this window by clicking Create New.

   • Add E-mail: Expands the section to display a field in which multiple email addresses for subscription recipients can be added.

3. Using one of the above methods, enter recipients for the subscription.

   Newly added recipients appear in the Subscriptions section.

   To remove a recipient, click the menu stacks button next to the recipient and click Remove.

4. Once complete, click Save & Close.