Smart Notifications

Purpose

Smart Notifications help users and/or customers to monitor contract limits and stay on top of their deadlines. The user defines the triggers to send the notification, when to notify and who will receive the notification. The purpose is to avoid issues such as:

  • Having executed hours exceeding the contracted ones
  • Missing contract deadlines
  • Charge the customer incorrectly
  • Losing customer's trust



How Smart Notifications Work?

The principle behind smart notifications is simple. The user creates a Notifications Rules Set containing 3 basic definitions:

  • When to send the notification (trigger);
  • The reference value for the notification (parameter);
  • Who to notify (receiver).

The next step is to associate this Notification Rules Set to an existing contract. When the contract is ACTIVE, the system will monitor the activities based on the contract progress and the worklogs the teams enter.

Whenever the activities performed to reach the specified parameters, the system will alert the related audience so they can take the necessary actions.



Creating a Notification Rules Set

To create a Notification Rules Set, go to the left menu and click on the "Notifications" option. The list of existing Notification Rules Sets is displayed.



Click on thebutton to create a new Set. The following screen appears:



Fill the following fields accordingly:

  • Name: This is the Rules Set's name. Use a name that is meaningful for your current process.
  • When to Notify: This is the rule that will trigger the notification. When you select an option from the dropdown, the system will ask for a value:



  • Value of X: The "X" represents the parameter to be used as a reference by the rule previously added (number of days, percentage, or a number of hours). 


  • Who to Notify: Defines the audience for the notification. The system can notify:
    • Team: All team members that are part of the contracts where this notification set is used

    • Organization: The customers from the contracts where this notification set is used. In this case, they are notified by e-mail since they may not have access to Jira. Make sure the organization/customer has the e-mail field filled by checking this page
    • Contract Owner: The responsible for the contracts where this notification set is used 
    • All: Sends the notifications to all people above



After choosing the receivers, click on the  button to add the rule to the list. The screen will be cleaned so you can add another rule to the Set or save the Set by clicking on.



Assigning the Notification Rules Set to a Contract

There are two ways to perform this action:

  1. When you create a new Contract;
  2. When you edit an existing DRAFT Contract.

In both cases, you just need to go to the "Notifications set" dropdown (as shown below) and select the Notification Rules Set this particular contract should follow. This will tell the system what rules should be monitored in order to send the notifications to the selected audience.



After the contract is ACTIVE you can always check the rules it is following by opening the contract and clicking on the  button. The following screen will be displayed (read-only):




Getting Notified

When time goes by and the team members log their work, the system will monitor the contract limits as per the Notification Rules selected. Whenever the activities reach the defined parameters, the system will send a notification to the related audience (defined on the Notification Rules Set). These users can view the notifications on the top right of the Contract Screen, where the bell icon will display the number of unread notifications:





Reading the Notifications 

When the user clicks on the Notification Icon, the list of unread notifications appears. The user has two additional icons on this screen to:

  1. Mark the notification as read
  2. Delete the notification




Email Notifications

Organizations (customers) will receive notifications via email when contracts reached limits defined on the Smart Notifications. In this case, the message will look like this: