You can trigger alerts automatically from within a work instruction when:
A decision is made
A multi-choice option is selected
A validation fails
To configure alerts within a work instruction, open the work instruction and click Edit Step on the relevant step.
For decisions or multi-choice options, click the three dots next to the specific option and enable Notify Manager.
For failed validations on text inputs, select Notify work order manager of failed validation and define your validation rules.
Don’t forget to publish the work instruction once your changes are complete.
Assigning Alerts
By default, alerts are automatically assigned to the work order manager.
You can assign or update the work order manager via the Manager drop-down menu on the relevant work order.
Viewing and Managing Alerts
To view and manage alerts, click the Alerts icon in the navigation bar to open the Alerts page.
From here, you can:
View all triggered alerts assigned to you
Review details and context for each alert, including links to the related work instruction (in progress or completed)
Create and assign follow-up tasks or activities
Track resolution progress to ensure nothing is missed
Coming Soon
View all alerts triggered against a specific work order, directly within the work order view.
Manually trigger alerts while completing a work instruction.
Push notifications through the mobile app for instant alert visibility and faster response times.