Service Manager Notification Settings

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Home > Administration > Service Manager > Settings > Notification Settings

Introduction

Service Manager provides the ability to compliment the Hornbill Collaboration notifications with application specific notifications for analysts.

Notification options can be globally controlled and configured in Hornbill administration under Home > Service Manager > Settings, or Service Manager analysts can be given the rights to configure their own notification preferences.

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User Defined Notification Settings

By Default global notification settings are applied, and this is detailed in this page below.

If preferred a Hornbill administrator can enable the guest.app.requests.notification.allowUserDefinedNotificationType setting, which will disable the global notification settings and each Service Manager analyst will be able to set their preferences from their Profile > Settings > Notification view.

  • When enabling the user defined notifications, the current global notification settings will be applied to all Service Manager subscribers, and users will need to manage their own.
  • If email notification options are chosen by users, all existing email templates defined for global notification settings will continue to be used.

Email Notification Prerequisites

If you plan on including emails as part of your notifications the following settings need to be configured first.

  • guest.app.requests.notification.emailDomain
This application setting must contain the domain from which the notifications will be sent. The domain specified must match an existing outbound mail route that you have configured in Hornbill
  • guest.app.requests.notification.emailMailbox
It is necessary to specify the ID of the Hornbill Shared Mailbox (e.g. helpdesk) from which the notifications will originate.
  • guest.app.requests.notification.emailPrefix
It is necessary to specify the email prefix to be used when sending application generated email notifications from the instance. Default value is noreply. This works in conjunction with guest.app.requests.notification.emailDomain and will represent the email address from which notifications will be sent.


Note: Email notifications for users on customer/service portal updates and approval emails are sent using a direct method, they do not use any mailbox. The originating email address for these emails is guest.app.requests.notification.emailPrefix@guest.app.requests.notification.emailDomain meaning the resulting email address must be correct and valid. All other notifications are sent via the mailbox using the one configured on guest.app.requests.notification.emailMailbox.

Notification Types

It is possible to choose different types of notification for each of the functional areas listed below.

SMNotificationOptions.png
  • Email Only
Analysts will receive an email notification
  • Hornbill Only
Analysts will receive a Hornbill notification accessible through the web and native mobile interfaces
  • Both
Analysts will receive both an email and Hornbill notification
  • None
No notifications will be used (This is the default setting)


Notification Settings

Assignment / Reassignment

Use these settings to notify request owners and team members of request assignments

  • Notification Type
  • guest.app.requests.notification.notificationType.assignment
Notifications will be sent to the individual analyst when a request is assigned to them.
  • guest.app.requests.notification.notificationType.assignmentTeam
Notifications will be sent to all members of a team if a request is assigned to their team without an owner
  • Email Template Settings
  • guest.app.requests.notification.emailTemplate.analystAssignment
Use this setting to specify the email template to use when guest.app.requests.notification.notificationType.assignment is set to use email notifications
  • guest.app.requests.notification.emailTemplate.groupAssignment
Use this setting to specify the email template to use when guest.app.requests.notification.notificationType.assignmentTeam is set to use email notifications

Cancelled Request

Used these settings to notify request owners and team members of a cancelled request

  • Notification Type
  • guest.app.requests.notification.notificationType.cancel
Notification type for the owner that a cancelled request is assigned to
  • guest.app.requests.notification.notificationType.cancelTeam
Notification type for the team that a cancelled request is assigned to, when there is no owner assigned

Customer Feedback

Use these settings to notify support staff that the feedback for a request has been submitted by the customer

  • Notification Type
  • guest.app.requests.notification.notificationType.feedbackSubmitted
Set the notification type that is sent to the owner of the request
  • guest.app.requests.notification.notificationType.feedbackSubmittedTeam
Set the notification type that is sent to the team, if there is no owner.
  • Email Template Settings
  • guest.app.requests.notification.emailTemplate.analystFeedbackSubmitted
Use this setting to specify the email template to use when guest.app.requests.notification.notificationType.feedbackSubmitted is set to use email notifications
  • guest.app.requests.notification.emailTemplate.teamFeedbackSubmitted
Use this setting to specify the email template to use when guest.app.requests.notification.notificationType.feedbackSubmittedTeam is set to use email notifications

Email Update

Used these settings to notify the request owner or team members when a request has been updated by an incoming email, either automatically using the Routing Rules, or manually.

  • Notification Type
  • guest.app.requests.notification.notificationType.emailUpdate
Notifications will be sent to the individual analyst if a request which is assigned to them is updated via email
  • guest.app.requests.notification.notificationType.emailUpdateTeam
Notifications will be sent to all members of a team if a request which is assigned to them is updated via email

Linked Request Resolved / Closed

Notification settings for request owners and team members when their request has been resolved or closed by a linked request

  • Notification Types
  • guest.app.requests.notification.notificationType.analystLinkedRequestResolveAction
Notification type for the owner of a resolved or closed linked request
  • guest.app.requests.notification.notificationType.teamLinkedRequestResolveAction
Notification type for the team that a resolved or closed linked request belongs to

Members

Settings for notifications when using the Members feature on a Request

  • Notification Types
  • guest.app.requests.notification.notificationType.members
Notifications will be sent to the individual analyst if a new member is added to a request which is assigned to them.
  • guest.app.requests.notification.notificationType.membersTeam
Notifications will be sent to all members of a team if a new member is added to a request which is assigned to them.
  • guest.app.requests.notification.notificationType.membersRecipient
Notifications will be sent to the individual members who are added to a request.

Portal Update

These settings will notify the request owner or team members when a customer updates a request using one of the portals

  • Notification Types
  • guest.app.requests.notification.notificationType.portalUpdate
Notifications will be sent to the individual analyst if a customer updates a request via the Customer or Service portals.
  • guest.app.requests.notification.notificationType.portalUpdateTeam
Notifications will be sent to all members of a team if a customer updates a request via the Customer or Service portals.


Email Notification Templates

If using the Email Only or Both notification options for any of the functional areas, it is possible to configure the email templates which are sent. Default email templates are provided for each of the following functions:

  • Resolve Linked Request Owner (ResolutionNotification)
  • Close Linked Request Owner (ResolutionNotification)
  • Resolve Linked Request Team' (ResolutionTeamNotification)
  • Close Linked Request Team (ResolutionTeamNotification)
  • Analyst Email Update (AnalystEmailUpdateNotification)
  • Team Email Update (TeamEmailUpdateNotification)
  • Analyst Request Member Added (AnalystRequestMemberAddedNotification)
  • Team Request Member Added (TeamRequestMemberAddedNotification)
  • Member Added to Request (RequestMemberAddedNotification)
Notifications Email.png
  • It is possible to change the email template which is used for each different notification type by configuring a different email template for each setting.
  • If there is no email template option for a notification setting visible, then the email template is hard coded for example Cancel notifications.
  • It is possible to edit the content of the above email templates if required from the administration console under Home > System > Email > Templates > Service Manager > Requests.

Email Escalation Notifications

In addition to the notification options described above, it is also possible to configure email notifications for escalation actions against Service Level Targets. The configuration for these is covered in the following section: Service Level Escalation Notifications

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