Messages about a Work Order can be sent to others via email from the Work Order log
This article is for FMI Works users who have been given the permission of Works User
Getting started
From the Services module, select Work > Works Search. Use the filters to search for and select the relevant work order. On the Work Order Details page, go to the Log tab.
Adding a message to a work order
Go to Add Log on the Log tab. Enter your message in the field next to Log Message.
Who sees log messages?
Messages can be set to Public or Private.
Public messages will be seen by any internal employee with the permission of Works User and above.
Private messages will only be visible to internal employees with the permission of Works Manager and above.
Selecting the recipients
Tick the relevant box next to Send To and then select Add. More than one box can be selected. When the message is saved, it will be sent via email to the selected recipient(s).
Requested By – will receive an email notification.
Site Contact – will receive an email notification. They can also view the message in the Work Order log if they have the permission of Works User and above.
Assigned Employee – will receive an email notification. They can also view the message in the Work Order log if they have the permission of Works User and above.
Assigned Contractor – will receive an email notification. They can also view the message by logging into the Contractor Portal. From Open Jobs, the contractor can select the desired work order to see the Work Order log.
Int. Parties – will receive an email notification. They can also view the message in the Work Order log if they have the permission of Works User and above.
For information about user types and permissions see How to Create a New User and User Permissions.
How are log messages sent?
Log messages are sent via email to the recipients. The email contains your organisation’s name, the work order number and description, the site, and the message.
For information on how to edit the content of this email, see Email Notification Templates.
More information
For information about the Work Order Log, see How to Track Changes to Work Orders.