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Set up an alarm automation
You can automatically create a ticket when a specific alarm occurs in any system in your portfolio. You decide which alarms and alarm levels (for example overall system, inverter) trigger an automation.
Example
When a total outage alarm occurs, an automatic ticket will be created to investigate the cause.
Note
For each automation you set up, only one ticket will be generated within any 24-hour period, starting at midnight.
Prerequisites
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Admin or operations role
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To create a ticket with a work order, you must use CMMS and have the CMMS operations role.
Steps
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Select the
Portfolio administration at the top of the sidebar.
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A dialog opens. Navigate to Automation > New automation.
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Select Add alarm, select the alarm types for which you want an automation, then select
Continue.
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For each alarm type, select the alarm level and severity, then select
Continue.
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Decide which action should follow when the alarm is triggered, then select
Continue:
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Ticket with work order: CMMS ONLY Automatically creates a ticket with a work order. Enter a title. Tick the check box to add the affected components to the title automatically. You can also optionally add a description, priority, ticket cause, and include information from this ticket in your reports. Select
Continue. You will then need to configure the templates, checklists, and contacts for the work order.
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Ticket: Automatically creates a ticket. Give the ticket a title. Tick the check box to add the affected components to the title automatically. You can also optionally add a description, priority, ticket cause, and include information from this ticket in your reports.
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Select
Add systems and select systems from the list. If you have selected Ticket + work order, only systems with CMMS are listed.
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Add assignees from the dropdown and select
Save. You can add only users from the user list.
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Give the automation a title and select
Save.
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The automation is now active and visible in the list.
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