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Alarm automation

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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.

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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
  • ​Admin or operations role

  • To create a ticket with a work order, you must use CMMS and have the CMMS operations role.

Steps
  1. ​Select the icon-cog1(1).png Portfolio administration at the top of the sidebar.

  2. A dialog opens. Navigate to Automation New automation.

  3. Select Add alarm, select the alarm types for which you want an automation, then select icon-arrow-right3.png Continue.

  4. For each alarm type, select the alarm level and severity, then select icon-arrow-right3.png Continue.

  5. Decide which action should follow when the alarm is triggered, then select icon-arrow-right3.png Continue:

    • 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 icon-arrow-right3.png Continue. You will then need to configure the templates, checklists, and contacts for the work order.

    • 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.

  6. Select icon-plus2.png Add systems and select systems from the list. If you have selected Ticket + work order, only systems with CMMS are listed.

  7. Add assignees from the dropdown and select icon-floppy-disk1.png Save.  You can add only users from the user list.

  8. Give the automation a title and select icon-floppy-disk1.png Save.

  9. The automation is now active and visible in the list.