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User-defined alarm automation

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Set up a user-defined alarm automation

You can automatically create a ticket when a user-defined alarm occurs in any system in your portfolio. The automation will be triggered by the severity level defined for each alarm. Each alarm applies to a single system and triggers an automation only for that system.

Prerequisites

  • User group technician or higher

Steps

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

  2. A window opens. Navigate to  icon-magic-wand.png Automation > New automation.

  3. Select User-defined alarms > Add user-defined alarms. Select the user-defined alarms for this automation and select icon-floppy-disk1.png Save > icon-arrow-right3.png Continue.

  4. 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. Optional: Tick the checkbox to add the names of affected components to the ticket title (they will be added at the end of the ticket title), add a description, priority, ticket cause, include information from this ticket in your reports, and close tickets automatically. 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. Enter a title. Optional: Tick the checkbox to add the names of affected components to the ticket title (they will be added at the end of the ticket title), add a description, priority, summary, ticket cause, include information from this ticket in your reports, and and close tickets automatically.

  5. Add assignees (optional) and select icon-floppy-disk1.png Save.  You can add only users from the user list.

  6. Enter a title for the automation and select icon-floppy-disk1.png Save.

The automation is now active and visible in the list. 

Close tickets automatically for user-defined alarm automations

When setting up an automation for alarms or user-defined alarms, you can opt to close tickets automatically if all alarms that triggered the automation are closed.

However, if you add alarms manually to the ticket, it might not close automatically. If you add an open alarm to a closed ticket, the ticket will reopen.