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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

  • ​Admin or Operations role

Steps

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

  2. A window opens. Navigate to 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, 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. 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, and include information from this ticket in your reports.

  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.