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Alarm automation
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
Admin or operations role
To create a ticket with a work order, you must use CMMS and have the CMMS operations role.
Steps
Select the
Portfolio administration at the top of the sidebar.A dialog opens. Navigate to Automation > New automation.
Select Add alarm, select the alarms for which you want an automation, then select Continue.
For each alarm type, select the alarm level and severity, then select Continue.
➡️ Ticket with work order: Automatically creates a ticket with a work order (CMMS users only). Enter a title. 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 work order.
➡️ Ticket: Automatically creates a ticket. Give the work order a title. You can also optionally add a description, priority, ticket cause, and include information from this ticket in your reports. Configure your desired forms/templates, checklists, and contacts. Select Continue.Select Add systems and select systems from the list. If you have selected Ticket + work order, only systems with CMMS are listed.
Add assignees from the dropdown and select Save. You can add only users from the user list.
Give the automation a title and select Save.
The automation is now active and visible in the list.