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The Automation Settings feature lets you configure settings that automatically change booking status or assign assignments depending on the product line or organization responsible for the booking.
This means that you will not have to go through each booking and assignment. This makes coordinating your inspections much faster and more efficient!
In this article, we'll show you:
- how to create a Change Booking Status automation setting;
- how to create an Assign automation setting;
- how to edit, enable or disable an automation setting; and
- how to delete an automation setting.
You can click on the titles above to jump to the relevant section.
How to create a Change Booking Status automation setting
The Change Booking Status lets you configure a setting that automatically sets a booking as Confirmed, Waived, or Rejected based on criteria such as product lines and the organization responsible for the booking.
For example, you can automatically waive a booking depending on the product line, organization involved, and risk level of the booking.
Step 1: Hover over Configuration, then click on Automation Settings.
Step 2: To set up a Change Booking Status automation setting, click on Create New.
Step 3: Enter a name and description for your setting.
Note that fields marked with an asterisk (*) are mandatory.
Step 4: Find the organization you want the setting to apply to by clicking on the dropdown in the client ids field.
Note: You can select multiple organizations. This means that the status of any booking sent by this organization(s) will automatically change.
Step 5: Type in the name to search for an organization or click the organization's name in the list.
Step 6: Select the product lines the setting will apply to. You can search for the product line in the dropdown list, or start typing the name of the product line.
Note: You can select multiple product lines.
Step 7: You have the option to add conditions such as more organizations, product lines, or item attributes.
Step 8: In this scenario, we're adding the item attribute 'Seasonal'.
Step 9: Choose the Status by clicking on the Status field. You can choose between Confirmed, Rejected, or Waived.
Step 10: Remember to toggle the Enabled button to turn the setting on. Then, click Save.
You will see that in the above scenario, all bookings with the criteria:
- from organizations Inspectorio Retailer or Inspectorio Retailer G,
- in the Apparel or Non-Inventory Group product lines;
- and have Seasonal as item attribute;
will be automatically set to Waived since they are considered 'Low Risk Inspections.'
How to create an Assign automation setting
Step 1: In the Automation Settings page, click on the Assign tab. Then, click Create New.
Step 2: Enter a name and description for your setting.
Step 3: Select the factory you want the setting to apply to. You can find it in the dropdown, or search by typing in the factory name.
Step 4: Select the inspection types you want to include in the settings.
Note that you can select multiple inspection types.
Step 5: You have the option to add conditions such as additional factories, product lines, or inspection types.
Step 6: Remember to define whether you are adding OR or AND conditions. This is particularly helpful when you want the setting to apply to a bulk of different product lines, inspection types, or factories.
Step 7: Click the X on the right side of the field to remove any added conditions.
Step 8: Select the organization you want to assign to by finding the organization in the dropdown list, or searching for the organization's name.
Step 8: Once you are done, click Save. Make sure to toggle the Enabled button on the top right corner of the popup window to set the setting as active.
In the above scenario, all assignments with Final Random Inspection inspection types from the factories selected will be automatically assigned to Inspectorio Third-Party.
How to edit, enable or disable an automation setting
Step 1: Click the three dot button next to the automation setting you want to edit. You have the options to Edit or Delete.
Step 2: If you click on Edit, you can change the fields, or toggle the Enable button to enable or disable the setting. Click Save to finish.
How to delete an automation setting
Step 1: Click on the three-dot button next to the automation setting. You have the options to Edit or Delete.
Step 2: You can also tick the checkbox to select a setting, then click the Actions button. You then have the option to click Delete.
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