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re: [MAXIMO List] How to send email from Maximo applications (incident, work order)

From: ewald h. caspari (2014-10-16 15:43)

Hi,
if you dont want to do it in java, the easiest way is to create an escalation
for this.
Be sure not to check the 'repeat' checkbox or you will get several mails.
Regards
Ewald
-----
Hi
Our users are currently using 2 Maximo applications (Incident, Work order).I
want if a user (i.e. a civil inspector) creates an incident/work order with
status like 'Queue ed / WAPPR' then automatically Maximo system should generate
an email and send incident/work order related information(incident/work order
number, description, status, creation date, change date, owner) to his team
members (i.e. civil engineer, Manager). Further if user changes the status like
''approve/complete/resolve/cancel/close' of an incident or work order the Maximo
system keeps sending emails to his team members.
Kindly help me how to configure it in Maximo system to generate email from
incident and work order applications.
I'll be thankful in advance.
Regards
Shah


From: shah faisal (2014-10-16 07:39)

Hi Ewald,
Thanks for your email.
Can you help me what query should I write and what parameters should I fill in with value ?
I'll be thankful.
Regards
Shah
On Thursday, October 16, 2014 4:43 PM, "'ewald h. caspari' dienst@ecaspari.de [MAXIMO]" <MAXIMO@yahoogroups.com> wrote:


Hi,
if you dont want to do it in java, the easiest way is to create an escalation
for this.
Be sure not to check the 'repeat' checkbox or you will get several mails.
Regards
Ewald
-----
Hi
Our users are currently using 2 Maximo applications (Incident, Work order).I
want if a user (i.e. a civil inspector) creates an incident/work order with
status like 'Queue ed / WAPPR' then automatically Maximo system should generate
an email and send incident/work order related information(incident/work order
number, description, status, creation date, change date, owner) to his team
members (i.e. civil engineer, Manager). Further if user changes the status like
''approve/complete/resolve/cancel/close' of an incident or work order the Maximo
system keeps sending emails to his team members.
Kindly help me how to configure it in Maximo system to generate email from
incident and work order applications.
I'll be thankful in advance.
Regards
Shah


From: Pat Morrow (2014-10-16 08:47)

There are a # of steps to set this up.
My suggestion is as follows:
Create a communication template. (Below is an example from the WorkOrder Application)
To: reference the email of the manager(supervisor) of the person here (you need to ensure that you have the relationships set up) with the format :relationship.table.emailaddress (similar to the the one that I am displaying in the From example
From: :REPORTEDBY.EMAIL.emailaddress
Subject: Work Order :wonum has been created (Priority :WOPRIORITY)
Subject:
Priority :WOPRIORITY
Work Order :wonum
Description :description
Additional information :long.ldtext
Location :location
Asset (if applicable) :assetnum
Asset Description (if applicable) :asset.description
GL Account :glaccount
:WORKTYPE.wtypedesc (:worktype)
Status :ENCWOSTATUSDESC.description (:status)
This WO was created by :REPORTEDBY
:REPORTEDBY.EMAIL.emailaddress
:phone
This email was system generated as a notification of creation of Priority :WOPRIORITY Work Order.
To go directly to the workorder, please click on the following link,
https://maximo/ui/maximo.jsp?event=loadapp&value=plusgwo&uniqueid=:workorderid
Of course, you will change the body of the email to be applicable to your situation.
Then create an escalation:
Put a query in the where clause. I am searching for all high priority WOs that are in a certain area
((woclass = 'WORKORDER' or woclass = 'ACTIVITY')
and historyflag = 0
and status not in (select value from synonymdomain where domainid='WOSTATUS' and maxvalue='COMP')
and siteid = 'xxx'
and istask = 0)
and (exists (select 1 from maximo.multiassetlocci
where (exists (select 1 from maximo.locancestor where ((ancestor = 'YYY'))
and (location = multiassetlocci.location
and systemid = ( select systemid from locsystem where primarysystem = 1 and siteid =multiassetlocci.siteid) and siteid=multiassetlocci.siteid)))
and (recordkey=workorder.wonum and recordclass=workorder.woclass and worksiteid=workorder.siteid))
and wopriority in ('1','2'))
))
My escalation point is ReportDate and we only run it once, so the repeat box is unchecked. If you want the email sent out whenever there is a change of status, I would suggest using the status change date and leave the repeat box unchecked.
In the notification area, reference the communication template that you previously created.
We have our escalation run once per hour, as users determinedthat was frequently enough. Initially we did it every 5 minutes, but I have a lot of escalations and was bogging down the database.
Pat Morrow
pmorrow8@yahoo.com
On Thursday, October 16, 2014 8:39 AM, "shah faisal dba_develper@yahoo.com [MAXIMO]" <MAXIMO@yahoogroups.com> wrote:


Hi Ewald,
Thanks for your email.
Can you help me what query should I write and what parameters should I fill in with value ?
I'll be thankful.
Regards
Shah
On Thursday, October 16, 2014 4:43 PM, "'ewald h. caspari' dienst@ecaspari.de [MAXIMO]" <MAXIMO@yahoogroups.com> wrote:
Hi,
if you dont want to do it in java, the easiest way is to create an escalation
for this.
Be sure not to check the 'repeat' checkbox or you will get several mails.
Regards
Ewald
-----
Hi
Our users are currently using 2 Maximo applications (Incident, Work order).I
want if a user (i.e. a civil inspector) creates an incident/work order with
status like 'Queue ed / WAPPR' then automatically Maximo system should generate
an email and send incident/work order related information(incident/work order
number, description, status, creation date, change date, owner) to his team
members (i.e. civil engineer, Manager). Further if user changes the status like
''approve/complete/resolve/cancel/close' of an incident or work order the Maximo
system keeps sending emails to his team members.
Kindly help me how to configure it in Maximo system to generate email from
incident and work order applications.
I'll be thankful in advance.
Regards
Shah


From: shah faisal (2014-10-20 01:44)


Hi Pat Morrow,
Thanks a lot for your help. Currently I am applying your given steps and checking the results on first Test environment then production (Maximo).
I'll get back with question if there is any issue occurs while such configuration.
Regards
Shah
On Thursday, October 16, 2014 6:47 PM, "Pat Morrow pmorrow8@yahoo.com [MAXIMO]" <MAXIMO@yahoogroups.com> wrote:


There are a # of steps to set this up.
My suggestion is as follows:
Create a communication template. (Below is an example from the WorkOrder Application)
To: reference the email of the manager(supervisor) of the person here (you need to ensure that you have the relationships set up) with the format :relationship.table.emailaddress (similar to the the one that I am displaying in the From example
From: :REPORTEDBY.EMAIL.emailaddress
Subject: Work Order :wonum has been created (Priority :WOPRIORITY)
Subject:
Priority :WOPRIORITY
Work Order :wonum
Description :description
Additional information :long.ldtext
Location :location
Asset (if applicable) :assetnum
Asset Description (if applicable) :asset.description
GL Account :glaccount
:WORKTYPE.wtypedesc (:worktype)
Status :ENCWOSTATUSDESC.description (:status)
This WO was created by :REPORTEDBY
:REPORTEDBY.EMAIL.emailaddress
:phone
This email was system generated as a notification of creation of Priority :WOPRIORITY Work Order.
To go directly to the workorder, please click on the following link,
https://maximo/ui/maximo.jsp?event=loadapp&value=plusgwo&uniqueid=:workorderid
Of course, you will change the body of the email to be applicable to your situation.
Then create an escalation:
Put a query in the where clause. I am searching for all high priority WOs that are in a certain area
((woclass = 'WORKORDER' or woclass = 'ACTIVITY')
and historyflag = 0
and status not in (select value from synonymdomain where domainid='WOSTATUS' and maxvalue='COMP')
and siteid = 'xxx'
and istask = 0)
and (exists (select 1 from maximo.multiassetlocci
where (exists (select 1 from maximo.locancestor where ((ancestor = 'YYY'))
and (location = multiassetlocci.location
and systemid = ( select systemid from locsystem where primarysystem = 1 and siteid =multiassetlocci.siteid) and siteid=multiassetlocci.siteid)))
and (recordkey=workorder.wonum and recordclass=workorder.woclass and worksiteid=workorder.siteid))
and wopriority in ('1','2'))
))
My escalation point is ReportDate and we only run it once, so the repeat box is unchecked. If you want the email sent out whenever there is a change of status, I would suggest using the status change date and leave the repeat box unchecked.
In the notification area, reference the communication template that you previously created.
We have our escalation run once per hour, as users determinedthat was frequently enough. Initially we did it every 5 minutes, but I have a lot of escalations and was bogging down the database.
Pat Morrow
pmorrow8@yahoo.com
On Thursday, October 16, 2014 8:39 AM, "shah faisal dba_develper@yahoo.com [MAXIMO]" <MAXIMO@yahoogroups.com> wrote:
Hi Ewald,
Thanks for your email.
Can you help me what query should I write and what parameters should I fill in with value ?
I'll be thankful.
Regards
Shah
On Thursday, October 16, 2014 4:43 PM, "'ewald h. caspari' dienst@ecaspari.de [MAXIMO]" <MAXIMO@yahoogroups.com> wrote:
Hi,
if you dont want to do it in java, the easiest way is to create an escalation
for this.
Be sure not to check the 'repeat' checkbox or you will get several mails.
Regards
Ewald
-----
Hi
Our users are currently using 2 Maximo applications (Incident, Work order).I
want if a user (i.e. a civil inspector) creates an incident/work order with
status like 'Queue ed / WAPPR' then automatically Maximo system should generate
an email and send incident/work order related information(incident/work order
number, description, status, creation date, change date, owner) to his team
members (i.e. civil engineer, Manager). Further if user changes the status like
''approve/complete/resolve/cancel/close' of an incident or work order the Maximo
system keeps sending emails to his team members.
Kindly help me how to configure it in Maximo system to generate email from
incident and work order applications.
I'll be thankful in advance.
Regards
Shah