FAQs

Alerts

AssetSonar has three different user levels:

  1. Administrators
  2. Supervisors
  3. Staff Users 

The types of alerts vary at each user level and can be either ‘an email sent for each subscribed event’ or ‘a daily digest that summarizes all the events for the day’.

Staff users receive email alerts for actions they’ve subscribed to only when they’re involved in the action.

Alerts for Account Owner/administrators:

Check-in Package check-in Extend checkout Stock request
Checkout Package checkout Request for check-in Asset(s) Overdue
Request Reservations Reservations starting today Reservations alert in advance Check-in approval by Admin
Email Print Labels Check-in denied by administrator Arbitrated request for check-in Scanning label of an asset
Activation of an asset from retired state Retiring of an asset Deletion of an asset Custom Field Alert
Audit requested Audit completed Service ticket created Service Started on an Asset
Service Extended for an Asset Service Completed on an Asset Service Started on a Package Service Extended for a Package
Service Completion Due on an Asset Service Completed on a Package Comments on Services Sale/Purchase Inventory
Low Stock Threshold Alert Location Based Threshold Alert Transfer Stock

The above list keeps updating with additions to our features in AssetSonar.

Alerts for the staff users:

Check-in Checkout Extend checkout Request for check-in
Check-in approval by admin Check-in denied by admin Request reservation Reservation on asset in my custody
Arbitrated request for check-in Audit requested Audit completed

Learn more about the types of alerts that Account Owners, Admins and Staff Users receive.

Under the email alerts, a staff user can also customize these alerts based on groups and locations (see image below). You can receive alerts specific to these groups and locations.

add to groups and locations

Note: Admins and staff users can filter what kind of alerts they want to receive from their accounts. They can also subscribe to our regular newsletters.

Customized Email Alerts: Administrators can also customize the email templates for alert types from More  Alerts → Alert type (e.g. Check-in) → Add New.

customizing alert

You can then customize the template for ‘Check-in’ alerts. Insert placeholders containing dynamic data such as asset name, checked in by, custom attribute values, and more.

 Note: Customization does not apply to mail digests.

Category: Alerts

You can now customize the Low Stock Alert page as per your requirements. For example, users can track which vendor is responsible for restocking particular items.

To customize the page, access it from the bell icon in the top-right corner and click on ‘Low Stock’.

Low Stock Alert

This takes you to the Low Stock Alert page. Once there, click on the three dots as shown below to customize the columns displayed on the page.

How to add a column

To add a new column, click on the ‘Add Column’ button. The new column, in this case, is named ‘Column #8’. To name the column, select from the list of options available in the dropdown menu. Don’t forget to hit the ‘Save this view’ button so all your settings are applied successfully.

add a new column

You can also add filters to narrow your results by choosing from the filters dropdown:

Filters

Categories: Alerts, Items

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