Notifications

Trail can send email notifications about item-related topics, such as late reservations. Notifications are sent to the item responsible user, the maintenance responsible user, the reserver, or to users defined in the location or department settings, depending on the notification.

Below is a list of the different notifications and additional details about them.

Topics:

  1. Reservation notifications
  2. Maintenance notifications
  3. Item notifications
  4. Other notifications
  5. How to define recipients by location or department
  6. Mobile push notifications

Reservation notifications

Late reservations

  • Trail sends a notification to the reserved by -user if an item has not been returned by the reservation end date.
  • The notification is sent daily around 13:00 (Finnish time)
  • This is an additional setting that can be enabled from: Admin > General settings > Reservations > Send reminders

Reservation acceptance

  • Users with editor rights for reservations must accept reservations made by users with lower user rights.
  • A notification is sent to responsible users immediately when the reservation is created.
  • This is an additional setting that can be enabled from: Admin > General settings > Reservations > Accept reservations

Sales notifications (add-on module)

  • Applies to the separate Reservation Sales add-on feature
  • A notification is sent to the reserver immediately when an offer has been closed or invoiced.

Maintenance notifications

Defect reports

  • Trail sends a notification immediately when a defect report is created.
  • The notification is sent to:
    • Item's responsible user
    • Maintenance's assigned to user
    • Users defined in the item's location or department settings, under "notifications"
  • If the defect report's schedule is changed, a notification is also sent to users who have reserved the item (if the reservation is planned or read out).

Upcoming scheduled maintenance

  • Notification for an upcoming scheduled maintenance. Calculated from its' due date.
  • You can define how many days in advance the reminder is sent from the maintenance plan's settings.
  • The notification is sent around 13:00 (Finnish time)
  • Recipients of the notification:
    • Item's responsible user
    • Maintenance's assigned to user
    • Users defined in the item's location or department settings, under "notifications"
    • User group that is selected from the maintenance plan page.

Overdue scheduled maintenance

  • Applies when scheduled maintenance has not been started by the due date.
  • The notification is sent around 13:00 (Finnish time)
  • By default, the notification is sent once per day, but the interval can be changed in the maintenance plan view.
  • Recipients of the notification:
    • Item's responsible user
    • Maintenance's assigned to user
    • Users defined in the item's location or department settings, under "notifications"
    • User group that is selected from the maintenance plan page.

Item notifications

Consumables

  • When the quantity of a consumable item drops below the defined alert limit, Trail sends a notification.
  • The notification is sent at 13:00 (Finnish time)
  • The notification is sent to users defined in the Receives all field in the item’s location or department settings.
  • Note: consumables that are not assigned to a location or department are not included in the alert limit calculation.

End of item lifecycle

  • Trail sends a notification when the defined lifecycle of an item ends.
  • The notification is sent on the first day of each month around 13:00 (Finnish time). The notification is sent monthly until the item is replaced or deleted.
  • The notification is sent to the item responsible person and users defined in the Receives all field in the location or department settings.
  • In Trail’s general settings it is possible to define the minimum item price for which this notification is sent. If a value is defined, notifications are only sent for items with a higher value.
    • This is an additional setting that can be enabled from: Admin > General settings > Notifications > Minimum item price for lifespan expiration notifications

Other notifications

Transports

  • A notification is sent when a transport is:
    • accepted / rejected
    • started
    • marked as completed
  • The notification is sent to the user who created the transport and the user added in the On behalf of field.
    • If multiple recipients or external email addresses are needed, they can be added by clicking "Email". Separate the email addresses with a comma.

Projects (add-on module)

  • If the Projects module is in use, Trail can send notifications when:
    • the project status changes
    • the resource status changes
  • The notification is sent to the producer and resource users.
  • If the Projects functionality is enabled for your organization, you can add the email addresses that should receive notifications about changes to event information.
    • Email addresses can be defined in: Admin > General settings > Notifications > Event notification email addresses

How to define recipients by location or department

  • Notification recipients can be defined in the location or department settings.
  • Path: AdminDepartments or Locations → Open the target in edit view.
  • If multiple email addresses need to be added, they can be separated with a space, line break, comma or semicolon.
  • Available settings:
    • Receives all
      • Receives all notifications related to the location or department.
    • Late reservations
      • Receives notifications about overdue reservations.
    • Overdue maintenance
      • Receives notifications about overdue maintenance.


Mobile push notifications

  • Users of the Trail mobile app can receive notifications on their phone about overdue reservations.
  • Notifications can be enabled or disabled in the user’s profile.
  • If the user does not have access to the Admin module, the changes can be made by a system administrator.