Available in Version 4.3 and up
This feature sends notifications to one or more people when a record has gone unworked for too long. You define what is considered “unworked”, what is considered “too long”, and who receives the email.
You must first define which status values indicate that a record is unworked; e.g. “New”, “Open”, etc. These values are defined globally for each object.
- Navigate to the Kubaru Console.
- Click on the Settings tab.
- In Object Settings, select an object and then click Edit.
- Select which field is used as a status indicator in the [Object Name] Status Field. Note: this must be a picklist field.
- Check all status values that correspond with an unworked record in the Unworked [Object Name] Status Values field.
- Click Save.
Now you can set up notifications for any router that assigns this object.
- Navigate to an existing Kubaru Router and click Edit.
- In the field Notify of Unworked [Object Name], enter the number of minutes to wait before sending the notification, as well as the email addresses of the individuals that should be notified. Multiple email addresses can be entered with each separated by a line break.
- You can select one or more schedules in the within context of section if you only want to count elapsed time during work hours. See Notification Context Schedules for more info.
- Click Save.
Changes made to these settings will not impact assignments that have already been made.