Open Ad Hoc Alerts from Boards

Administrators and board builders can define board fields that can be used for placeholders in Ad Hoc Alerts templates. These fields are leveraged for the placeholders for new and updates to existing records. For example, Ad Hoc Alerts can be used to convey the status of facilities on boards. The status is provided by the board, along with any other placeholders you define.

When a record is created or updated in a configured board, a new checkbox is available that automatically opens a predefined template in Ad Hoc Alerts when the record is saved. The template contains the placeholder information obtained from the board. From Ad Hoc Alerts, you can edit and send the notification.

• Launching Ad Hoc Alerts from a board requires WebEOC Nexus 10.5, WebEOC Nexus SaaS 2.5, and Ad Hoc Alerts.

• Each board must be enabled separately by Juvare. Contact your Client Success Manager (CSM).

• The board must be published.

• You can create multiple templates for a board but you must have a least one template.

Setting up board fields for Ad Hoc Alerts requires that you complete the following steps:

1. Create a template with placeholder information and copy the template's URL.

2. Contact your Client Success Manager (CSM) to enable Ad Hoc Alerts for the published board and to set up the Ad Hoc Alerts board tag. Be prepared to provide the name of the board you want to enable and the template's URL.

3. After the board is enabled for Ad Hoc Alerts, map the template's URL to the Ad Hoc Alerts and add the board tags to the boards.

To create the Ad Hoc Alerts template for the board

1. Follow the Create an Ad Hoc Alert procedure in the WebEOC Nexus User Help Center with the following exceptions:

   1. For the Subject field, enter placeholders for the WebEOC Nexus board information that will be sent from the board to replace the placeholders in the Ad Hoc Alerts template. For example, News: ${Facility_name} is now ${status}. Use field names that have been configured for the view.

      The placeholder text begins with $ and is enclosed with braces. For example, ${status}.

   2. To have the placeholder information appear in the message, you can optionally copy the subject and paste it in the Messages area, along with any other content.

2. Complete the remaining steps, and save the message as a template. The template is saved under the Templates tab.

3. On the Templates tab, select the template. The URL for the template appears in your browser.

4. Copy the contents that appear after id=. You will need this information when you contact your CSM.

   

To add the URL for the template to Ad Hoc Alerts

1. On the Templates tab, select the template. The URL for the template appears in your browser.

2. Copy the contents that appear after id=.

   

3. Access the Admin View.

4. In the main menu, click the workflows icon . The Workflows page opens.

5. On the Boards page, locate and click the board. The Board: Edit Board page opens.

6. Under Edit, click AdHoc Alerts. This button and the board that appears in the list when you click the button were set up by the CSM when you called and requested that this feature be activated for this board.

7. Click Create Config. The Create Board Configuration window opens.

8. Enter the following information.

   Set up Ad Hoc Alerts from boards

   Field	Procedure
   Template Name	Enter the name of the template you created.
   Template UUID	Paste the portion of the template's URL that you copied in step 2.
   View	Select the view.

9. Click Add Mapping, and then do the following:

   1. Select the board field that is associated with the placeholder text you added when you created the template. For example, status.

   2. For Placeholder, enter the placeholder text you added to the template.

      The placeholder text begins with $ and is enclosed with braces. For example, ${status}.

   3. Repeat steps a and b for each field that is associated with the template's placeholders.

   4. Click Submit. The board is ready to provide template placeholder information.

10. To use this feature, add the board tags to the board:

    • Input view: <OpenAdhocNotificationTemplate>.

    • Display view: <ShowSentAdhocNotifications>.