Create supply running low alert rule

Allows you to configure the criteria for issuing the supply running low alert.

By default, the system will have a rule called Default applied to all members, which will alert you whenever the supply meets one of the following criteria:

Running low by: when equal to or less than 30 days
Yield: when it reaches 80%
Level: when 25% or less

These settings can be customized according to your needs.

Who can use this feature

Users with the Admin or Supply settings management permissions

Instructions

Supply running low alerts can be generated by the criteria of:

Create rule by running low, yield and level criteria

Allows you to configure a rule to generate an alert when a supply is running low, based on the following criteria:

Running low by: when the estimated end of supply is equal to or less than X days.
Yield: when production reaches X% of its capacity.
Level: when the supply level is equal to or less than X%.

In the level criterion, we consider values from 0 to 100 for the supply.

For supplies that use known printer codes that indicate that they are running low (such as -100, -3 or another value), create a rule using the specific level criterion.

Go to Settings > Supplies
Locate the Alert for supply running low option
Click the Open button

Change default rule criteria

The NDD Orbix portal has a standard rule, called Default, which will be applied to all members of the system.

To change your criteria, follow the steps below:

Click on the rule name Default to open its properties
Change the data of the desired criteria
Click the Save button

Create a rule for specific members

If you want specific members to generate alerts based on other criteria, follow the steps below:

Click the ✚ button in the top right corner
Enter the name of the rule
Enter the rule criteria
Click the + Add button to add the members of the rule
Select the members according to the desired hierarchy
Click the Add button to add the member and remain on the add screen or the Add and Close button to add the member and return to the register
Click the Save button to create the rule and return to the grid, the Save and Open button to create the rule and open its settings, or the Save and Create button to create the rule and remain on the creation screen

The specific rules will take precedence over the default rule.

To edit or delete a rule, go to Edit or delete records.

Create rule by specific level criterion

Allows you to configure a rule to generate an alert when the level of the supply, derived from the reading made on the supply itself, reaches the value specified in the rule.

The rule can use known printer codes that indicate that the supply is running low (such as -100, -3 or another value).

For supplies with a level of 0 to 100, create a rule using the criteria of running low, yield and level.

Go to Settings > Supplies
Locate the Alert for supply running low based on specific load value option
Click the Open button

Activate rule for all members

The NDD Orbix portal has a standard rule, called Default, which will be applied to all members of the system.

If you want all members to generate alerts based on a specific level, follow the steps below:

Click on the rule name Default to open its properties
Enter the supply level that will be applied to all members
Enable the rule to make it active
Click the Save button

Create rule for specific members

If you want specific members to generate alerts for specific levels, follow the steps below:

Click on the rule name Default to open its properties
Disable the rule to make it inactive
Click the Save button
Click the ✚ button in the top right corner
Enter the name of the rule
Enter the supply level that will be applied to the specific members
Enable the rule to make it active
Click the + Add button to add the members of the rule
Select the members according to the desired hierarchy
Click the Add button to add the member and remain on the add screen or the Add and Close button to add the member and return to the register
Click the Save button to create the rule and return to the grid, the Save and Open button to create the rule and open its settings, or the Save and Create button to create the rule and remain on the creation screen

To edit or delete a rule, go to Edit or delete records.

Add exceptions to the default rule

If you want all members to generate alerts based on the specific default level configured, except for a few, follow the steps below:

Configure and enable the Default rule, as instructed in Activate rule for all members
Click the ✚ button in the top right corner
Enter the name of the rule
Disable the rule to make it inactive
Click the + Add button to add the members of the rule
Select the members according to the desired hierarchy
Click the Add button to add the member and remain on the add screen or the Add and Close button to add the member and return to the register
Click the Save button to create the rule and return to the grid, the Save and Open button to create the rule and open its settings, or the Save and Create button to create the rule and remain on the creation screen

The specific rules will take precedence over the default rule.

To edit or delete a rule, go to Edit or delete records.

Add or remove members from the created rule

Click on the rule name to open its properties
Click on the Members tab

To add members to the rule, follow the steps below:

Click the ✚ button in the top right corner
Select the members according to the desired hierarchy
Click the Add button to add the member and remain on the add screen or the Add and Close button to add the member and return to the grid

To remove members from the rule, follow the steps below:

Select the desired members
Click the 🗑 button in the top right corner
Click the Confirm button in the message box to confirm the removal

It is not possible to add or remove members from the Default rule, as it is intended to be applied to all members.