Department Change SMS Setup

Configuring SMS messages to be sent to one or more employees when a vehicle is moved to a new department, is a very powerful feature of Workflow. To create your triggering events, go to the RO Functions menu at the top of the dashboard and select “System Set Up”. Browse to the section in the upper right of this screen.

Step 3: #

Next, click on the “Department Change SMS Setup” link.

Step 4: #

This will open the “Department Change SMS Setup” dialog where you will configure the department triggers you want.

1. Select the Department you want to add a trigger for.
2. Click the “Add SMS Action Item” button.
3. Click the arrow next to the action item in the list that you want to configure.
4. The status bar will confirm which action item you’ve chosen.
5. If needed, select an RO Entity from the dropdown list like Body Tech, Frame Tech, Estimator, etc. Click “Add RO Entity”.
6. If needed, select one or more people from the Employees dropdown list. Click “Add Employee”.
7. When complete, click the “X” button in the upper right corner of the dialog to close it.

Now when you move a vehicle from one department to another, a trigger will be initiated for that match, and an SMS message will be sent to the entities/employees selected.