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Create and Manage Contact Lists

Contact Lists are used to notify selected stakeholders about repair and maintenance ticket activity.

By configuring a Contact List, you control:

  • Who receives notifications

  • How they are notified (Email and/or SMS)

  • Which tickets trigger notifications

  • What priority level must be met

Contact Lists ensure the right people are informed at the right time.


How to Create a Contact List

Follow these steps to create and configure a Contact List:
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Step 1: Add a Contact List
Select Add Contact List.

Enter:

  • A clear list name

  • A brief description

  • The list type

Use descriptive names such as:

  • “Site Managers – High Priority”

  • “Maintenance Vendor – All Repairs”


Step 2: Configure Notification Rules

Choose how and when contacts should be notified.

Select:

  • Email and/or SMS

  • A minimum priority level

  • Relevant ticket types

  • Relevant ticket actions

The minimum priority setting ensures contacts are only notified when a ticket meets or exceeds that priority.
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Selecting ticket types (e.g. Repair or Maintenance) and actions ensures notifications are triggered only for relevant events.
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These rules control when the list will receive alerts.


Step 3: Add Contacts

Add the relevant contacts to the list.
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All contacts included will be notified based on the rules you configured.

Before saving, confirm:

  • All required stakeholders are included

  • Contact details are correct

  • The notification rules match expectations


Step 4: Save the Contact List

Click Save to finalize the list.
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Once saved, the Contact List can be assigned to:

  • Systems

  • Repair tickets

  • Maintenance schedules

Notifications will then be triggered automatically based on the configured rules.

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