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Under consideration

Action Templates + Customisable reminder alerts

  • September 14, 2023
  • 4 replies
  • 145 views
Matt Roche
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jacksod
  • Matt Roche
    Matt Roche
  • swhite
    swhite
  • jacksod
    jacksod

YumaEnergy

Got really excited about using the Asset Management tool but unfortunately the functionality isn't quite their to be reliable for vehicle management… 😓

Problem: 
Certain asset types such as vehicles all have the same recurring requirements: 

  • Registration Expirations
  • Insurance Expirations
  • Maintenance schedules. 

Solution:

Ideally when you create an asset type “Vehicle” you would default have the above 3 x recurring actions added by default (You would just need to update the due dates) 

Additionally you also need regular CUSTOMISABLE reminders for these types of actions. 

For instance: 

Registration Expiration: You would likely want multiple reminders in the days leading up to the rego expiring to ensure it is not missed. See image of a different software that does execute this perfectly. (expirationreminder.net)

Note the “Add reminder button”

These features are CRUCIAL to this functionality 

The current “Action Reminders” are useless for registrations as the alert is only 1 hour before due date.

4 replies

Jane2192
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  • Starter
  • 1 reply
  • March 1, 2024

Any feedback on this as this is what a lot of my clients want too?


esusatyo
SafetyCulture Crew
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  • SafetyCulture Crew
  • 10 replies
  • March 11, 2024

Hey @Jane2192 and @YumaEnergy,

Thanks for your feedback. We have a plan to improve notifications for Actions in the future, as we understand that this is also important for your use cases to have multiple reminders. We’ll keep you updated when we are close to releasing improvements to the notifications feature.

Thanks

Enrico


Bianca.Taylor
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  • Former SafetyCulture Crew
  • 553 replies
  • July 4, 2024
NewDiscussion ongoing

Bianca.Taylor
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  • Former SafetyCulture Crew
  • 553 replies
  • August 21, 2024

Hey @YumaEnergy! Customisable reminders is something the team is considering and will be looking into in the future. That said, would you be happy to elaborate a little further on what you mean action templates this will help us get the right information to you! 


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