Create a SOP Template

Quantela platform user manual

Create a SOP Template

In the top left-hand corner of the main dashboard screen, click the Manage icon: .
On the Manage panel, click Automation .
On the right-hand side of the SOP-Templates screen, click the SOP Template icon: .
Drag one or both Tasks from the list on the left to the canvas.
Click on the Configure icon within the task node to configure the task:. The configuration options depend on the type of task:
Email
Use an Email task when you want to send an email message to an individual person or to a distribution list.
The first stage in defining the task is to specify whether the email message should be sent to one or more specific email addresses, or if it should use a Distribution Rule.
If the Individual option is selected then you must specify the following task parameters:
Subject - this is the subject of the email message.
To - these are the email addresses to which the email will be sent. To enter multiple email addresses, simply hit Enter or Tab on the keyboard after each one.
Body - this is the text to be included in the email body.
Criticality - this is the importance of the email. It can be one of the following:
Low - the email will be sent with low priority.
Normal - the email will be sent with normal priority.
High - the email will be sent with high priority.
Click on Add Attachment to attach a Word, Excel or PDF file of at most 5 MB in the doc, docx, xls, xlsx, xlsm or pdf formats which will be added as an attachment in the email.
Alternatively, if the Distribution Rule option is selected then you must select one of the pre-configured Distribution rules.
User Task
Use a User Task when you want to notify one more operators that this event has occurred. This will appear as a Task in the notifications area of the dashboard for these operators. If the Quantela Field Officer feature has been configured then the task will also appear in the mobile application for corresponding operators.
The first step in defining the task is to specify whether the notification should be sent to one or more specific operators, or if it should use a Distribution Rule.
If the Individual option is selected then you must select a user from the provided list of Users that have been configured in the Quantela platform.
Alternatively, if the Distribution Rule option is selected then you must select one of the pre-configured Distribution rules.
Select the Criticality of the task. This can be one of the following:
Low - the task will be raised with low priority.
Medium - the task will be raised with normal priority.
High - the task will be raised with high priority.
SMS
Use a SMS task when you want to send a message to one or more mobile numbers. During adapter creation, they should be Outbound and the Tags field has to be the tag sms so that it is displayed here to send SMS. For more information, see Create an Adapter.
You must specify the following task parameters:
Mobile_number - these are the mobile numbers to which the SMS will be sent. To enter multiple mobile numbers, simply hit Enter or Tab on the keyboard after each one.
Note
Only numbers are allowed.
Text - this is the text to be included in the SMS. To enter a custom text, select custom value from the drop-down.
Criticality - this is the importance of the SMS. It can be one of the following:
Low - the SMS will be sent with low priority.
Normal - the SMS will be sent with normal priority.
High - the SMS will be sent with high priority.
Once the tasks have been configured, enter the SOP Template Name.
Note
It must be 3-50 characters only.
Enter a Description for the SOP template.
Select the status of the SOP template as either Active or In-Active.
Optionally, select any of the escalation rules configured in Escalation rules to be applied on this SOP template.
When you have configured the SOP template, click Create to save it.

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Quantela platform user manual

Create a SOP Template

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