Create a SOP

Quantela platform user manual

Create a SOP

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 screen, click the SOP icon: .
Depending on the how the SOP is to be triggered, drag one of the Events from the menu on the left of the screen to the studio canvas.
Click on the Configure icon within the event node to configure the event: .
Select one of the rules that have been configured for this event.
Drag one or more Tasks from the list on the left to the canvas. These tasks will be automatically activated in response to the selected event.
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. Dynamic attributes can be added as well for e.g: {{tenantId}} - Parking is {{event_properties.space}}
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 send 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, PDF, CSV, TSV, Text, PNG or JPEG file of at most 3 MB in the doc, docx, xls, xlsx, xlsm, pdf, csv, tsv, txt, png or jpeg 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.
External Task
If you have one or more outbound adapters configured in the Quantela platform then these will be listed as additional tasks. Drag the task to the canvas and configure it as above. If the adapter has any input parameters then these will be listed in the task configuration so that you can specify corresponding values. You can either enter a Custom Value for each of these parameters, or you can select one of the event properties which should be bound to this input parameter at run-time. In the example illustrated below, the LightOnOff task requires three parameters - intensity, a light ID and an on/off value. In this case, the EntityId from the event has been used to identify the light, and a custom value of 'On' has been specified for the status and '100' for the intensity.
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.
Once the tasks have been configured, enter the SOP Name.
Note
It must be 3-50 characters only.
Enter a Description for the SOP.
Select whether or not this task requires Approval.
If this task requires approval, select one or more authorizers from the Authorized Person drop-down. Each authorizer's role and department are displayed as well. An email requesting approval of the SOP is sent to the authorizer(s) selected.
Select the status of the SOP as either Active or In-Active.
Optionally, select any of the escalation rules configured in Escalation rules to be applied on this SOP.
When you have configured the SOP, click Create to save it.

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Quantela platform user manual

Create a SOP

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