Send and receive messages in the Daily Plan

Send immediate instructions to a technician’s mobile device in the Operations sub-menu in the Daily Plan. Verify exactly when a technician acknowledges a message. View and manage historical correspondence for server users.

Manage received messages

To monitor communication from field operators:

1. Navigate to Features > Core > Daily and Multi-day Plan > More actions > Messages.

2. In the Reception date field, enter a date range.

3. Click the Search icon. 

4. In the top right of the results, use the toggle to select either:

   • Show all messages.

   • Show unread messages only.

5. To access the context menu, right-click any row in the table.

6. Select an option:

   • Answer: Opens a reply window with the sender's name pre-populated.

     • Note: You can add more recipients from the resources list.

   • Mark as Read / Unread: Tracks which items require action, if you toggle the "Read" checkbox.

Audit sent messages and notifications

To track your message’s status:

1. In the Transmission date field, enter a date range.

2. Click the Search icon. 

3. In the two results tables, check the Transmission status column for the:

   • Messages table: Displays standard messages.

   • Notifications table: Displays automated or push notifications.

Remove a message

1. In the Messages table, right-click a message row you want to delete.

2. Click Remove.

Create a new message

To create a new message:

1. Click New Message. 

2. Write your message.

3. Configure these dates:

   • Validity start

   • Validity end

4. In the Recipients section, select one or more recipients from your operations center.

5. If you want to attach any files, click Add Attachment.

6. Click Send.

Create a new notification

To send push notifications to mobile devices for brief, high-priority alerts:

1. Click New Notification. 

2. In the Notification window, in the Message field, enter your short text alert.

3. Select the message type.

4. In the Recipients section, select one or more recipients from your operations center.

5. Click Send.