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Creating a New Communication Type:
Updated over 9 months ago

To begin creating a new notice you must first create a Communication Type.

You can have different communication types for different purposes. For example, your 1st notices may be one type of communication and your 2nd notices can be grouped as a separate type of communication.

Creating a Communication Type:

To begin creating a communication type, navigate to the Create Type button at the top of your communication window.

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Once selected, a blank form labeled 'New Communication Type' (see below) will open.

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Type Label: This is where you should label the name of your communication type. For example: “First Notice."

Source: This field allows you to select which data source our communication type should target. For our example, we have selected Assemblies as our main source. Your options are Location, Assembly, and Ad Hoc.

Trigger Type: This field is directly related to the source you selected. Different sources can have different triggers. For our example source of 'Assembly,' we have selected “Compliance Expiration' as our trigger type.

Trigger Info: This field is directly related to the trigger type you selected. Different trigger types can have different trigger info. For our notice, we have selected 'Assembly Test.'

Next, click the 'SAVE' button to create the communication type. Our new communication type will now appear in the communication type window.

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We have now successfully created our first communication type called 'First Notice. '

Note: Once used for a published/sent communication, a communication type cannot be deleted!

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