How to Add Notifications in Core

Core allows a user to get notices about changes that occur to files, incidents, or since 7/12/2021, other properties of the incidents, giving users a flexible notification system to aide them in their workflows. Note that for notifications to work a user must have a phone number defined for them on their Caveon ID profile, even if you just want to get email notices only. There are two ways in Core to manage workflows.

Method 1 (Through the Preferences window)

1- Click on the Preferences Tab.

2- Click the Add notification button.

3-Use the Send via drop box to choose Email & SMS, just Email, or or just SMS.

4- Enter your email address in the Email address box.

5- Enter your phone number in the Phone box.

6- Use the For drop box to choose what Incident Type or files you want to be notified for.  (Tip: You can have different notifications for different zones, incidents, or events, just repeat the steps for the unique notification you want.)

7- Select the zones, incident priority, statuses, and events that you care about.

8- Click the Save button.

9- Click on the Add notification button to add another notification if desired.

Method 2 (Through the user notifications icon) 

1- Click on the bell located next to your username at the top right-hand corner of the Core screen.

2- Click on New Notification

3- Define the incident and the properties of the incident or file that you want to be notified of and click save.