Creating Schedule Notification Queries

You can create a query to send an email with a notification when a Documentation Schedule is created:

To create the Schedule Notification Query:

• Go to Custom Queries.
• Click the Plus button.On Custom Reports, select Queries can click the Plus button to create a new Query. 
• Select Base View “Schedule”.
• Check Send Report.
• Check Don’t notify if no data.
• Add the recipients of the email in the Send report to field. Note: These people you add here must be IMS users that have an email defined on their user account.
• Set the Criteriafor when the report is to be sent:
  • "Schedule Type" = “Documentation”.
  • AND "MEC Approval Discipline" = “CAD Contractor”
  • AND "Created" before " 7 days ago". 

Creating a Schedules Notification Query.

• Click Save. 

A daily email notification will be sent with the Documentation Schedules that were created in the last seven days.