How to create system messages in eQuip.

Creating System Messages in eQuip 

• On the eQuip dashboard, go to ADMIN > Manage Permissions > Roles. 
  

Messages 

• Choose the Messages tab. 
  • Choose Add New Record.   
    

• Enter values for each field: 

• • Display To All: – check (TRUE) or leave unchecked (FALSE) 
  • Roles: – choose the specific roles whose users should see the message (requires leaving Display To All unchecked)  
  • Start Date: – the day that you would like the message to start displaying 
  • End Date: – the last day that you want the message to display 
  • Message: – the actual message that you want to be displayed 

• Choose the green check mark button to save your work when you are finished entering values 
  

• Enter the following values: 

• • Display To All:  Checked (TRUE) 

• • Start Date:  7/8/2021 (or today’s date) 
  • End Date:  7/8/2021 (or today’s date) 
  • Message:  Test Message 
    

• Return to the eQuip dashboard 

• • The message is now visible 
    

Dynamic Messages 

On the eQuip dashboard, go to ADMIN > Manage Permissions > Roles.   

• Choose the Dynamic Messages tab. 

• • Choose Add New Record. 
    

• Enter values for each field: 

• • Display To All: – check (TRUE) or leave unchecked (FALSE) 
  • Roles: – choose the specific roles whose users should see the message (requires leaving Display To All unchecked)  
  • Query: - enter the query that will populate the values required for the dynamic message 

• • Filter:  (not used very often) 

• • • Site – narrows down the values pulled back by the query by site. 
    • Plan – narrows down the values pulled back by the query by plan. 
    • Zone – narrows down the values pulled back by the query by zone. 
    • Location – narrows down the values pulled back by the query by location. 

• • Message: – the actual message that you want to be displayed 
  • Email: - no longer valid (being phased out) 
  • Report: - choose (from the dropdown) which report you would like to provide a link for (below the dynamic message 
  • Spreadsheet Reports: - choose (from the dropdown) which spreadsheet report you would like to provide a link for (below the dynamic message 
  • Coordinated Workflows: - choose (from the dropdown) which coordinated workflow you would like to provide a link for (below the dynamic message 

• • Asset Tracking Workflows: - choose (from the dropdown) which asset tracking workflow you would like to provide a link for (below the dynamic message 
  • User Scope: - check this box if you will include in the query the necessary code to narrow down the returned values by user scope 
    

• As an example here are the values that you would enter for a dynamic message to return the number of assets needing maintenance in the next 60 days: 

• • Display To All:  leave the box unchecked (FALSE) 

• • Roles: - choose the appropriate roles for the users that you would like to have access to the dynamic message 

• • • Administrator 
    • Property Custodian 
  • Property Administrator 

• Query:  

SELECT     count(*) 

FROM         Assets 

WHERE  ((MaintenanceNextTestDue BETWEEN GETDATE() AND GETDATE() + 61) OR MaintenanceNextTestDue<=GetDate()) AND (isActive = '1') 

• • Filter: - N/A 

• • Message: - Assets needing maintenance in the next 60 days: {Count} 
  • Email: - N/A 
  • Report: - N/A 
  • Spreadsheet Reports: - N/A 
  • Coordinated Workflows: - Maintain Assets 

• • Asset Tracking Workflows: - N/A 
  • User Scope: leave unchecked (FALSE) 

• When finished entering values choose the green check mark button in the lower left-hand corner 
  

• Return to the eQuip dashboard 

• The dynamic message appears with the link to the Maintain Assets workflow below it