Best Practices: Building Your Automations

There are two methods of ensuring the correct users are notified of an alarm. The first and the most straightforward is to simply create separate automations when a different response is required. The second method is to create what is called an 'escalation group'. This can be found at the bottom of your automation. You can add an infinite number of escalations to a procedure.

An escalation group is either a continuation of a response or an alternate response. If you would like an incident response to have increasing levels of severity to an incident, this would be the former. To add an additional escalation group, click '+Add a group' at the bottom of the procedure, under 'Who to Notify'. This will add the exact same fields as the first notification group. Here, you must decide what an appropriate increased level of response should look like for that procedure.

EXAMPLE 1

You would like a procedure to be triggered every time a user in Site A misses a check-in. First, you would like to notify all general users within a 5km radius, requesting that one individual goes and checks on the user. Second, if the user is injured, you would like to notify all medics on-site, and dispatch them to the incident. And, if no general users respond in 10 minutes, you would like to automatically notify medics. And lastly, you would like all General Users to cease activity, or 'stand down', in the case of a medical emergency. In this case, your fields should look as such:

Group 1
Tell these: Site A, General User 
When they are within (km): 5 km 
Don't tell these: Medic 
During this time: Always 
Message to send: New [alarm.type]. Please check on [person.firstName] [person.lastName], and escalate if medical emergency. 
Additional Instructions: Please assign to yourself and notify all admins of status. 
Escalate automatically in: 10 min

Group 2
Tell these: Medic
When they are within (km): Any distance
Don't tell these: No one
During this time: Always
Message to send: New [alarm.type] for [person.firstName] [person.lastName], this is a medical emergency. Please respond.
Additional instructions: Please assign yourself and notify all admins of status. 
Escalate automatically in: 0 min

Group 3
Tell these: Site A, General User
When they are within (km): Any Distance
Don't tell these: Medic
During this time: Always
Message to send: Medical emergency for [person.firstName] [person.lastName]. Please stand down.
Additional instructions: No additional instructions.
Escalate automatically in: 0 min

Note: 'Escalate automatically in' refers to the number of minutes the system waits before sending out the next group. This is based on the previous escalation group, not the first. So, if the escalation timeout is set to '0', all escalations will occur simultaneously. If Group 1 is set to 0, Group 2 is set to 10, and Group 3 is set to 10, Group 1 will occur immediately, Group 2 will occur 10 minutes after Group 1, and Group 3 will occur 10 minutes after Group 2. 

EXAMPLE 2

Through Automations, you can also create a different response to the same procedure by setting each response to a schedule, and ensuring your escalations happen in the correct order and in the correct timeframe. 

  1. On Monday-Friday from 8:00am-6:00pm, if a worker in Site A misses a check-in, you want the nearest general user in a 5km radius to go check on them.
  2. If the worker is injured, you want a medic to respond.
  3. Simultaneously, you want all general users on-site and within 5km to 'stand down'. 
  4. On Saturday-Sunday, and after hours Monday-Friday, if a worker in Site A misses a check-in, you want security in Site A to go check on them.
  5. If the worker is injured, you want to forward to your after-hours responder.
  6. Simultaneously, you want all general users on-site and within 5km to 'stand down'. 

Group 1
Tell these: Site A, General User
When they are within (km): 5 km
Don't tell these: Medic
During this time: 08:00-18:00, Mon-Fri
Message to send: New [alarm.type]. Please check on [person.firstName] [person.lastName], and escalate if medical emergency.
Additional instructions: Please assign yourself and notify all admins of status.
Escalate automatically in: 0 min

Group 2
Tell these: Security
When they are within (km): Any distance
Don't tell these: Medic, General User
During this time: 18:00-00:00, Mon-Fri; 00:00-08:00, Mon-Fri; 00:00-00:00, Sat-Sun
Message to send: New [alarm.type] for [person.firstName] [person.lastName]. This is a medical emergency. Please respond.
Additional instructions: Please assign yourself and notify all admins of status.
Escalate automatically in: 10 min

Group 3
Tell these: Medic
When they are within (km): Any distance
Don't tell these: No one
During this time: 08:00-18:00, Mon-Fri
Message to send: New [alarm.type] for [person.firstName] [person.lastName], this is a medical emergency. Please respond.
Additional instructions: Please assign yourself and notify all admins of status.
Escalate automatically in: 0 min

Group 4
Tell these: After hours first responder
When they are within (km): Any distance
Don't tell these: Security
During this time: 18:00-00:00, Mon-Fri; 00:00-08:00, Mon-Fri, 00:00-00:00, Sat-Sun
Message to send: New [alarm.type] for [person.firstName] [person.lastName], this is a medical emergency. Please respond.
Additional instructions: Please assign to yourself and notify all admins of status.
Escalate automatically in: 0 min

Group 5
Tell these: Site A, General User
When they are within (km): 5 km 
Don't tell these: Medic, After hours first responder
During this time: Always
Message to send: Medical emergency for [person.firstName] [person.lastName]. Please stand down.
Additional instructions: No additional instructions.
Escalate automatically in: 0 min

Have more questions? Submit a request

Comments

Powered by Zendesk