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ONB (N01US01)

Smart Organization Setup (ONB01US01) -

System admin Only

  1. Organization Contact Number Updated – when contact number is updated
    Your organization contact number has been updated to [New Contact Number].
  2. Organization Country Updated – when country is updated
    Your organization country has been updated to [New Country].
  3. Organization State Updated – when state is updated
    Your organization state has been updated to [New State].
  4. Organization City Updated – when city is updated
    Your organization city has been updated to [New City].
  5. Organization Currency Updated – when currency is updated
    Your organization currency has been updated to [New Currency].
  6. Organization Date Format Updated – when date format is updated
    Your organization date format has been updated to [New Date Format].
  7. Organization Time Zone Updated – when timezone is updated
    Your organization timezone has been updated to [New Time Zone].
  8. User Invitation Expired – when a user does not accept the invite within 24 hours
    The invitation for [User Name / Email] has expired.
  9. Organization Settings Updated – when multiple fields are updated - more than 1
    Your organization settings have been updated. The following fields were changed: Contact Number, Country, State, City, Currency, Date Format, Time Zone.
Utility management (ONB02US06) -

Utility Admin

  1. Utility Name Updated – when utility name is updated
    Your utility name has been updated to [New Utility Name].
  2. Utility Description Updated – when utility description is updated
    Your utility description has been updated.
  3. Utility Email Updated – when utility email is updated
    Your utility email has been updated to [New Utility Email].
  4. Utility Contact Number Updated – when utility contact number is updated
    Your utility contact number has been updated to [New Contact Number].
  5. Utility State Updated – when state is updated
    Your utility state has been updated to [New State].
  6. Utility City Updated – when city is updated
    Your utility city has been updated to [New City].
  7. Utility GST/HST/VAGST Registration Updated – when registration number is updated
    Your utility registration has been updated.
  8. Utility Address Updated – when address is updated
    Your utility address has been updated to.
  9. Utility Website URL Updated – when website URL is updated
    Your utility website URL has been updated.
  10. Utility Logo Updated – when logo is updated
    Your utility logo has been updated successfully.
  11. Utility Setup 25% Completed – when 25% setup is done - Trigger after every 2 days
    Your utility setup is 25% complete. Good start — keep going to unlock more features.
  12. Utility Setup 50% Completed – when 50% setup is done - Trigger after every 2 days
    Your utility setup is 50% complete. You’re halfway there!
  13. Utility Setup 75% Completed – when 75% setup is done - Trigger after every 2 days
    Your utility setup is 75% complete. Almost done — just a few steps left.
  14. Utility Settings Updated – when multiple fields are updated - more than 1
    Your utility settings have been updated. The following fields were changed: Name, Description, Email, Contact Number, State, City, Registration, Address, Website URL, Logo.

System Admin

  1. New Utility Added – when a new utility is created in the system
    A new utility [Utility Name] has been added successfully.
  2. Utility Name Updated – when utility name is updated
    The name of utility [Utility Name] has been updated to [New Utility Name].
  3. Utility Description Updated – when utility description is updated
    The description of utility [Utility Name] has been updated.
  4. Utility Email Updated – when utility email is updated
    The email for utility [Utility Name] has been updated to [New Utility Email].
  5. Utility Contact Number Updated – when utility contact number is updated
    The contact number for utility [Utility Name] has been updated to [New Contact Number].
  6. Utility State Updated – when state is updated
    The state for utility [Utility Name] has been updated to [New State].
  7. Utility City Updated – when city is updated
    The city for utility [Utility Name] has been updated to [New City].
  8. Utility GST/HST/VAGST Registration Updated – when registration number is updated
    The registration number for utility [Utility Name] has been updated.
  9. Utility Address Updated – when address is updated
    The address for utility [Utility Name] has been updated to [New Address].
  10. Utility Website URL Updated – when website URL is updated
    The website URL for utility [Utility Name] has been updated to [New Website URL].
  11. Utility Logo Updated – when logo is updated
    The logo for utility [Utility Name] has been updated successfully.
  12. Utility Setup 25% Completed – when 25% setup is done – Trigger after every 2 days
    The setup for utility [Utility Name] is 25% complete. Good start — keep going to unlock more features.
  13. Utility Setup 50% Completed – when 50% setup is done – Trigger after every 2 days
    The setup for utility [Utility Name] is 50% complete. You’re halfway there!
  14. Utility Setup 75% Completed – when 75% setup is done – Trigger after every 2 days
    The setup for utility [Utility Name] is 75% complete. Almost done — just a few steps left.
  15. Utility Settings Updated – when multiple fields are updated - more than 1
    The settings for utility [Utility Name] have been updated. The following fields were changed: Name, Description, Email, Contact Number, State, City, Registration, Address, Website URL, Logo.
Utility Admin Dashboard (ONB02US01)

Utility Admin

  1. Core System Settings – Action Required – when required configurations are not 100% completed
    Action required: Please complete the core system settings to proceed.
  2. Staff and Control – Action Required – when staff/roles/departments are not 100% completed
    Action required: Please configure staff, roles, and departments to proceed.
  3. Calendar & Scheduling – Action Required – when calendar and schedule setup is not 100% completed
    Action required: Please set up the calendar and scheduling to proceed.
  4. Service Areas – Action Required – when service areas are not 100% completed
    Action required: Please define service areas to proceed.
  5. Plans and Tariffs – Action Required – when plans or tariffs are not 100% completed
    Action required: Please configure plans and tariffs to proceed.
  6. IDs and Reference Numbers – Action Required – when IDs & refrence numbers is not 100% completed
    Action required: Please configure IDs and reference numbers to proceed.



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