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, Utility Manager

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, Utility Manager

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.

Core System Settings (ONB02US02)

Utility Admin, Utility Manager

1. Utility Service Activated – when a utility service is activated
   The utility service [Service Name] has been activated.
2. Utility Service Deactivated – when a utility service is deactivated
   The utility service [Service Name] has been deactivated.
3. Utility Service Unit of Measurement Updated – when unit of measurement is updated for utility service
   The unit of measurement for utility service [Service Name] has been updated to [New Unit of Measurement].
4. Utility Service Set to Metered – when service is marked as metered
   The utility service [Service Name] has been set to Metered.
5. Utility Service Set to Unmetered – when service is marked as unmetered
   The utility service [Service Name] has been set to Unmetered.
6. Module Activated – when a module is activated
   The module [Module Name] has been activated.
7. Module Deactivated – when a module is deactivated
   The module [Module Name] has been deactivated.

Utility Admin, Utility Manager, CSO Manager

1. New Consumer Category Added – when a new consumer category is created
   A new consumer category [Category Name] has been added successfully.
2. New Consumer Sub-Category Added – when a new sub-category is created under a category.
   A new consumer sub-category [Sub-Category Name] has been added under category [Category Name].
3. Consumer Category Updated – when a consumer category is updated
   The consumer category [Old Category Name] has been updated to [New Category Name].
4. Consumer Sub-Category Updated – when a sub-category is updated under a category
   The consumer sub-category [Old Sub-Category Name] under category [Category Name] has been updated to [New Sub-Category Name].
5. New Document Type Created – when a new document type is created
   A new document type [Document Type Name] has been created successfully.
6. New Document Sub-Type Created – when a new sub-type is created under a document type
   A new document sub-type [Document Sub-Type Name] has been created under document type [Document Type Name].
7. Document Type Updated – when a document type is updated
   The Document type [Old Document type] has been updated to [New document type].
8. Document Sub-type Updated – when a sub-type is updated under a Document type
   The document sub-type [Old Sub-Category Name] under category [Type Name] has been updated to [New Sub-type Name].
9. Contract Added – when a new contract is created
   A new contract [Contract Name] has been added.
10. Contract Updated – when an existing contract is updated
    The contract [Old Contract Name] has been updated to [New Contract Name] with other fields. - If name is also updated with others fields
    The contract [Contract Name] has been updated. - when Except name any other field is updated.

User Access and Managemet (ONB02US03)

Utility Admin, Utility Manager

1. User Invited – when a new user is invited to a department with a role
   A new user [Invited User Name] has been invited to the [Department Name] department with the role [Role Name] by [Inviting User Name].
2. CSO manager will get same notification if any user is invited in Customer Service department.
3. Meter Manager will get same notification if any user is invited in Meter department.
4. Billing manager will get same notification if any user is invited in Billing department.
5. O&M Manager will get same notification if any user is invited in Operations & Maintenance Department.
6. Asset Manager will get same notification if any user is invited in Asset Management Department

Calendar & Scheduling Management (ONB02US04)

Utility Admin, Utility Manager

1. Holiday Added – when a new holiday is created
   A new holiday [Holiday Name] has been added for the date(s) [Holiday Dates].
2. Holiday Removed – when an existing holiday is deleted
   The holiday [Holiday Name] scheduled for [Holiday Dates] has been removed.
3. Working Hours Updated – when working hours are changed for a weekdays, can be for sigle or multiple
   The working hours for [Weekday Names] have been updated.

All users

1. Upcoming Holiday – reminder for an approaching holiday before 7 days of holiday date
   The holiday [Holiday Name] is coming up on [Holiday Date].

Service Areas Management(ONB02US08)

Utility Admin, Utility Manager, Billing manager, Meter manager, Meter reading supervisor, Meter Supervisor, Asset Manager, CSO manager

1. Region Added – when a new region is created
   A new region [Region Name] has been added.
2. Region Updated – when an existing region name is updated with other details.
   The region [Old Region Name] has been updated to [New Region Name] with other details.
3. Region Updated – when an existing region is updated with any other fields tha name.
   The region [Region Name] has been updated.
4. Country Added – when a new country is created
   A new country [Country Name] has been added under [Parent Name].
5. State Added – when a new state is created
   A new state [State Name] has been added under [Parent Name].
6. City Added – when a new city is created
   A new city [City Name] has been added under [Parent Name].
7. Zone Added – when a new zone is created
   A new zone [Zone Name] has been added under [Parent Name].
8. Division Added – when a new division is created
   A new division [Division Name] has been added under [Parent Name].
9. Area Added – when a new area is created
   A new area [Area Name] has been added under [Parent Name].
10. Sub-Area Added – when a new sub-area is created
    A new sub-area [Sub-Area Name] has been added under [Parent Name].
11. Premise Added – when a new premise is created
    A new premise [Premise Name] has been added under [Parent Name].
12. Country Updated – when a country name is updated with other details
    The country [Old Country Name] under [Parent Name] has been updated to [New Country Name] with other details.
13. State Updated – when a state name is updated with other details
    The state [Old State Name] under [Parent Name] has been updated to [New State Name] with other details.
14. City Updated – when a city name is updated with other details
    The city [Old City Name] under [Parent Name] has been updated to [New City Name] with other details.
15. Zone Updated – when a zone name is updated with other details
    The zone [Old Zone Name] under [Parent Name] has been updated to [New Zone Name] with other details.
16. Division Updated – when a division name is updated with other details
    The division [Old Division Name] under [Parent Name] has been updated to [New Division Name] with other details.
17. Area Updated – when an area name is updated with other details
    The area [Old Area Name] under [Parent Name] has been updated to [New Area Name] with other details.
18. Sub-Area Updated – when a sub-area name is updated with other details
    The sub-area [Old Sub-Area Name] under [Parent Name] has been updated to [New Sub-Area Name] with other details.
19. Premise Updated – when a premise name is updated with other details
    The premise [Old Premise Name] under [Parent Name] has been updated to [New Premise Name] with other details.
20. Country Updated – when other fields of a country are updated than name.
    The details of country [Country Name] under [Parent Name] have been updated.
21. State Updated – when other fields of a state are updated than name
    The details of state [State Name] under [Parent Name] have been updated.
22. City Updated – when other fields of a city are updated
    The details of city [City Name] under [Parent Name] have been updated.
23. Zone Updated – when other fields of a zone are updated
    The details of zone [Zone Name] under [Parent Name] have been updated.
24. Division Updated – when other fields of a division are updated
    The details of division [Division Name] under [Parent Name] have been updated.
25. Area Updated – when other fields of an area are updated
    The details of area [Area Name] under [Parent Name] have been updated.
26. Sub-Area Updated – when other fields of a sub-area are updated
    The details of sub-area [Sub-Area Name] under [Parent Name] have been updated.
27. Premise Updated – when other fields of a premise are updated
    The details of premise [Premise Name] under [Parent Name] have been updated.