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  1. From the Security Module / Business Rules / Communication Rule Tab, select the field you would like to add a communication rule to.

  2. Click New

  3. Update the Communication Rule fields:

    1. Communication Type - Email/SMS

    2. Communication Template - Select the template to send

    3. Region/Division - Select

    4. Enabled? - Yes

    5. Custom Rule - Yes

    6. Rule String - Enter the Rule String

    7. Custom Description - Yes

    8. Description - Enter the message users will see when entering a date into the field

  4. Update the Email Communication fields:

    1. Send Email? - Yes

    2. Additional ‘To’ RMS IDs - Enter the RMS ID eg: e.g. Enter a 4 to send the email to the job Administrator or 682 for Primary contact

    3. Additional ‘CC’ RMS IDs - Enter the RMS ID e.g. 42110 for secondary contact

    4. Additional ‘BCC’ RMS IDs - Enter the RMS ID

  5. Update the SMS Communication fields:

    1. Send SMS? - No

  6. Update the Communication Text (inserted within the email template):

    1. Add additional Framework field content that might be useful to the email recipient/s (refer below screen shot example).
      Note: If using this field you must insert {{CRContext}} into the body of your Communication Template - this will ensure the contents appears in the email.

  7. Click OK

  8. Click OK

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