The automation of events is at the heart of Arthur. It is this area that, if set up well, will make your life a lot easier by automating your many of your processes.
Q: What is an event?
A: An event is the trigger that fires off the actions. For example A property manager adds a viewing is an event
Q: How are events organised?
A: Events listed under their relevant groups. For example A property manager adds a viewing is listed under groups called viewings
Q: Can you create additional events?
A: Yes under whats called Manual events. (Explained below)
Q: Whats sort of actions result from these events?
A: Email, notifications, texts and tasks (with or without embedded checklists)
During the course of a tenancy or a workorder there are numerous events that may occur that require you to act through associated actions. These are demonstrated by the the two workflows below showing a tenancy and a job. The green boxes display the area where actions can be generated.
Go to Settings>Automated Events. The page lists as
This is where a user in addition to using our default events can create his own event that triggers actions based on a series of conditions. In order to use this area you need to ask the first question: What do I want Arthur to help me with?
In the example below the user wants a notifications on there dashboard to tell them a certificate remains expired after 10 days
Find the group called Certificates>Add manual event
Now your ready to build the action. Add an action to the newly created event
See below on how to add an action
Any default action (communication or task) we have created defaults to “All property managers”. To edit the recipients or any other parts of the action simply edit>change recipients
When creating an action there are 4 basic steps
Lets look at the group “viewings” and lets take the event “adding a viewing”. By automating this process Arthur will carry out the following:
You will see from the list below all the actions that have been previously created by following the “action name”. This list can be personalised to meet your specific requirements by removing, editing or adding further actions. Adding an action is explained later in this article.
When adding a viewing you will will be given the option for these actions to run:
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