The Insights Digest workflow allows you to receive a notification when selected insights are triggered in a building. You can choose when and how often you are notified and who gets the notification.
Step 1: Open the Workflows page
You can access the Workflows page from the systems menu in the top right corner.
Step 2: View workflows list
When you arrive at the Workflows page you will see a list of all the workflows you have created.
From this view, you can do the following:
Search for workflows
Filter for workflows you have created and those that have been assigned to you
Create a new workflow
View selected rules, buildings, and recipients for each workflow
Enable, disable, or delete a workflow
Disabling will stop notifications but does not delete the workflow.
Enabling will automatically send a notification and then restart the selected schedule.
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Step 3: Create a workflow
Click "Create" to open the workflow builder page. From the sidebar, select the type of workflow you wish to create. Currently, the only available type is "Insights Digest".
Each workflow is a sequential process; once a step has been completed, the next step will become available.
Step 4: Select buildings
All buildings with Insights available will be selectable in the Buildings drop-down.
Once selected, the buildings will show in a list like this:
Step 5: Select Insight Rules
In this step you can select the rules that you wish to monitor.
You can select any number of rules to monitor, when you click on the Insight rules selector you can find rules in two ways:
If you know the name just start typing and the list will auto filter to that rule
Scroll through the list to find what you want
Once you have selected the rules you want and saved your selection you will see something like this:
Step 6: Select optional filters
When you have finished the rule selection you are offered two options. You can either continue to the next step or add some additional filters to further narrow down your results.
Click on the filter icon to reveal the options menu.
Step 6a: Add Equipment Types filter
This filter allows you to perform two operations for the equipment types you have selected:
Hide - do not show insights for the equipment types selected
Show - only show insights for the equipment types selected
Step 6b: Add Priorities filter
In many cases there can be a larger number of lower priority insights that you don't want to see while you concentrate on fixing the higher priority ones. This filter allows you to adjust what you see.
Once you have finished with the optional filters click on the continue button to move to the next stage.
Step 7: Set digest schedule
In this step you can set the following items:
When you want the notification to be sent to you
The timezone of the notification (this is from a list for the buildings you have selected)
The frequency that you would like to receive the notification - Daily or Weekly
When you would like the first report to be sent
Once completed it should look something like the image below:
Step 8: Select recipients
In this step you can select internal (Noda) or external recipients (added one at a time pressing enter after each entry).
There is no restriction on the number of recipients that a digest can have.
Step 9: Enter digest name
The final step is to add the name of the digest. This name is used in the following way:
The title of the digest so that you can find it later
The subject of the email message your recipients see
The title of the report inside the email
One you have entered the name, and clicked save you will see the final step.
Click on Finish to save the digest and return to the list page.
Step 10: Edit an existing digest
Clicking on any part of the row will open the digest in edit mode. Clicking on any of the steps will then open it up for editing.
Once you have finished making changes, click on the Finish button to save and return to the list page.