How to create a Pipeline phase “Send text message (or email)

Here at Unavin, we’ve created Pipelines to help you automate and streamline your Non-conformance processing. Pipeline is basically a sequence of phases (steps) for the Non-conformance to go through to get finalised. By the steps, we mean actions that need to be taken, and processes completed. For example, notifications sent, forms completed and returned to the sender. There are multiple types of phases which can be reordered at any moment in time.

Please follow these steps to fill up the Pipeline structure with phase  "Send Text Message (or email)":

1. Go to the Pipelines list and click on the Structure button on the right from the Pipeline name.

2. Click the “+Add Phase“ button to add a new phase.

3. Select an action “Send Text Message (or email)” you would like for your Pipeline to start with

4. Select Driver or Driver’s responsible manager for Policies Violation in the field  “Send to“.

5. Choose the "Preferred delivery method".

If the recipient has not configured the details of your preferred method, the other one will be used automatically.

6. Type in a Text in the field  “Message“.

7.  Once you have filled in the fields, click “Save“, and the system will save this version of the Pipeline. 

Each time you change Pipeline structure Unavin will create a new version of the Pipeline and keep the record of all previous versions for your record.

8. In order to action on a Non-conformance  - you need to assign it to the saved Pipeline.

New Events can not be assigned to inactive Pipeline. Events that are currently in progress through this pipeline will remain there and will be processed as normal regardless of this flag.

9. Once you’re all done, Driver or Driver's manager will receive the Message.

If the recipient has not configured a mobile number for communication, their email address will be used as a fallback option.

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