Notifications, notes and templates

Two different things get called “notifications”, and telling them apart makes the rest straightforward.

Notes are written on a job — by your staff, or by the system when something changes. They are a record attached to that job, and each note has a type that decides who can see it.

Notifications are messages sent out — to a customer, a courier, or your own people — when something happens to a job.

This page is about the second kind.

Where they are configured

Everything that shapes an outgoing message lives in one place: Admin Manager›System›Notification Center.

It holds four things, and they do different jobs:

Tile	What it is for
Custom Templates	Message layouts you build yourself
Global Notification Templates	The standard messages that ship with the system
Job Status Notification Templates	The message sent when a job reaches a particular status
Job Status Notification Types	The list of statuses that can trigger a message

Template versus trigger

The distinction worth holding on to: a template is only the appearance of a message. It says what the thing looks like — the heading, the blocks of information, the logo, the page size.

Something else decides when it goes out. For status messages that is the notification type — the job status that fires it. A template on its own sends nothing.

So building a notification is two steps: make the layout, then attach it to the event that should send it.

Custom templates

A custom template is defined by a template type, a name, a page size, a logo, and styling for a header plus five information sections. You build the layout once and reuse it.

See Create a custom notification.

Not yet established

Which conditions a custom template can be attached to — for example a waiting time passing a threshold — is not confirmed. The template screen defines layout only. The how-to says so plainly rather than guessing at a trigger that may not exist in the form people expect.