As a publisher or administrator, you can customize and alter the documentation templates that are used throughout SmarterWX Automate, including the correspondence and associated attachments that are sent to the enquirer. These can be separated into 3 categories: emails documents maps You can create & upload several versions of these to be used in specific […]
Category: Automate
SmarterWX Automate Related Content
Generating a report
As a publisher or administrator, you are able to generate reports on the activities within your SmarterWX Automate. The reporting function is used to display management reports based on your enquiry history. Reports include: volumes by day time taken to respond listings of enquiry details and so on. These reports can be generated into data […]
User Management
There are 3 main user types within SmarterWX Automate. Users Publishers Administrators These roles have increasing levels of access and functionality, based on key workflows within your organization. Users Users have the access to: search the map and referrals view the tasks that have been allocated to them They are unable to add or alter […]
SmarterWX Automate Layout
SmarterWX Automate home screen is made up of 3 main areas. Search and Filters Toolbar Map and List View. By default, the search tool is active at the top of the screen when first logging into SmarterWX Automate. The toolbar on the left-hand side, will show all the tools that your user type has access […]
Conducting a search
All users of SmarterWX Automate get access to the search map. The search map allows user to see all enquiries received by your organisation and the responses that have been sent out. Making dig information available across the organisation in this way enables many new workflows: – If a member of the public calls council […]
Business Rules
Every time a Before You Dig enquiry referral is received by SmarterWX Automate, your response processing rules are used to determine how to respond. Each rule is made of two parts: a condition; a set of actions. You, as a publisher or administrator can configure any number of rules that will each be processed in […]
Signing Up and Password Management
When your administrator has invited you to join your company or organisation’s portal, you’ll receive an email. Clicking the Get started link will take you to setting up your account. Your email address should already be preloaded. You will need to input: your name a contact number and create a secure password Click Next and will take […]
Template Replacement Tags
The fields listed below can be included as tags in your Microsoft Word DOCX Templates and your Email Body. They will be swapped out for the relevant information received as part of the Before You Dig referral. Enquiry Details {{enquiry_request_date}} {{enquiry_job_id}} {{enquiry_seq_no}} {{enquiry_user_ref}} {{enquiry_address_street}} {{enquiry_address_suburb}} {{enquiry_address_state}} {{enquiry_address_postcode}} {{enquiry_dig_start}} {{enquiry_dig_end}} {{enquiry_activity}} {{enquiry_working_for_authority_name}} {{enquiry_working_for_authority_type}} Enquirer’s Details {{enquirer_name}} […]