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How to Setup Vendors and Building To Get Notified When A Vendors COI Is About to expire

Overview​

This article covers how to send notification when a vendor COI is going to expire.  A warning notification can be sent to the vendor and building management when a COI is going to expire.  You can also send out a notification when the COI has expired.

We have added the ability to notify Vendors and building management when a Vendors COI is going to expire.

BluB0X Setup​
  • Building will need to send a request to support@blub0x.com with how long in advance a warning should be sent.  Ex. 14 days, 7 day, 1 day.  BluB0X will make a configuration update in BluSKY to meet this need.
Vendor Set Up​

  • Create a Distribution List for the Vendor - See Distribution Lists

  • Add the vendor contacts that need to be added to the DL.

  • Assign Distribution List to Vendor

  • In Vendor management the building will need to assign the created DL in the “COI Notification List”

  • Note: You can create a Distribution List directly from the Vendor Mgmt Create/Edit page  Vendor Mgmt COI Notification List Selection

Building Setup​

For the building to be notified when a COI is going to expire they will need to:

  • Create Notification Templates

  • Create Notification Template for “Vendor CIO Expiration Warning” Notification Vendor COI Warning

  • Example SVG code to past into template.

<p>Hello,</p>
<p>The COI for&nbsp;[[VendorName]] has Expired</p>
<p>&nbsp;</p>
<p>Building&nbsp;[[ACSystemName]] at&nbsp;[[CompanyInstanceAddressStreet1]]&nbsp;[[CompanyInstanceAddressCity]]&nbsp;[[CompanyInstanceAddressPostalCode]] [[CompanyInstanceAddressRegion]] [[CompanyInstanceAddressCountry]]</p>
<p>&nbsp;</p>
<p>COI Start:&nbsp;[[COIStartDatetime]]</p>
<p>COI End:&nbsp;[[COIEndDatetime]]</p>
<p>&nbsp;</p>
<p>Vendor has been notified.</p>
<p>&nbsp;</p>

  • Create Notification template for “Vendor COI Expired”

  • Example SVG code to cut and past.

  • <p>Hello,</p> <p>The COI for&nbsp;[[VendorName]] has Expired</p> <p>&nbsp;</p> <p>Building&nbsp;[[ACSystemName]] at&nbsp;[[CompanyInstanceAddressStreet1]]&nbsp;[[CompanyInstanceAddressCity]]&nbsp;[[CompanyInstanceAddressPostalCode]] [[CompanyInstanceAddressRegion]] [[CompanyInstanceAddressCountry]]</p> <p>&nbsp;</p> <p>COI Start:&nbsp;[[COIStartDatetime]]</p> <p>COI End:&nbsp;[[COIEndDatetime]]</p> <p>&nbsp;</p> <p>Vendor has been notified.</p> <p>&nbsp;</p>

  • Create a Distribution List - See Distribution Lists

  • Create Rules - See Rules

  • Create one “Vendor CIO Expiration Warning” Rule COI Warning for Building

  • Create one for “Vendor COI Expired”

Rule COI Expired for Building

Note: Currently the Notification used to notify the Vendor is the same that is used by the Rules.  This means that the same message is sent to both.