Automating Recurring Draws and Alerts
Set a draw schedule once and the Ordering Engine orders each inspection and emails the right people when statuses change.
Quick Reference
Open the project, click the Workflow tab, then click Order Inspection.
Set Schedule & Timing, Fulfillment Settings, and Notifications.
Check the total number of jobs before you save.
Click Setup Notifications and Alerts for status emails.
Before You Start
The project and its budget are set up.
Step 1 — Open the Workflow Tab
Two automations
Order Inspection automates recurring orders. Setup Notifications and Alerts emails people when a status changes. Each card shows Not configured or Active.
Step 2 — Schedule Recurring Orders
Schedule & Timing
Set the start, the end, and how often. The total shows how many jobs will be created.
Check the total before you save. Every day for six months means a job every day for six months.
Fulfillment Settings
Choose Marketplace or a named inspector, then set the name, instructions, and request type.
Notifications
Email the borrower, the contractor, or both each time a job is created.
Step 3 — Set Up Status Alerts
Choose who is emailed
Click Setup Notifications and Alerts and choose who is emailed on each status change.
Tips
DO
- •Automate fixed monthly draw schedules.
- •Confirm each card shows Active after setup.
WATCH FOR
- •The schedule creates exactly the number of jobs in the total.
- •Not configured means nothing is automated yet.
Troubleshooting
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