The Incidents Automation Autopilot Wizard in AdvanceCM streamlines incident management by automating notifications, task creation, and rental status updates. It improves communication, ensures timely responses, and maintains operational efficiency by automating actions that would otherwise need manual intervention.
How to Access the Incidents Automation Autopilot Wizard
Navigate to the Automations menu in the top menu bar.
Click on the “Autopilot Wizard” button.
Select the Incidents option on the Autopilot overlay to view the available automation options for incidents.
Available Incident Automation Events
1. Created Tab
When an incident is created, you can perform the following actions:
Set Rental Status to "Not Ready": Mark the rental as unavailable for bookings until the incident is resolved. This ensures that the property isn’t booked while an incident is ongoing.
Notify Guest via Email: Send an email to the guest with a pre-filled template based on the incident category. This keeps the guest informed about the situation.
Notify AdvanceCM Users via Email: Notify multiple AdvanceCM users by selecting them. An email template will be automatically drafted, which can be customized as needed by selecting the "Template" button.
Create a Task to Fix the Incident: You can create a task to address the incident and assign it to any user. Required fields will be pre-filled, but they can be customized. Multiple tasks can be created for different users based on the incident’s category.
2. Critical Tab
When the incident’s severity is marked as "Critical," you can:
Notify AdvanceCM Users via Email: Notify multiple AdvanceCM users that the incident has reached a critical severity. An email template will be automatically generated within AdvanceCM, which you can edit or select a different template by selecting the "Template" button.
3. Resolved Tab
Once the incident is resolved, you can:
Set Rental Status to "Ready": Mark the rental as available for bookings again since the incident has been resolved.
Notify Guest via Email: Inform the guest that the incident has been resolved. You can select an email template, which will be pre-filled based on the category of the resolved incident.
Notify AdvanceCM Users via Email: Notify multiple AdvanceCM users that the incident has been resolved. The email template will be pre-filled, but it can be customized by selecting the “Template” button.
4. On Hold Tab
When the incident is put on hold, you can:
Set a Reminder for AdvanceCM Users via Email: Set a reminder for users to take action after a specific number of hours. The reminder is sent via email, with a pre-filled template that can be edited as necessary.
Notify AdvanceCM Users via Email: Notify multiple AdvanceCM users that the incident has been placed on hold. The email template will be pre-filled, but can be customized as needed by selecting the “Template” button.
The Incidents Automation Autopilot Wizard helps manage incidents more effectively by automating common actions like rental status updates, guest and user notifications, and task creation. By automating these processes, AdvanceCM ensures that incidents are resolved promptly and efficiently, improving communication and operational workflows.
As always, please contact us with questions any time. We're happy to help.