Before You Dig members (the Asset Owners) work with SmarterWX Sentinel to ensure your contact information is kept up-to-date, configure referral handling rules according to your needs and to monitor and report on enquiry activity around your assets.

When you first get invited to be a member of Before You Dig there are a series of configuration tasks that you must do before you will start receiving referrals. In this article we step through the configuration steps.

1) Contact Details

Your contact details are displayed to users of Before You Dig so that they can get in touch with you, either for day-to-day enquiries or if there’s been an asset strike. Keeping these contact details up-to-date is essential.

Set your contact details on the Configuration -> Contact Details page.

2) Area of Interest

Your area of interest determines when you receive referrals for enquires lodged with BYDA. If the job site overlaps with your area of interest you’ll receive a referral and need to send a response.

Set your area of interest on the Configuration -> Area of Interest page.

You can update your area of interest as often as you like and becomes active immediately after saving.

3) Referral Channel

Your referral channel dictates how BYDA enquiries come to you and the information that accompanies each referral. SmarterWX Sentinel allows you to choose from API-based integration with web hooks, emails with machine readable attachments or using the SmarterWX Automate automated response service.

Small members will typically start with emails as the referral channel. This means that you will receive an email each time someone lodges an enquiry in your area of interest.

Check and update your referral channel settings on the Configuration -> Referral Handling page.

4) Running Tests

You can lodge test enquiries in SmarterWX Sentinel that are processed based on your referral channel settings. We encourage you to use this feature to iron out any issues with receiving and handling referrals before you go live.

Test enquires lodged in Sandbox Test Mode are only sent to your sandbox referral channel – they are not sent to any other asset owners nor are they sent to your active referral channel (if you have one).

5) Going Live

Once you’re happy that everything is setup and working correctly, it’s time to Go Live!

From the referral channel sandbox, press the Make Active button. That’s it. You are now live and real enquiries lodged by real users are going to come to you based on your settings.

6) Reporting

You can monitor enquiry activity in your area of interest by watching your real-time dashboard, running reports, or searching across the referral history.