Alerts Management

Users in authorized roles can add Real Time Alerts for the following occurrences:

Users in authorized roles can edit and delete Real Time Alerts as explained below.

Users access existing alerts from the Admin menu by selecting Alerts Management.

Admin menu with Alerts Management highlighted

Users can edit an existing Alert as described in the following table.

  1. Click the Ellipsis… in the Actions column to the right of the alert’s row and select Edit Alert.

    Partial image of the Alerts page with the Actions menu (...) expanded at right and the Edit Alert command highlighted

  2. Make changes to the alert criteria and click Save.

From Alerts Management, click the Ellipsis … to the right of the alert’s row and select Delete.

Partial image of the Alerts page with the Actions menu (...) expanded at right and the Delete command highlighted

Users can add a Placement Accepted Alert.

  1. From the Admin menu, select Alerts Management.

  2. On the Alerts Management page, click Add Alert.

    Clicking Add Alert

  3. Complete the Add Alert fields described below, and then click Save.

    Field Action
    Alert Type Select Placement Accepted.
    Alert Description Type a description to help clarify the Alert Type.
    Alert Priority Select the priority of the alert.
    Send Email Notification

    When an action has generated an alert, a notification email is sent to th recipients specified in the Alert Assignment section.

    The notification email tells the recipient that an alert has been generated and provides a link to open the Alerts page in Communications.
    Member Team assigned to Member Select to automatically alert the Member Team that is assigned to the Member when an alert is generated.
    Coordinator assigned to Member Select to automatically alert the Coordinator who is assigned to the Member when an alert is generated.
    Requester of Placement Select to automatically alert the user who sent the broadcast placement.
    Roles Select to automatically alert the roles selected when the alert is generated.
    Member Teams Select to automatically alert the member teams selected when the alert is generated.
    Users Select to automatically alert the users selected when the alert is generated.

Users can review and act upon occurrences that generate a Placement Accepted Alert from the Communications menu by selecting Alerts.

  1. From the Admin menu, select Alerts Management.

  2. On the Alerts Management page, enter filter options, and then select Search.

    Clicking Add Alert

  3. Click the Ellipsis … in the Actions column at right of the alert, and then select an action to perform.

    Communications, Alerts

    Action Description
    Update Task Status Set the Task Status (Open, Closed, In Progress) and type a note to explain the update.
    Assign to myself Change the value in the Assigned To column to your username.
    Assign to another Change the value in the Assigned To column to another user by Role and, optionally, specific username.
    View/Add Notes View a history of notes for the alert and add a new note.