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The Alert Overview screen is used to manage reminders for staff who are involved with a job. Over the course of the job, a history of alerts is retained for management records. An alert will be displayed when opening a specific job that has an alert.
An alert can be entered independently of the Alert Overview screen
Until all alerts for a job are released, the Alerts dialog will be displayed each time the job is selected.
New Alert
Creating An Alert
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Alerts can be assigned to a user, a department, or an enterprise. After an alert has been dealt with, it must be released. Released alerts are no longer displayed for the user, department, or enterprise.
General Group
Field | Description |
|---|---|
Alert Type | Type of alert. Click the Alert Type popup button to select. Standard selections include:
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Department | Tip: This option is only available if the Alert Type field is set to Department Alert. Department in which the alert will be active. Click the Department popup button to select. Users assigned to a specific department will receive alerts. |
User | Tip: This option is only available if the Alert Type field is set to User Alert. User for which the alert will be active. Click the User popup button to select. |
Client Contact | Client contact associated with the alert. Click the Client Contact popup button to select. Tip: This can be left as [Not Applicable] if the alert is assigned to the client and not to a specific client contact. |
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Field | Description |
|---|---|
Released By | Person who released the alert. Click the Released By popup button to select. |
Date | Date the alert was released. |
Time | Time the alert was released. |
Authorised By | Person who authorised the release of the alert. Click the Authorised By popup button to select. |
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