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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
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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 |
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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. |
Raised Group
Field | Description |
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Raised By | Person or organisation that raised the alert. This field is locked and cannot be edited. |
Date | Date the alert was raised. This field cannot be edited. |
Time | Time the alert was raised. This field cannot be edited. |
Authorised By | Person who authorised the creation of the alert. For a new alert, the current user is selected by default. Click the Authorised By popup button to select. |
Notes Group
Field | Description |
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Add Standard Comment | Pre-defined standard comments for an alert. When selected, the standard comment is added to the Alert Details field. Click the Add Standard Comment drop-down list to select. To create a standard comment for an alert, see Standard Note. |
Alert Details | Description of the alert. Details of the alert appear on the Alert Overview screen and the Alerts dialog. |
Released Group
Alerts are released when the item has been actioned. Inactive alerts no longer appear for the assigned user, department, or enterprise.
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. |