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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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New alerts can be added at any time by pressing Ctrl + F6. |
- Click New. The Alert dialog will be displayed.
- Enter the details.
- Click OK. The dialog will close and a new alert will be created.
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Alerts that are associated with a comment are entered through the Production Comment dialog. The Make this an Alert? flag is set to Yes to automatically create an alert for a new comment. |
Releasing An Alert
- Select the alert to be released.
- Click Edit. The Alert dialog will be displayed.
- Enter the Released group details.
- Click OK. The dialog will close and the alert will be released and will no longer be displayed when the client is selected.
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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 |
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 |
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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. |
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Raised Group
Field | Description |
|---|---|
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 |
|---|---|
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. |
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