Alert Overview

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

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.

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.

Alert Dialog

This dialog is used to create and release alerts. Active alerts are displayed automatically on the Alerts dialog.

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: Enterprise Alert: Applies to every user in the enterprise. Department Alert: Applies to all users in the selected department. TheDepartment field can be entered. User Alert: Applies to a single user. The User field can be entered.
Department	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	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. 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
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.