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Configure Alerts & Notifications

  • Updated

Table of Contents

Administrators configure alerts to determine:

  • Which system events trigger alerts
  • Which user roles receive them
  • How alerts are delivered

NOTE: Logins must first be set up in the system in order for Alerts to be sent.

 

Navigation

To configure alerts:

  1. Navigate to Configurators and select Alerts and Notifications from the left-hand navigation menu.

     
  2. The Alerts and Notifications page displays a list of all available alerts including account status changes, assessment activity, and CAP updates. 
    • On this page administrators can search for an alert, export alert information to Excel, edit alert configuration, and delete an alert.

 

How Alerts Work

Assessment-based alerts follow the same configuration process as other alerts but include an additional requirement.

Alerts will only be sent when:

  • The user role is enabled in the Alerts configurator
  • The user is associated with the account through Member and Organization Contacts
  • The user is assigned to the assessment, when applicable (Lead Monitor in Assessment General Information)
    • Note:  External monitors must be listed in the Lead Monitor field to receive alerts.

Alerts notify users when important events occur in the platform. Alerts can appear in:

  • Mailbox
  • Notifications panel
  • External email notifications

 

Configuring an Alert

  1. Locate the alert in the Existing Alert Details list
  2. Select the Edit icon in the Action column.

Each alert contains three main configuration areas:

  1. Alert Category/Description: Explains what the alert message contains. Alert Category and Trigger Alert are non editable fields that give background on how alerts function.

     
  2. Triggering Alerts: Defines the system event that generates the alert. Alert Category and Trigger Alert are non editable fields that give background on how alerts function.

     
  3. Alert Recipients: Identifies which user roles receive the alert.
    • To add recipients:
      1. Identify the Security Role and check the box under Receives Alert
      2. Select Save.

Selecting a role in the alert configurator alone does not send alerts. The individual user must also be assigned to the account. 

Alerts are sent when the user is listed in:

  1. Member and Organization Contacts
  2. Lead Monitor field for external monitors

 

External Email Notifications

Alerts can also be delivered through external email notifications. Email delivery is controlled by individual user settings, not administrator configuration.

If users want to receive a daily email summary of alerts, they must enable Batch Mail in their user profile.

Administrators should advise users to update their profile settings if they wish to receive email summaries.

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