Create and Manage Custom Alert Types

This article explains how to create and manage custom alert types, which are triggered by customized workflows.

To perform the following procedures, log in to Administration Setup and double-click the Reminder Types icon.

Create a Custom Alert Type

1. Click [Add Reminder Type] on the toolbar.
   The New Reminder window opens.
   
2. Make sure Status is set to Active.
3. From Warning Type drop-down, select Alert.
4. Enter a descriptive name for the Alert (e.g. Assessments to Book) and check the box beside each column to be included in alerts of this type.
   Note: To change the order in which columns appear in the Alert, click the Move Up and Move Down buttons. To resize the column width double click on a Field Width cell and type in a new value.
5. Click Save and Close.

Edit a Custom Alert

1. Locate and double-click on an Alert.
2. Make changes, then click Save and Close.
   Note: The Warning Type may not be changed (that is, an alert cannot be converted to a warning).

Delete a Custom Alert

Note: An alert cannot be deleted if it has been used at least once.

1. Locate and select an Alert.
2. Click [Delete Reminder Type] on the toolbar.
3. Click Yes when prompted.

Deactivate or Reactivate a Custom Alerts

1. Locate and double-click on a custom Alert.
2. Change the Status to Inactive or Active.
3. Click Save and Close.
   Note: The list changes to show both active and inactive custom alert types.

Group Alerts

Grouping Alerts together can make it easier to view and analyze information. For example, you could group Assessment Reports Due type alerts by provider. That will allow you to easily see what reports are due from each provider. You may apply up to three group layers.

1. Open the Alerts & Reminders Manager.
2. Select the Alerts tab, then select an Alert Type from the list on the left.
3. In the Grouping section (bottom-left corner of the screen), choose a field by which the Alert should be grouped. By default, alerts will be grouped by field in ascending order: optionally, select descending order.
4. Click Apply.
   Note: The list of alerts is now grouped by the selected fields. You can expand or collapse contents for each group.

Print Alerts

1. Open the Alerts & Reminders Manager
2. Select the Alerts tab, then select an Alert Type from the list on the left.
3. In the right pane, select an Alert or check the box beside one or more Alerts.
4. If applicable, click the arrow next to [Print] and choose the relevant options (these vary depending on alert type).

Available print options include:

• Choose Columns – allows you to choose up to eight columns of information to be included in the printout, and the order in which those columns of information will appear (you can preview the results of your selections)
• Preview Summary – shows a summary of the information for the selected alerts, in printable form
• Preview Selection – shows a preview of the selected alert, e.g. the invoices to be sent (opens each preview in a new browser tab)