Configure alerts

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Alerts serve as a notification system for crucial system events. During the workday, you can use notifications to be informed about occurrences that you want to track. You might construct your own set of alert rules to be notified of missed deliveries, orders that have been deleted, pricing changes, and other occurrences that require your attention.

You can associate a specified event with a certain field when creating alert rules. For instance, when the date that is provided in the field has arrived or if the field's contents have changed. You can also link an event to a set of records on a single page. For example, when you produce a record or when you delete a record.

You can configure alerts on most pages in the application by going to the Options tab and selecting Create a custom alert.

Screenshot of a graphic showing where to select the Options tab and select Create a custom alert.

You can use alerts for several different scenarios. For example, you can set up an alert to notify users when:

  • A new position is created.

  • Someone is hired.

  • An employee record has been changed, deleted, or added.

  • A benefit plan has changed.

  • A case has been created, modified, or closed.

These examples are some of the alert types that you can set up.

When creating an alert rule, you can define the criteria that must be met before an alert is triggered. Criteria are basically the match between the occurrence of an event and the fulfillment of specific conditions. When an event occurs, the system starts to perform a check according to the criteria that is defined.