Working With Alerts

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Alert Maintenance

You may use Alert Maintenance to create, view, sort, edit, delete, copy, export, generate results for, and create categories for Alerts.

Accessing Alert Maintenance

To access Alert Maintenance:

 

Click Alerts in the Maintenance section in the left-hand panel:

 

MaintenancePanel50pc.gif

 

The Alert Maintenance window opens - see below.

 

Alert Maintenance And User Group Privilege Levels

Alert Maintenance is only accessible/visible to users with a User Group privilege level of 7 or more.

 

Level 8 and 9 users can view, edit, delete, copy, generate and export any Alert and can subscribe Alerts to any user group or to their own managed users.

 

Level 7 users can view, edit, delete, copy, generate and export only Alerts they created and can subscribe those Alerts to any user group or to their own managed users. They cannot view Alerts that are subscribed to them unless they created them.

Understanding Alert Maintenance

The Alert Maintenance window is displayed when you access Alert Maintenance:

 

AlertMaintenance1_50pc.gif

 

The Alert Maintenance Window is laid out as follows:

 

Alert Maintenance Toolbar

Use the Alert Maintenance toolbar to perform the following tasks:

 

Toolbar Option

 

Click to...

 

Close

 

Close the Alert Maintenance window.

 

New Alert

 

Create a new Alert. See Creating A New Alert.

 

Category Maintenance

 

Define Alert categories. See Alert Category Maintenance: Creating Alert Categories.

 

View

View results for a selected Alert. See Viewing Alert Results.

 

Edit

Edit the criteria of a selected Alert. See Editing Alerts.

 

Copy

Copy the details of a selected Alert to create a new Alert. See Copying Alerts.

 

Delete

Delete a selected Alert. See Deleting Alerts.

 

Generate

Generate (or regenerate) results for a selected Alert manually. See Saving Alerts And Generating Alert Results.

 

Export

Export the details of a selected Alert for viewing/manipulating within another application. See Exporting Alerts.

 

 

Alerts List

The main part of the window is a list of Alerts.

 

To the left of each listed Alert is a radio button: click it to select that Alert for viewing/editing/deletion etc.

 

For each Alert the following is displayed:

 

Column Header

Shows...

 

Name

 

The name of the Alert - see Defining Alert Details.

 

Click the name to view results for that Alert - see Viewing Alert Results.

 

Category

 

The category into which the Alert was saved - see Defining Alert Details.

 

Alert Categories are created in Alert Category Maintenance - see Alert Category Maintenance: Creating Alert Categories.

 

Date Generated

 

The date on which the Alert's results were last generated. See Saving Alerts And Generating Alert Results.

 

Results

 

The number of Alert results; i.e. the number of items selected by the Alert criteria. See Saving Alerts And Generating Alert Results.

 

Actioned

 

The number of Alert results which have been Actioned; i.e. marked to show they have been dealt with. See Actioning Alert Results.

 

Created By

 

The name of the user who created the Alert.

End Date

 

The date on which the Alert becomes inactive - see Defining Alert Details.

 

Note: When the End Date has passed, the Alert will no longer be visible in any Alert-related dashboard library items. However, it will still be listed in Alert Maintenance. After this date you may wish to edit or delete the Alert.

Type

 

Whether the Alert is:

  • Fixed: whereby the Alert results will stay the same unless Alert results are regenerated. Or:

  • Recurring: whereby Alert results are automatically regenerated when fresh sales history data is imported.

See Defining Alert Details.

 

Find

 

The type of item the Alert's criteria will 'find', comprising the Alert results; e.g. companies, products, product groups etc. See What Will The Alert 'Find'?

 

Type Of

 

The Alert Type. See Alert Types.

 

 

You may view brief details about an Alert in the list by scrolling over the TaskViewTaskDetails.gif icon:

 

AlertDetailsIcon.gif

 

Sorting The List Of Alerts

You may use the Sort By menu, on the top-right of the Alert Maintenance toolbar,  to sort the Alerts list by:

 

If the Descending field (to the right) is checked, Alerts are listed in descending order. Uncheck this field to reverse the sort order.

 

NEXT: Alert Category Maintenance: Creating Alert Categories