Set Up Alerts - Preview Tab

Access this form with Administrative user rights using Organization>Set Up Alerts.

Once the alert has been setup, use this tab to view the subject line and edit and preview the message for the alert.

Editing and previewing an alert message:

• For the CFO when your budget goes over a certain percentage of the budgeted amount spent, see How Do I Create an Alert - Budget Tolerance?
• For an AP Clerk when the cash balance falls to or below $10,000, see How Do I Create an Alert - Cash Balance Threshold?
• For the AP Supervisor when someone in your organization cuts a check to a linked system user, see How Do I Create an Alert - Check Issued to Linked User?
• For the AP Supervisor when a check is printed without a valid Vendor ID using the Write Checks activity form, see How Do I Create an Alert - Check Issued without Vendor ID?
• For the Payroll Supervisor, when someone in your organization changes the pay rate for any employee, see How Do I Create an Alert - Employee Pay Rate Change?
• For the CFO when someone in your organization prints a system generated check or voucher but does not record it, see How Do I Create an Alert - Printed Check/Voucher Not Recorded?
• For the CFO when someone in your organization deletes a system generated check, voucher, or a session, see How Do I Create an Alert - System Check/Voucher Deleted?
• For the System Administrator when someone is attempting to incorrectly log on to your organization, see How Do I Create an Alert - Three Failed Log On Attempts?
• For an AP Clerk when someone in your organization initiates or changes a Hold Payment on a vendor, see How Do I Create an Alert - Vendor Hold Payment Changed?
• For the AP Supervisor when someone in your organization changes the name on a vendor ID, see How Do I Create an Alert - Vendor Name Change?
• For the AP Supervisor when someone in your organization initiates a payment to a vendor with an amount over $500, see How Do I Create an Alert - Vendor Payment Threshold?

 

Email: Enter the From address and Subject line for the Alert message that you created on the Setup Tab.

• From: Accept the default email address or enter an email address that can be used specifically for this alert message. It is recommended that the Administrator creates a default "From" email address using the Options>System Preferences form. By keeping a consistent From address your email recipients will recognize and identify where the email is coming from and will more likely NOT mark the email as spam; which is important to ensure the delivery and receipt of the notification. It is recommended that you create a generic email address, related to the purpose of your alert email, but use something the receiver will recognize and know it is a trusted source. Some examples include: "alert@yourorganization.org", "MIPalert@yourdomain.gov", and "yourorganizationALERT@yourdomain.com"
• Subject: Accept the default Subject line which references the organization generating the alert or enter a meaningful Subject line. This is important to ensure the delivery and receipt of the notification.

Message: Compose the message in the edit field and preview it.

• Edit: Accept the default message, or customize the notification using the Key Term variables < >. Note that the information in the variable <Key Terms> contains coded information, sometimes it can be edited but most of the time it is meaningful in the final message. Or if your alert is specific, you can remove the variables and enter your own information. NOTE that when a message variable is removed, that information will be excluded from the message of the issued alert. For more information about these variables are and how to use, see Alert Message Terms.
• Preview: The system displays the editable message above. Once you have entered your message information, click the Update button to display your message. Click the Reset button to remove all previous edits to the message and to recover any message variables that may have been deleted.