Set Up Alerts - Setup Tab

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

Use this form to create and configure, preview, and assign alerts in the system. Create a unique name for each alert, chose who will receive it, and how they should be notified - either as a menu display while logged in the system or email. Once the alert has been setup, use the Preview Tab to edit and preview the message, and the Assign Tab select the users who will receive the alert notification.

Use this tab to create and configure alerts.

Creating an alert:

• To notify the CFO when your budget goes over a certain percentage of the budgeted amount spent, see How Do I Create an Alert - Budget Tolerance?
• To notify an AP Clerk when the cash balance falls to or below $10,000, see How Do I Create an Alert - Cash Balance Threshold?
• To notify 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 Users?
• To notify the AP Supervisor when a check is printed without a valid Vendor ID on the Write Checks activity form, see How Do I Create an Alert - Check Issued without Vendor ID?
• To notify 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?
• To notify 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?
• To notify 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?
• To notify 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?
• To notify 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?
• To notify 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?
• To notify 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?

 

Name: Enter a unique name to represent the alert you are setting up, or use the drop-down list to select an existing alert to change. This field is required.

Importance: Select the level of importance for this alert. When creating a new alert, if you do not know the level of importance, accept the default of Medium, or select High, Low from the drop-down list. The importance can be changed at any time.

Status: Specify the status of the alert. When creating a new alert, accept the default status, A (Active), or select I (Inactive) from the drop-down list. The status of Inactive disables the alert, so that it cannot be used in the system. A status of discontinued is not available on this form. The status can be changed at any time.

Real-time Notices: Select an option for how the system will notify the recipient about this alert. Choose to send an email, display on the menu bar, select both, or neither to only enter the alert in the Message Center. (Real-time Notifications require some additional setup, see How Do I Set Up Alerts?)

• Email: Select this box to have the system send an email, as the way to be notified about this alert.
• In-product: Select this box to have a menu display, while the recipient is logged on to the system, as the way to be notified about this alert.

Configure: Select the module and the specific event in which you want to be alerted.

• Module: Select from the drop-down list, the module in which the alert is related.
• Event: Select the type of event in which you want to be alerted.

Filter: This group box contains your alert options based on the focus and event selected. You are required to filter on at least one item.

• Available Filter, Selected Filter: Select an item in the Available Filter column, and click the Mover ( > ) to move it to the Selected Filter column. Once an item is in the Selected Filter column, set up its filtering criteria. Then, the Alert is limited to the data that falls within the designated filter criteria.
• Compares To: Select an operator from the drop-down list.
• Criteria 1: Enter a value to compare with the item in the Selected Filter column.
• Criteria 2: Enter a value for the end of a range if the Compares To column contains the IN operator.

Note: Note that User IDs and Vendor IDs that contain symbols or special characters, such as commas, cannot be included with the IN operator range; each User ID or Vendor ID filtered will need to be in a separate Alert.