Alerts Administration
Display options
Alerts can be manually viewed, by clicking on the alert indicator, as pictured below.
They can also be set to automatically display whenever the entity is used, linked, or viewed e.g.
Logging new jobs
When logging a new job, if a client, site, &/or asset is linked to the job that has alerts associated with them, these alerts will be displayed in the job, depending on their notification type.
Manually Administering Alerts
In both the desktop and web portal, on any entities that support Alerts, click the Alerts icon on the right of the toolbar to create, view, edit, or delete alerts.
Create New Alerts
To create a new alert on any entity that supports them, first click on the Alerts icon followed by the Add New Alert button.
Editing Alerts
Right click on an alert and click Edit Alert to change the properties of an existing alert.
Alert Properties
When creating a new alert, fill out the alert properties as described below.
Title : A short description of the alert.
Message : A longer description and/or instructions for others.
Priority : Choose from the set list of priorities - High, Medium and Low. This is intended as an indicator only, it does not affect the alert or other aspects of HelpMaster in any way.
Alert Type : This field is useful for grouping/classifying alerts into discrete categories that can then be targeted by reports, triggered events, and other automation. Options can be administered via the System Codes administration screen.
Notification Type : Choose from the following:
- Display Count : Displays the number of alerts for an entity in the title bar. Click this to open the alerts list.
- Show Alerts : Automatically displays the alerts list whenever an entity is viewed.
- Popup Window : Automatically displays a pop-up window with the alert whenever an entity is viewed. The alert windows must be closed to progress.
Visibility : Choose from the following:
- All Staff : All staff users of HelpMaster will see the alert.
- Just me : Only the person who creates the alert will see the alert.
- Skillgroups : All members of the selected skillgroups will see the alert.
Icon : Select one of the available icons to be displayed with the alert.
Created by : Read-only record of who created the alert. This field is automatically set to the person logged onto HelpMaster when the alert is created.
Date Created : Read-only record of the date the alert was created.
Expiry Date : Set to a date when the alert will be automatically removed.
Automatically Creating Alerts
Alerts can also be automatically created by a Triggered Event.
Use the Triggered Events Alerts to automatically set and remove alerts.
They may be used to indicate the following:
- When a client has a special status
- When an Asset warranty period has expired
- When a Knowledge Base article Review date has expired
- When a client’s support agreement has lapsed
- Whenever a job contains a certain link to another entity
- …. anything you like
See Also
Setting an alert automatically via a Triggered Event
Knowledge Base - Set alert when article is out-of-date
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