To create contact alerts

Any number of contact alerts can be set to notify the end user about information pertinent to the contact which will not only help them to provide the best service but also make them aware of potential safety considerations. For ease of use, all alert types are displayed in the same place and each is allocated a severity; such alerts are displayed not just within the contact record itself but also within any asset record to which they are linked. Depending on the severity assigned to the alert, warning messages will be triggered at regular intervals, and these must be acknowledged by the end user before further processes can be undertaken. All types of alerts can be catered for on the system e.g. medical alerts can be created for contacts with visual impairment or hearing difficulties; personal safety alerts can be created for contacts who have a history of violence.

The procedure to create contact alerts is as follows:

1. Using the global search facility, type in the first few characters of the contact 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Contact Details. The Contact Details window is displayed for the current contact.
4. Click on Alerts. The Alerts tab is activated.
5. Click on New Alert. The New Alert window is displayed.
6. Using the Alert drop-down field, select an alert parameter value appropriate for the contact (e.g. Hard of hearing, Visually impaired, Violent, etc.) 2. The associated Severity (Information, Warning, High or High with confirmation 3) and Context (Publish to all or Publish to internal only) attributes are displayed for reference purposes.
7. Use the Comments field to add contextual information in support of the assigned alert.
8. Choose an Effective from date for this assigned alert i.e. the date on which it came into effect 4.
9. Choose an Effective to date if the alert is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the alert will be continually valid.
10. Click on Confirm. The new record is displayed in the Alerts summary table.
11. Repeat steps 5 through 10 to add further alerts to the contact record.
12. Click on Save. Each assigned alert is displayed on the contact header pane, along with the corresponding severity warning triangle 5.

Note

1 The search facility will automatically return all possible matches for both first name and last name once the Number of characters before an automatic search commences system preference is reached.

2 Contact alerts are custom parameters that can be created and maintained by the end user.

3 Alerts categorised as 'High with confirmation' will automatically trigger notification messages at regular intervals; the acknowledgement frequency is determined by the system preference No of hours to retain user acknowledgement of alerts with confirmation.

4 The Effective from date defaults to the current system date and cannot be left blank.

5 Once created, the details of an alert can be displayed at a glance by clicking on the matching row in the header pane summary table.

See related topics...

To create a new contact

To create a new standard alert

To create a new conditional alert

Using the search facility