Updating Existing Alerts

The Proactive Alert manager is used to manage the alerts configured for each employee.

1. Select Alerts > Proactive Alert Manager.

The Proactive Alert Manager displays with a list of your alerts.

Tip:  If you want to update the alerts for another employee, click the Listing tab, select the employee, and click the Maintenance tab.

2. Complete the following as necessary:

• Configure a new alert for the employee

  1. Click New.

  The New Alert Wizard displays.

  2. Select an alert and click Next.

  3. Follow the on-screen instructions to configure the alert.

  4. Click Add Alert when you are finished.

   

• Copy an alert to another employee

  1. Select the alert and click Copy.

  The Alert Copier window displays.

  2. Select the employees who can trigger the alert.

  3. (Optional) Select Overwrite existing alerts without prompt if you want to override an existing alert with the copied alert.

  Note:  This feature is designed to cover situations when the alert that you are copying is already configured for the employee receiving the alert.  By selecting this option, you will override the existing alert with the copied alert without displaying a prompt asking for confirmation.

  4. Click Copy Alerts to Selected Logins and click OK.

   

• Change the employees who trigger an alert

  1. Select the alert and click Edit.

  2. Move to the This alert can be triggered by tab and change the employees who can trigger the alert.

  3. Click Save.

   

• Change the notification settings for an alert

  1. Select the alert and click Edit.

  2. Select/deselect the notification options as necessary.

  3. Click Save.

   

• Delete selected alerts

  1. Complete one of the following:

  • Delete specific alerts = Select X next to the alerts you want to delete.

  • Delete all alerts = Click Select All.

  2. Click Delete and click Yes.

   

related links

Updating an Existing Alert

Viewing the Alert Log