The Alerts tab of the Manage Company section of the System Administrator Dashboard allows you to manage the default alert settings for your system.
Manage Your Alerts
To manage your alerts:
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Click Admin in the toolbar in the upper-right corner of the window.
The System Administrator Dashboard page opens.
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Click Manage Company link in the Company Administration column.
The Manage Company page opens.
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Select the Alerts tab.
The Alerts page opens.
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Find the alert you want to configure.
See the Alert Setting Definitions section below to learn more about each of the alert settings.
Most alerts have three settings:
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Initial Alert setting: "If X does not happen in Y days, send alert."
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Escalation Setting : "If X does not happen in Y days, escalate alert."
Escalating an alert brings the alert to the attention of a manager.
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Email Alert Setting: Yes / No setting that enables or disables email alerts.
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Select how many days you want to allow prior to the initial alert being sent from the Initial Alert field.
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Select how many days you want to allow prior to the escalation alert being sent from the Escalation Alert field.
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Do one of the following:
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Select the Yes option in the column on the right side of the page to allow email notifications.
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Select the No option in the column on the right side of the page to disallow email notifications.
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Click Update at the bottom-center of the page.
The page refreshes. Your changes are saved.
Alert Setting Definitions
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Alert Name |
Description |
|---|---|
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Issue Alert |
Sends an alert if the assignee of a task has not taken action within X number of days. |
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Project Schedule Update Alert |
Sends an alert if a project schedule has not been updated in X number of days. |
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Sends an alert if a project's actual budget is a certain percentage over the proposed budget. To configure how the system determines if a project is over the proposed budget:
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Project Schedule Status Alert |
Sends an alert if a project's schedule is a certain percentage behind schedule. |
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Task Approaching Alerts |
Sends an alert to a task assignee of any schedule task that is approaching within X number of days. If you want to send Workflow Step Completion notifications, you must set the Email Task Approaching Alerts setting to Yes. Learn who receive these notifications. Task approaching alerts can be disabled by selecting Disabled from the Days field while still having the Workflow Step Completion notifications enabled. Important!
If you previously have not had the Email Task Approaching Alerts setting set to Yes, the system will send ALL accumulated email alerts to the email addresses of users assigned to tasks. We recommend that if you want to enable this setting, you first set an email filter to prevent these obsolete emails from being sent to your users. The filter you set is highly dependent upon how your other alerts are configured. We recommend you consult with your Accruent representative to ensure that this filter is configured correctly. |
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Task Overrun Alerts |
Enabling this setting tells the system to send three types of emails each night.
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Lease Expiration Alerts |
Sends an alert if the Action Complete check box is not selected within X days of the Notice End Date. Alerts are also sent out if you are within X days of the key date Notice Begin Date, Notice End Date, Tickler Date, and Contract Lease Expiration Date. |
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Inventory Alert Email Setting |
Alert is only sent to equipment managers. The system scans all parts, looking at quantities on hand, quantities that have already been ordered, and the minimum supply level to keep on hand. If the quantities are too low, the part will be added to the alert list. |
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Warranty Expire Alerts |
Sends an alert if a warranty is expiring within X days. |
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Allows you to control whether your users receive alerts when you perform bulk membership updates on the Manage Membership pages. Important!
This setting only enables and disables email alerts for bulk membership updates. Individual membership updates will still generate an alert. |
