Create an Alert

You can create a custom alert using the Alert Wizard.

To create a custom alert, follow these steps:

1. From the Setup menu, select General > Alerts.

2. In the Module Selection area, select the appropriate Options, Module, and Segment.

   Depending on your selection from the Options drop-down menu, the Groups or the User drop-down menu appears in addition to the Segment drop-down menu.

3. In the Alerts area, click the New button.

   The Alert Wizard window opens.

4. From the Event Type drop-down menu, select an event t Type.

   The event type is the type of event that triggers the alert. When an event is triggered, TMS evaluates the SQL entered and determines if it needs to show an alert. you can choose any of the following event types:

   • Record Load – When you double-click an item (for example, work order or asset), or load a record from the menu, this event is triggered. This is meant to give you information on the current record. For example, you can check for unique fields, or other records with similar data or passed dates.

   • Record Save – When you save an object from the New screen or the Edit screen, this event is triggered. Record Save shows you the alert, and gives you the choice to cancel the save. For example, in the Quarterly Asset Red Flag Test when you save a work order and there is an asset defined, TMS checks if there were three or more work orders created on that asset in the past quarter.

   • Save Material Issue – Work Orders module only

   • Save Time Change – Work Orders module only

   • Form Load – When you open a module on the New, Edit, or Query page, this event is triggered. For example, any time you enter the Work Order module, an alert tells you how many escalated work orders are currently in TMS.

5. In the Title field, enter a title for the alert.

6. In the Description field, enter an extended description of what your alert does.

7. Click Next.

   The SQL window appears.

8. In the Sql field, enter the specific SQL string used to obtain the alert results.

9. From the ConditionOperator drop-down menu, select a condition operator

   In most cases, you want to show an alert when the number of records returned by the query is greater than zero.

10. In the ConditionValue field, enter the value to compare to the number of rows returned.

    Generally, this value is zero or one and must be a whole number.

11. Click Next.

    The Message window appears.

12. In the Message field, enter the message displayed to the user for this alert.

13. Click Next.

14. Click Finish to complete creating the internal alert.

    TMS displays your new alert in the Alerts grid.