The Manage Alerts page is where Administrators view, create, edit, disable, and delete alerts in ETO. From this page, you can control how alerts behave, who receives them, and when they become active.
Accessing the Manage Alerts Page
Open the left navigation bar.
Select Site Administration
Click Manage Alerts
This page displays all alerts configured for your site, regardless of status.
What You Can Do on the Manage Alerts Page
From this page, Administrators can:
View all existing alerts
Create new alerts
Edit alert configuration
Disable alerts without deleting them
Permanently delete alerts
Understanding the Manage Alerts Table
Each row in the table represents a single alert. The columns provide a high-level summary of how that alert works.
Alert Name
Displays the name of the alert. Alert names should clearly describe:
What triggers the alert
Who it is for
When it should occur
Example: "Intake Follow-Up Required - 7 Days After Intake"
Conditions
Shows the Core Condition(s) that must be met for the alert to trigger
Core Conditions determine:
What data or event is evaluated (e.g. TouchPoint completion, enrollment)
When the alert becomes eligible to fire
If the conditions are not met, the alert will not trigger.
Recipient Group
Displays the Recipient Group(s) assigned to the alert. These groups define who can receive the alert, provided they also have security access to the relevant record.
Take Action Column
The Take Action column allows you to manage each alert directly.
Click Edit (pencil icon) to:
Update the alert name
Change the core condition
Modify recipient groups
Adjust alert timing (including Time-Based Alert delays)
Edit the alert message or links
Change site or program availability
Use this option when alert logic needs to be updated but the alert should remain active.
Click Disable to turn off an alert without deleting it.
Disabled alerts do not trigger or appear to users
The alert configuration is preserved
The alert can be re-enabled later
This is useful for seasonal alerts or alerts that may be reused in the future.
Click Delete (trash icon) to permanently remove an alert.
Important: Deleted alerts cannot be recovered. Use this option only if the alert is no longer needed.
Managing Time-Based Alerts
Alerts may include Time-Based (delayed) logic, which affects when they become active. Time-Based Alerts do not appear in advance of a triggering event. Until the delay period has passed, the alert remains inactive and hidden from users. This delay configuration is part of the alert's Effective Date settings.
Best Practices for Managing Alerts
Use clear, descriptive alert names so alerts are easy to identify in the list
Disable alerts instead of deleting them if you may need them again
Review alerts periodically to ensure recipient groups and conditions are still accurate
For Time-Based Alerts, document the delay logic in the alert name or description to avoid confusion.