An Alert is an automated message sent within ETO or via email to a specific set of individuals when defined conditions are met. Before creating an alert, you must have:
A Core Condition
A Recipient Group
Steps to create a new Alert
Step 1 - Create Core Condition and Test Core Condition.
This determines when the alert should trigger.
Step 2 - Create Recipient Group.
This determines who should receive the alert.
Step 3 - Click Manage Alerts under the Site Administration section on the Navigation Bar.
Step 4 - Click the Add New Alert button on the top left.
Step 5 - Name the Alert.
Step 6 - Select the desired Core Condition in the Trigger drop box within the Trigger Tab.
Then, choose the date or date field associated with the alert.
(Optional) Under the Due Date settings, set the Effective Date to create a Time-Based Alert.
Alerts can be configured with a delay so they activate after a set amount of time. The delay begins either after the alert is triggered or when a referenced date element changes.
Delays can be configured in days, weeks, months, or years. Until the delay period is met, the alert remains inactive and does not appear to users.
Step 7 - Select the desired Sites and Programs for which the Alert should be triggered within the Availability tab.
Step 8 - Write the desired Alert Message within the Content tab.
Notice that you can select data from ETO to dynamically merge into the message by dragging the items from the Reference Column on the left into the Message box on the right.
NOTE: Normally, when an Alert generates an email, only the “Subject” is included in the email text. That’s because the “Message” section can include data (and potentially PII) from the database.
Support has a waiver that has to be signed in order to turn the customization on because of the potential for PII to be release via email in the application if not utilized properly. Please email us at eto@bonterratech.com to begin this process.
Step 9 - Use the Links tab to add action links to the Alert
These Links direct recipients to the appropriate ETO screens that allow them to complete actions specified in the Alert message. Links will appear with the alert content if the recipient has the correct security to access the link's destination. If the user does not have the correct security, the link will not appear at all.
View Dashboard, Dismiss from Program, and Record TouchPoint, are just some of the link examples. Options like Record TouchPoint allow for further direction by selecting the specific TouchPoint under Available Values.
Step 10 - Select the desired Recipient Group(s) to receive the Alert within the Recipients tab.
Then check the Send Email option to have Recipients receive the Alert as an email in addition to seeing the Alert within ETO.
Step 11 - Use the Manage Alert tab to grant Users the ability to manage the Alert.
Step 12 - Use the Summary tab to see an overview of the parameters you have set and once satisfied with the settings Save the Alert.
Note: Email messages typically include only the subject unless email customization is enabled by support.