To set up alerts, first go to the Incident Module Setup
Once you're there, click on the 'Alerts' tab on the right side of the page.
Alerts by Priority (Click to Expand)
Alerts by Priority (Click to Expand)
Alerts by Priority will be the default view when you click into the Alerts tab. To view the staff associated with this event, change the dropdown from 'Assigned Contacts' to 'Department Contacts'. A list of staff will appear, along with 4 dots in the center of the screen.
Those dots are Low, Medium, High, and Critical assignment buttons, just clicking on the priorities of the user assigns them automatically (will send those users to the top of the list as you assign).
Additionally, the default communication settings will be BOTH Email and SMS. You can change that by clicking on either the Email or SMS buttons, which will open a popup allowing you to select/deselect the different communication options.
Alerts by Type (Click to Expand)
Alerts by Type (Click to Expand)
There are multiple ways to assign users to Alerts by Type, with both singular and multiple selection options, making it easy to create and manage your type alerts.
Single Type Assignments (Click to Expand)
Single Type Assignments (Click to Expand)
By clicking on the Type you'd like to assign alerts to, it will open up a popup allowing you to assign users to it. Changing the 'Assigned Contacts' dropdown to 'Department Contacts' revealing all staff associated to this event
You can assign single users by clicking the green 'Add User' button on the right, or select multiple users by checking the boxes and clicking the 'Add Staff' button that appears at the top.
To modify communication settings, simply click on the method you want to enable or disable. You can easily remove assigned users by clicking the red "Remove" button on the right.
Multiple Type Assignments (Click to Expand)
Multiple Type Assignments (Click to Expand)
By clicking the 'Multi-Select' option, checkboxes appear next to all the Incident Types.
After selecting the type(s), clicking 'Select Contacts' will open a dropdown, allowing you to multi-select contacts. Clicking 'Assign' will finalize those choices, assigning the selected users to the Type Alerts.
To view a list of users assigned to Type Alerts, simply click the 'Users' tab located next to the 'Type List' tab.
Here, you can view staff assigned to alerts, add additional type alerts to users, change communication settings, edit user details, and remove users from alerts.
