To create a new Alert you will need to navigate to the Alert section and then press the +.  You will then be provided with the Alert entry screen ready for you to complete.


Fig 1 - Alert Form


List of all the fields on the default Alerts entry screen and their meaning.


Field Name
Description
Alert#
Unique identifier for the record, generated by the solution
Alert Name
Title for the Alert
Alert Description
Short description of the Alert and properties
Related Entity

The Contract, Party, Contract Document or Contract Amendment that the Alert should be associated to - default is 'Contract', click in the field to display a drop down list of values that can be selected.

Click in the field underneath to display a drop down list of values for the entity selected i.e. Contract records, if you type in the field then the list will update to try and match your text to a value.

Use the '+ Add New ..... ' option from the drop down list to create a new record if required, once saved this will be allocated to the Alert record.

Use the magnifying glass to display the 'Find' screen to be able to search for the correct Contract/Party using various options.
Linked People or Role
Multi-select of People to be notified of this Alert - this can be both internal and external people to the organisation


Click in the field to display a drop down list of existing values, if you type in the field then the list will update to try and match your text to a value.

The values at the top of the list will be the 'Roles' defined in your accounts, here you can select an Alert to trigger to a specific Role rather than a specific Person.

Configuration setting 'Allow external people to receive Alerts' - is set to Yes then if a Role is assigned to an Alert, any External people also assigned that Role will receive the Alert.

Use the magnifying glass to display the 'Find' screen to be able to search for the correct Person using various options. (Roles are not displayed in this pop up screen)

Use the '+ Add New ..... ' option from the drop down list to create a new Person, once saved this will be allocated to the Alert record.


Once the Alert is Saved, if a Linked Person value has a green tick next to it then they have their 'Communication Enabled' flag set to 'Yes' in their Person record, if not, then this tick will not appear.  Update the value in the Person record to 'Yes' and the green tick will appear in the Alert.  If there is no green tick next to the Linked People name then they will not receive the Alert Email.


Attachment(s)
Attach a copy an associated document pertaining to the Alert - this will be included in the Alert email notification for viewing
From this Devise
Option to select the document from your PC or server
Select File
Choose a file to attach to the Alert from your PC or server
From Document Library
Choose a file to attach to the Alert from the intelligentcontract Library
Snoozed
Indicator if the Alert has been snoozed
Complete?
Indicator if the Alert has been completed
Alert Date Setting
Choose a date to trigger the Alert
Specific Date
Specify an exact date the Alert will trigger
Relative Date
Specify a relative date that the Alert should trigger
Recur Rule
Alerts can be set to recur within certain time periods
Do Not Recur
Choose if the Alert should only trigger one time
Recur
Choose if the Alert should trigger again after a certain time period
Until
Specify an exact date the the recur trigger should complete
Until
Specify a relative date that the recur trigger should complete
Indefinitely
Recur trigger should never complete