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.
Unique identifier for the record, generated by the solution
Title for the Alert
Short description of the Alert and properties
The Contract or Party that the Alert should be associated to
Either type the name of the Contract/Party directly into the field (if known), or use the magnifying glass to display the 'Find' screen to be able to search for the correct Contract/Party using various options.
Use the + option to create a new Contract/Party, once saved this will be allocated to the Alert record.
Multi-select of People to be notified of this Alert - this can be both internal and external people to the organisation
Either type the name of the Person(s) directly into the field (if known), or use the magnifying glass to display the 'Find' screen to be able to search for the correct Person using various options.
Use the + option to create a new Person, once saved this will be allocated to the Alert record.
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
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
Indicator if the Alert has been snoozed
Indicator if the Alert has been completed
Alert Date Setting
Choose a date to trigger the Alert
Specify an exact date the Alert will trigger
Specify a relative date that the Alert should trigger
Alerts can be set to recur within certain time periods
Do Not Recur
Choose if the Alert should only trigger one time
Choose if the Alert should trigger again after a certain time period
Specify an exact date the the recur trigger should complete
Specify a relative date that the recur trigger should complete
Recur trigger should never complete