Alerts and Manual Alerts

Owned by John Kostakos
Last updated: Oct 18, 2022
3 min read

Overview

Alerts draw attention to information related to a site/person/organization record (referred to as "site" throughout the rest of this page) or to another related site if it is included in a Portfolio.

Standard system alerts provide information on any expired permits needing renewal, outstanding financial balances, or open compliance actions.

Alerts can also be added manually to a site to indicate there is a hazard at a site, such as chemical contamination or dangerous animals. Manual alert types are configurable (via the admin lookup page) to support standardization.

Viewing Alerts

Alerts display in the right sidebar of the detail pages for sites, permits, evaluations, and compliance actions.

Site Alerts

If the alert is for the current site, it displays under the Site heading:

Site alerts allow users to navigate directly to the related record that is the source of the alert by clicking on the alert. For example, clicking the permit alert above navigates to the Permit Details page for that permit.

Portfolio Alerts

If the alert is for a related site in a portfolio, it displays under the Portfolio heading:

Portfolio alerts display an alert type and a count of the number of alerts for that type. In the above example, there are 177 permit alerts in the Acme Asbestos Control portfolio.

Clicking the View all alerts... link opens an alert window displaying all of the alerts for the portfolio. From the Alerts window, users can click the related site names to open the related sites, or can click the Manage Portfolio button to access the portfolio. Note that users must have the "Portfolios - Administrator" security permission to manage a portfolio.

Managing Manual Alerts

Manual alerts can be added to a site to indicate some sort of hazard on the site. 

To add a manual alert:

  • Open the Site Details page for the site to which the alert is to be added.

  • Click the Edit Alerts button.

  • A window appears listing any existing alerts.

  • Click Add Alert.

  • A new row appears in the alert list.

  • Select the alert type from the Type dropdown.

  • If the alert is temporary, you can specify an End Date.

  • If necessary, you can add a comment to be displayed on the Site Details page.

     

  • Click Save. 

  • Click Close to return to the Site Details page. The new alert is displayed under the Alerts heading.



To edit a manual alert:

  • Open the Site Details page for the site containing the alert.

  • Click the Edit Alerts button.

  • A window appears listing existing alerts.

  • Select the particular alert and click Edit.

  • Update the End Date.

  • Click Save.

  • Click Close to return to the Site Details page. The alert displays under the Alerts heading based upon the End Date that was specified.