Workflow - Alerts Manager: Adding an Alert
Adding an Alert
Set up an automated exception rule:
- XPLAN button, Administration Functions > Alerts Manager
- Click the Add button to create a new rule
Primary Tab
Understand how to create an Alert and enter details into the Primary Tab of the Alert
- To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)
Completing the Primary Tab
- You can Import an Alert rule from another site.
- Give the Alert a name
- Select the Entity Type to be examined
- Notify Entity by Email – when set to Yes this will send an email to the breaching entity - Entity Email Template is used to generate an email to breaching entities; Entity XMerge Template is used to generate a PDF which is attached to sent emails.
- Select who to notify
- Select the notification method, either by Email or Message Envelope
- Notification Type - for email notifications, select either:
- Brief Details - information similar to the Brief Details shown when you view a list of breaches
- Extended Details - information similar to the Full Details shown when you view a list of breaches
- XMerge Template - select an XMerge template to use to generate the content of the email.
- Assign the user that will be assigned a task when the rule breaches. Dynamic User allows for the assigned user to be either relative to the client who breaches the rule, or a Group Role for the client adviser's Primary group.
- Assign a Type of either Compliance or Marketing (a sales opportunity)
- Assign the category (useful for reporting and viewing).
- Select the breach level. Notify and Warn do not require action from the assigned user. Breach does require action
- Override Breach Message allows for the default breach message to be replaced with a custom breach message
Schedule Tab
Understand how to enter details into the Schedule Tab of the Alert
- To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)
Completing the Schedule Tab
- Set the schedule to run yes or no.
- Set the schedule for the report.
Criteria Tab
Understand how to enter details into the Criteria Tab of the Alert
- To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)
Completing the Criteria Tab
- Define the exception criteria for your rule
- Example: No meeting notes made against a client file within last 6 months
Permission Tab
Understand how to enter details into the Permission and Outcomes Tab of the Alert
- To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)
Completing the Permission Tab:
- Select whether the rule will be shared
- Set who can edit the rule.
Outcomes Tab
Understand how to enter details into the Permission and Outcomes Tab of the Alert
- To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)
Completing the Outcomes Tab
- Do not create task/thread - No tasks/threads are created by this alert rule.
- Auto create at most one task/thread per entity per alert - A breaching entity will have a task/thread created only if the entity does not already have a task/thread for previously breaching the alert rule.
-
Auto create one task/thread per entity per occurrence - A breaching entity will have a task/thread created. Each time the entity breaches the alert rule a new task/thread will be created.
Click the Save button when finished.
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