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Administering Oracle CRM On Demand > Company Administration > Alert Management > Publishing Company-Wide Alerts

Publishing Company-Wide Alerts

Company-wide alerts appear on each employee's My Homepage. You can use alerts to broadcast company-wide information, such as meeting notices and policy changes. You can also configure an alert to display information whenever a user logs in to Oracle CRM On Demand.

NOTE: Alerts announcing that a forecast has been generated remain on the employees' My Homepage for two days. To extend the period the alert appears, make the changes on the Alert Edit page after the alert first appears. For instructions, follow the procedure in this section.

You can link files or URLs to alerts. For example, when creating a meeting notice alert, you can add a link to a Web page with directions to the meeting location. Instead of displaying alerts to all users in your company, you can also assign alerts to specific roles. In general, users can review only the alerts that are displayed for all users, and the alerts that are configured to be displayed for their own role. However, if your role includes the Manage Company privilege, then you can review all alerts, including the alerts that are restricted to certain roles.

Before you begin. (Optional) Create or locate a Web page or file that contains information you want to share. Make sure that the path to the Web page or file is accessible to your users. To perform this procedure, your role must include the Manage Company privilege.

To create or update company-wide alerts

1. In the upper right corner of any page, click the Admin global link.
2. In the Company Administration section, click the Company Administration link.
3. In the Alert Management section, click the Company Alerts link.

   The Alerts page appears with a list of company alerts.

4. On the Alerts page, do one of the following:
   • Click the New button.
   • Click the title of the alert you want to edit, and then click the Edit button.
5. On the New Alert or Alert Edit page, complete the required information.
6. Save the alert.
7. To add an attachment to the alert, click the alert title on the Alerts list page to open the alert details.
8. Click the Attachments tab on the Alert Information page.
9. Click the Add Attachment button, and enter the information.
10. On the Attachment Edit page, click Save.
11. To add a URL to the alert, click the alert title on the Alerts list page to open the alert details.
12. Click the Attachments tab on the Alert Information page.
13. Click the Add URL button, and enter the information.
14. On the Attachment Edit page, click Save.
15. To assign an alert to a specific role, click the alert title on the Alerts list page to open the alert details.

    NOTE: If no role is selected, then the alert is displayed to all users and roles in the company.

16. Click the Associated Roles tab on the Alert Information page.
17. Click the Add button.
18. In the Search for a Role dialog, search for the appropriate role, and click Select.
19. When done adding roles, click Save.

    The Search for a Role dialog closes and the Alert Information page now displays the selected role(s) for the alert.