This section describes how to view and manage the alerts using the Alerts list. The Alerts list is where you view and manage the alerts. Depending on your security permissions level, you may use the Alerts list to do the following:
- View all the alerts for which you are responsible.
- Filter the alerts per specific item/portfolio.
- Change the Owner of multiple alerts simultaneously.
- Disable/enable multiple Alerts simultaneously.
The Alerts list includes the following areas:
- All Tab-lists all the alerts in the focused hierarchy. For more information on the hierarchy, see Building a Hierarchy in Organizing Hierarchies.
- Search Tab-allows you to search through the Alerts list. For more information on the hierarchy, see Searching for an Object or Folder in Organizing Hierarchies.
- Name-the name of the alert.
- Relationship to Scope
-- shows a graphic symbol that describes the relationship of the alert to the scope item.
Symbols include:
- The scope item limits the alert to itself (super portfolio, portfolio or item, but not Root or Entire System).
- The scope item defines the alert for one or more levels of the portfolios hierarchy below.
- Relevant only for the Item or Portfolio search where the item or portfolio for which the search is being conducted has an alert defined for it via a super portfolio above it, the Root folder or the Entire System
- Scope-the name of the selected portfolio for which the alert is triggered.
- Type- one of the following alert types, appearing in abbreviated form, as listed below:
- Item Added (short for Item/Portfolio added to Portfolio)
- Category Value (short for Category Value Condition Met).
- Category Indicator (short for Category Indicator Condition Met)
- Multiple Category (short for Multiple Category Conditions Met).
- Phase (short for Phase Modified).
- Phase (Spc.) (short for Phase Modified for a specific phase).
- Deliverable- (short for Deliverable Modified).
- Deliverable (Spc.) (short for Deliverable Modified for a specific deliverable).
- Action Item - (short for Action Item Modified).
- Action Item (Spc.) (short for Action Item Modified for a specific action item).
- Owner-the name of the owner of the alert.
- Details area-the Details area contents vary as follows:
- Alert folder-shows the Name, Owner and Description (tooltip contents) of the Alert folder.
- Email alert-shows the Name and Scope of the alert, and the Subject Message, To, Cc, and Bcc of the Email triggered by the alert.
- Workflow alert - shows the Name and Scope of the alert and the name of the Workflow template and Instance to be started by this alert.
- Web service alert - shows the Name and Scope of the Alert and the Web Service URL.
Notes:
- Clicking on any of the list headers sorts the column alphabetically by ascending or descending order.
- Hovering over an alert or alert folder will display the Name, Owner and Description of the alert.
- Enabled alerts appear in black text. Disabled alerts that appear in gray text in the list.