Print      Open PDF Version of Online Help

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

Publishing Company-Wide Alerts

You can use alerts to broadcast company-wide information, such as meeting notices and policy changes, to all users. You can also configure the alerts so that they are broadcast only to users who have a certain role. The alerts appear on the user's My Homepage.

You can also configure an alert to display information in a separate pop-up window that appears whenever a user logs in to Oracle CRM On Demand, or in a scrolling text bar at the bottom of each page in Oracle CRM On Demand, or in both of these locations.

An alert window shows the title and description of the alert. The scrolling text bar shows only the title of the alert, but users can view the alert description by hovering their pointer over the alert title. A user can dismiss an alert so that it no longer appears in an alert window or in the scrolling text bar for that user, but the alert continues to be available to the user through the user’s My Homepage.

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.

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. (Optional) If you want the alert to appear in a separate pop-up window when the relevant users sign in, as well as appearing in the Alerts section of My Homepage, then select the Display Popup Window on Sign In check box.
7. (Optional) If you want the alert to appear in a scrolling text bar at the bottom of the page for the relevant users, then select the Scrolling Text Bar check box.

   NOTE: The background color and the text color for the scrolling text bar can be configured for each theme. For information about configuring themes, see Creating New Themes.

8. Save the alert.

To attach a file to an alert

1. Click the alert title on the Alerts list page to open the alert details.
2. In the Attachments related information section of the Alert Information page, click the Add Attachment button, and enter the information.
3. On the Attachment Edit page, click Save.

To attach a URL to an alert

1. Click the alert title on the Alerts list page to open the alert details.
2. In the Attachments related information section of the Alert Information page, click the Add URL button, and enter the information.
3. On the Attachment Edit page, click Save.

To assign an alert to specific roles

1. 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.

2. In the Associated Roles related information section of the Alert Information page, click the Add button.
3. In the Search for a Role dialog, search for the appropriate role, and click Select.
4. When you are finished 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.

Related Topics

• Viewing Alert Acknowledgements