Managing Shell Alerts

You can create customized alerts for a specific condition or event. For example, you could set up an alert that sends you an email letting if a fund amount on the funding sheet has reached a certain level.

Alerts are created by creating an Alert-type user-defined report.

To create an alert:

  1. Create an Alert report in user-defined reports.
  2. Open a shell and click Alerts in the Navigator. The Alerts log opens.
  3. Click New. The Alert window opens.
  4. Complete the window as described in the table below.
  5. Click OK to close the Alert window.

In this field

Do this

Report Name

Click the Select button. The list of user-defined alert reports for the shell opens. Select a report from the list and click the Open button. You can also click the Find button and enter search criteria to locate a specific report.

Note: Reports that are already used to create an alert are shown with a check mark. You can create more than one alert for each report.

Description

Populated automatically with the report description, if one exists.

Alert Title

Appears as the title of the alert in the log and on the alert sent. By default, the field shows the report name, but you can change the name.

Frequency

How often you want the alert to be sent when the trigger condition is met:

Never: Alerts are not sent.

Hourly: Sent every hour, at about 20 minutes past the hour.

Daily: Daily at about 2:20 a.m.

Weekly: Sent on Mondays at about 2:20 a.m.

Monthly: Sent on the first day of the month, about 2:20 a.m.

Times might vary. The times are based on the Unifier server used, which operate on the Pacific Time Zone.

Note: If you choose a frequency other than never, you must specify a method and message.

Method

Select one or both of the methods to be notified of the alert. For email, the address in your user profile is used).

Message

Type a message that you want included in the alert. Remember that this is an alert that only you see, so enter as much or as little detail as you need.

To edit alerts:

  1. Open a shell and click Alerts in the Navigator. The Alerts log opens.
  2. Select an alert and click Open. The Alert window opens.
  3. Make changes to the alert as needed and click OK.

To delete an alert:

Open a shell and click Alerts in the Navigator. The Alerts log opens. Select an alert and click Delete.


Last Published Friday, October 4, 2024