Managing Alert Types

When performing a business process, users might encounter roadblocks such as a hardware failure, software issues, or missing information.

Here's the division of responsibilities for administrators and users:

• Administrators - create alert types that can be associated with reconciliations or transactions and define a repeatable procedure that captures critical information and assigns key personnel for issue resolution when that type of issue comes up for users.

• Users - create alerts when they hit an issue using the system that identifies the problem, and attach it to the reconciliation or transaction.

For example, a user is running a business process and can’t log on to the system. The user selects an alert type, which directs the alert to the proper resources to resolve their issue.

Administrator Tasks for Alert Types

• Creating Alert Types
• Viewing Alert Types
• Viewing Alert Type History
• Searching and Filtering Alert Types
• Editing Alert Types
• Deleting Alert Types

For information on how users create the actual alerts, see Creating Alerts to Resolve Roadblocks in Reconciling Accounts with Account Reconciliation.