Alert Actions
The actions available for an alert depend on its ownership, status, and the security rights assigned to the user. For example, you can request information, submit, approve, claim, or reassign an alert, depending on your role and access.
Here's the table that lists the actions available and the required roles.
Table 6-3 Alert Actions and Available Roles
Action | Description | Role |
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Request Information | Allows the Assignee to send the alert back to the Owner to request more information | Assignee |
Submit Alert | Allows the Owner or Assignee to submit the alert | Owner, Assignee |
Approve Alert | Allows the Approver to approve the alert | Approver |
Reject Alert | Allows the Approver to reject the alert | Approver |
Claim Alert | Allows a team member assigned to the alert to claim it. Only available when the alert Assignee or Approver is assigned to a team instead of an individual. Claiming may be done even if the alert is claimed by another team/group member. | Assignee team member |
Release Alert | Allows a team member to release a currently claimed alert | Current claimed assignee team member |
Reassign | Allows an Administrator to reassign the alert to another user | Administrator |
Force Close Alert | Allows an Administrator to change an alert status to Closed, regardless of the current status | Administrator |
Refresh | Updates the alert with latest comments, status, and so on | All |
To perform an action on an alert:
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On the Home page, click Tasks, and then click the Alerts tab on the left to open the Alerts main page.
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From the Alert list, select and open an alert and make sure the required information is completed.
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From the Actions menu, select an available action.
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Request Information
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Submit
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Approve
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Claim
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Release
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Reassign
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Request Reassignment
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Force Close
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Refresh
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