Viewing Alerts from Alert List

You can view and work with alerts from the Alerts list. The list displays the alert name, status, priority, end date, alert type, and other information.

To access the Alerts list:

  1. On the Home page, click Tasks.
  2. Click Alerts from the left navigation.

    The Alerts page displays any existing alerts for the specified period. You can open and work with the alert.

You can filter the list and select the columns that you want to display.

Note:

  • Alerts and their status are also displayed at the top of the list on the Worklist tab.
  • If you've previously accessed the Alerts list, the filters that you had selected, including the Year and Period filter, are displayed. However, you've the option to remove the Year and Period filter bar and add any other filters.

    If you're accessing the Alerts list for the first time, you'll not see the Year and Period within the filter bar. Instead, the Status filter is displayed by default. This enables you to view all alerts that you need to work on, regardless of the period with which the alerts are associated.

  • The Alert Actions banner shows a status icon with a description that indicates the current status of the alert.

When you open an alert, the system displays the alert information and a work area. The top bar displays the object name. The Alert name is displayed above the parent object (task, schedule, and so on). The Actions menu contains available action options depending on your role and the workflow for the alert. See Alert Actions.

If one of these actions is available, it's displayed as a separate button in the top bar:

  • Submit

  • Approve

  • Reject

  • Claim

  • Release

  • Request Information

  • Reopen

The Summary board displays a graphic summary of the alert status. The items displayed depend on the workflow.

  • Days Left - Indicates the days left before the alert is due to be resolved. If a user is currently working on a alert, it will show the days remaining for their part of the workflow. Otherwise, it will show the overall days remaining.

    If there are only hours left, this is displayed as Hours Left or Minutes Left. If it's beyond the End Date value, then it displays Days Past Due.

  • Priority - Displays the current priority of the alerts.

  • New Comments - Displays the number of comments that you've not yet viewed.

  • Questions - Displays the number of questions that you are required to answer before submitting or approving the alert.

  • Attributes - Displays the number of attributes you're required to set before submitting or approving the alert.

  • Alerts - Displays the number of open alerts associated with this alert.

To view alerts:

  1. From a task, click the Alerts tab on the right side.
  2. Click an alert name to drill down and view additional detail about the alert, or select an alert and click Open.
  3. Optional: To search for an alert, in the Search box, enter search criteria.
  4. Optional: To select columns to display, from Actions in the Alerts tab, click Select Columns, and select the columns to display, or select Show All.
  5. Optional: To export alerts, from the Actions menu, click Export to Excel.
  6. To create an alert, see Creating Alerts.
  7. To perform an action on the alert, see Alert Actions.
  8. To refresh the alert list, click Refresh.