Updating Alerts

When you open an alert from the Alerts list, you can view the instructions, answer any required questions, and add comments or viewers.

If needed, you can create alerts on alerts. For example, this would allow you to create sub-alerts for a "System Down" issue to work separately on network and power issues.

After you've completed updating the alert information, you can perform actions on the alert, depending on your role and the alert status. See Alert Actions.

To update alert information:

1. On the Home page, click Tasks, and then click the Alerts tab on the left to open the Alerts main page.
2. From the Alert list, select and open an alert.
3. Optional: To update the alert properties, select the Properties drawer on the right, and edit the properties as needed.

   If you are the Owner, you can edit the Name, Priority, Owner, End Date, and Description.

   If you are the Approver, you can edit the Name and Priority.

4. Optional: Select the Instructions drawer on the right, and if any instructions are attached to the alert, perform the required instructions.
5. Optional: Click the Workflow drawer on the right to view the current progress of the task as it is worked on by the assigned users.
6. Optional: Select the Associated Objects drawer on the right to view any objects that are associated with the alert, such as a task, schedule, or an associated alert.
7. Optional: Click the Alerts drawer on the right to create or select an existing alert.

   • To create a new alert for the alert, click Create Alert and enter the alert information. See Creating Alerts.

   • To associate an existing alert with the object, click Existing Alert and select an alert from the Alert list.

     By default, the alerts from the current period are displayed. You can change the filter to select alerts from any period.

8. Optional: Click the Attributes tab on the right to view the attributes relevant to your role on the alert. If an attribute list is available, you can select an attribute for the alert.
9. Optional: Click the Questions tab on the right to view and answer any questions required for the alert.
   If you're the Owner (the user who created the alert), you can also be asked questions. This allows key details to be gathered from the user experiencing the issue.
10. Optional: Click the Comments tab on the right to enter a new comment, and then click Post.

    If there are saved comments, they are displayed in chronological order under the entry area, with the latest comments first. If there are more than three comments, the system displays a Show All Comments link.

    To attach a file or link to a URL as a reference:

    • Click Attach a file, select and attach a file, and then click OK.

    • Click Attach a link, enter a URL, and click OK.

11. Optional: Click the Viewers tab on the right to add viewers to the alert.

    • To select viewers from the Member Selector, click Add , enter or select the name of the user, group, or team that will have view access to the alert, and then click OK.

    • To add a user outside the system who must be notified about the alert, click Add External User . Enter a user's Email Address, select a Notification Priority, and then click OK.

      Note:

      An external user won't have any visibility or access to the alert, they'll only receive notifications about it.

      Notifications will be sent for the priority level or higher. For example, if set to High, the notification will only be sent when the alert is set to High. If set to Low, then they will be notified for all priority levels (Low, Medium, and High).

12. Optional: Click the History tab to view all actions performed since the alert was created. This is a read-only tab.
13. To select an action for the alert, see Alert Actions.