5 Alerts Management

Alerts are a means of communication between the retailer and its supplier base for the management of urgent issues, such as food scares, and capture of feedback using a customized form, for example, whether the supplier uses a particular ingredient or process in the manufacture of its products. Alerts can be created from the list of Alerts or from the lists of Suppliers or Sites. Alerts are distributed using email and can be targeted at specific sets of suppliers and their manufacturing sites.

This chapter covers managing and responding to alerts.

Managing Alerts

To manage alerts, select the Alerts action. The Alerts tab opens.

Figure 5-1 Alerts Page

For each alert, the following information appears:

• Status of the alert.

• Name of the user who created the alert.

• Date the alert was issued or Unsent.

• Title of the alert.

Create a New Alert

An alert can be created starting either from the Suppliers or Sites tab. To create an alert, select the New Alert action. The New Alert tab opens.

Figure 5-2 New Alert Page

Table 5-1 describes the fields on this page.

Table 5-1 New Alert Tab

Field	Description
Title	Title displayed for the alert. Mandatory field.
Description	Description of the alert. Mandatory field.
Response Required By	Date by which responses must be returned. Mandatory field.
Time (Optional)	Time by which responses must be returned on the due date. Optional field.
Urgent	Check this box if the alert should be marked as urgent in email and response views.
Status	Status of the alert, for example, Sent or Unsent.
Select From	Select to target suppliers, sites, or both for this alert. Mandatory field.
Site Contact Roles	List of site contact roles that can respond to this alert. Field not shown if suppliers is selected in the Select From field.
Requires Acknowledgement	Check this box if an acknowledgement is required from the supplier.
Send Reminder	If Yes is selected, the Frequency and Send Reminders Until fields appear. Select how often to send a reminder and an ending date for reminders. An end date is required.

The following subtabs are available:

• Alert Details

• Recipients: List of users who receive notification when the alert is created.

• Questions: Set of questions that need to be responded to.

• Responses: List of responses to this alert.

• Custom Fields

• Change History

• Attachments: List of documents attached to the alert.

The following actions are available:

• Create Mailing List

• Load Mailing List

• Import Recipients

• Save and Send

For information on mailing lists, see the Oracle Retail Supplier Evaluation Cloud Service Management Administration Guide.

View or Edit an Existing Alert

Select an alert on the Alerts page. Select the View or Edit action. A tab opens for the selected alert.

Figure 5-3 Alert Details Page

For information on these fields and subtabs, see Create a New Alert.

To see the question details, select the Questions subtab. The retailer user sees the table of the question details (the Alert Questions field-set) and a preview of how they will be presented to the supplier user (the Alert Answers field-set).

Figure 5-4 Alert Questions Page

Importing Recipients

The list of Recipients of the alert can also be populated by uploading a spreadsheet of Suppliers and/or Sites. This may have been created outside of the application or by downloading a suitable list view or report output.

To import recipients:

1. Open the Alert in edit mode.

2. Select the Import Recipients option in the Actions menu. The Import Recipients dialog box appears. It shows the options available.

   

3. To locate the spreadsheet file (.xlsx or .xls file) to import, click Choose File.

   The spreadsheet comprises the following columns:

   Column	Contents	Notes
   A	Supplier Name	Must be populated for Supplier recipients. Must match that in the application for the given Supplier Code.
   B	Supplier Code	Supplier Code must be populated for Supplier recipients.
   C	Site Name	Site Name must be populated for Site recipients. Must match that in the application for the given Site Code.
   D	Site Code	Site Code must be populated for Site recipients.

   The first row is reserved for the column headings.

4. Choose if existing recipients are to be overwritten; leave the Overwrite Existing checkbox unchecked to retain the existing recipients.
5. Indicate the type of recipients the file contains (Suppliers, Sites, or Suppliers & Sites). If this differs from the Select From option on the Details page, the Select From option will be reset accordingly, as will the selections in the Supplier and/or Site Recipients on the Recipients tab.
6. Click Ok to proceed.

Responding to Alerts

To manage the responses to alerts, select the Alert Responses action. The Alert Responses tab opens.

Figure 5-5 Alert Responses Page

Table 5-2 describes the columns in this page.

Table 5-2 Alert Responses

Field	Description
Alert Date	Date the alert was created.
Title	Title of the alert.
Status	Status of the alert:
	Response is needed.
	Response received.
	Urgent alert item.
	No response needed.
Supplier Name	Name of the supplier that issued the response.
Site Name	Name of the site that issued the response.
Responded On	Date when a response was submitted.

To see the details on a specific alert response, double-click the row. A tab opens with the details of the response.

Figure 5-6 Alert Response Details Page