Create an alert type

Note: You must have the Manage Signal Configurations permission or be a superuser to access this page. A newly installed Signal Configuration needs to be refreshed once before trying to create views/add alert types.

1.         In the left navigation pane, click the Settings icon (Settings icon).

2.         From the Configure System menu, select Manage Signal Configurations.

3.         (Optional) If the ID column doesn't appear to the right of the Name column:

A.        Click the Columns link above the table.

B.        From the Available Columns list, select ID and click the right-arrow (Right arrow) to move it to the Selected Columns list.

C.        In the Selected Columns list, click ID and use the up-arrow (Up arrow) to move it under Name.

D.        Click OK.

4.         Find the configuration to which you want to define an alert type, click the Row Action menu (Row Action menu icon), then select Edit Alert Types.

Note: This is also the page you will use to edit an existing alert type.

5.         In the top left corner, click Add Alert Type.

6.         In the Label field, type a unique and descriptive label for the alert type. This will be used as the tab label.

7.         In the Description field, describe how the alert gets populated. This will become the hover help text for the tab.

8.         To make this a tracked alert, select the Tracked alert checkbox, provide a one-letter abbreviation, and select a color to associate with the alert type. The abbreviation and color appears on the alert tab and cells on the Product-Event Combinations table.

 Note: If you don't select Tracked alert, this will be an informational alert type. Informational alerts are not counted in the aggregate tracked alert totals displayed in Products By cards, the Alert Reviewed column of the Products table, the Product Summary panel, and on SOC cards.

9.         Specify whether to base alert type rules on review periods or the complexity level/periodicity.

A.        If you select Review period, for each period:

i.           Click the Row Action menu (Row Action menu icon).

ii.          Select Import from View.

iii.        Select the view to be used as the alert type rule. The alert type rule is derived from the view, which means the view needs to have already been created. Do this before accessing the Add/Edit Alert Type page.

iv.        Click OK.

Empirica Signal imports the view and populates the Condition, Selected Columns, and Sorted by columns.

 Note: If the signal configuration has Review Periods disabled, then during refresh, when alerts are calculated, only the first Review period rule will be considered.

B.        If you select Complexity level /periodicity (recurrence at a regular interval), create rules for each complexity level:

i.           Click the Row Action menu (Row Action menu icon).

ii.          Select Import from View.

iii.        Select the view to be used as the alert type rule.

iv.        Click OK.

v.         Enter a value in the Periodicity field.

Empirica Signal imports the view and populates the Condition, Selected Columns, and Sorted by columns from the imported view.

Note:  Empirica Signal uses the product’s complexity level to determine which alert type rule to use. The product’s birthdate and the alert type rule’s periodicity determine if the alert rule should be considered during refresh. For example, if the product birthdate is February and the periodicity is three months, the alert will be triggered in May, August, November, and February. To be considered for complexity-based alert calculations, a product needs both complexity and birthdate values.

10.   Click Save.

Empirica Signal imports the view and populates the Condition, Selected Columns, and Sorted by columns. The alert type appears as the last row of the Edit Alert Types page. The newly added alert type is deactivated by default. This means that Active in next refresh is set to No for the alert type. The alert type must be Activated to take effect.