Email Alert Criteria

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Email Alerts are sent based on a set criteria. System Administrators have the ability to define the criteria and also disable the alert if so desired.

Quick Steps Example: Defining Email Alert Criteria

1.

Open the System Functions module by selecting the System Functions tab in the main menu.

2.

On the vertical menu select Set-Up, then select Edit Forms.

3.

In the Recording Form drop down, select the Recording Form associated with the alert.

4.

In the Section drop down, select Email Alerts

5.

The Email Alerts criteria available for this recording form will appear.

6.

Enter the appropriate criteria. For example for the overdue corrective action email alert enter the number of days past the estimated completion date for which the email should be sent.

7.

Select the Save button.

Quick Steps Example: Archiving an Email Alert

1.

Open the System Functions module by selecting the System Functions tab in the main menu.

2.

On the vertical menu select Set-Up, then select Edit Forms.

3.

In the Recording Form drop down, select the Recording Form associated with the alert.

4.

In the Section drop down, select Email Alerts

5.

Select Disable in the status column, for the Email Alert you wish to archive.

6.

Select the Save button. The Alert will no long be sent.