General Information
Default Menu Location Maintanence >> Address Book >> Contact
Screen Name CONTACT
Function The
Alerts tab on the
Users screen is used to notify system users of up coming schedules, events, and etc.
 User Attribute Screen |
Users screen is a jump screen from the
Contact screen.
- Edit the alerts directly inside of the grid by clicking Edit
- To have a Microsoft Agent notify you of your alerts, check the Use Agent box and select your agent from the Agent Name drop-down menu.
- The Interval is how often the system will notify you
- The format of this is ' *w *d *h *m ' (representing weeks, days, hours and minutes - where * can be any number)
- Examples: 4d, 5h 30m, 60m and 3w
How To Edit Attributes
Contact Screen- To edit attributes for a contact or see all of the available attributes, click the Edit Attributes button
 Users Attributes |
- Edit Attributes button and Hide Attributes button toggle between a display of the current attributes and all of the other attributes that are available to assigned to the contact.
- Check the box to the right of the attribute to add or edit
Alerts
Expiring Contracts Display: To display a list of all contracts expiring in the next 30 days of which you are the contract manager
Expiring Contracts: To notify all contracts expiring in the next 30 days, of which you are the contract manager
High Priority Task Alert: To notify when there is an incomplete Emergency Service Order
- This alert applies to all tasks and all assignments (An Emergency task is defined as a task that has been created with an Emergency Task Priority.)
OverDue Task List: To email a list of overdue tasks that are assigned to you
- A task is overdue when its due date is before current date.
OverDue Task List (Display): To display a pop-up list of all overdue tasks in the system
OverDue Task List (Res): To notify all overdue tasks assigned to you
OverDue Task List (Res) (Dis): To display a pop-up list of all overdue tasks assign to you
Pending Notes: To notify when you have a follow-up note due
Pending Task Alert: To notify an upcoming task in the near future
- You will be notified 30 minutes in advance of the task's start time
Time Critical Task List: To email a list of incomplete, time critical tasks assigned to you
- A Time Critical task is defined as a task that has been created with a Time Critical Task Priority.
Time Critical Task List (Display): To display a pop-up list of incomplete, time critical tasks assigned to you
Time Critical Task Overdue: To be notify when there are incomplete, time critical tasks
- This alert applies to all tasks and all assignments
Unresolved Phone Call Alert: To notify when you have a phone call to write notes about
- This is only used with the Adjutant Telephony module
Weekly Time Sheet Alert: To notify when your weekly time sheet does not have at least 40 hours in the last seven days
Yesterday Time Sheet Alert: To notify when your weekly time sheet does not have at least 8 hours from the previous day
