Copy a Scheduled Alert

Scheduled Alerts are alerts that are executed according to schedule.

To copy a Scheduled alert:

  1. On the Navigation menu, click Administration » Alerts » Scheduled Alerts.

    The Alerts Form displays.

  2. Select the Area type from the drop-down list where the alert is that you want to copy. The area is the table or main area where you want to perform an action. Selecting an area populates the Alert and the Actions grids.

  3. In the Alerts grid, select the alert that you want to copy and click Copy. A new line is inserted with the copied alert below the selected line.

  4. Make changes as needed in the Alert Table column, Description column, and the Conditions column where you can use the Conditions dialog box to edit the conditions for the alert.

  5. Click the   Schedule button on the Alerts grid toolbar to display the Schedule dialog box where you can set the schedule for the alert.

    Deltek recommends scheduling the alert for a time when processing will not affect normal business processes, for example, 2:00am.

  6. In the Actions grid, edit the actions as needed using the Action, Active, Description, and Conditions columns (where you can use the Conditions dialog box to set the conditions for the alert). You can also use the grid toolbar to insert a new action or delete an existing action. See the Alerts Form for a description of each action.

  7. Click Save on the Scheduled Alerts toolbar.