| Field | Description |
|---|
| Alert Rule Name
|
This field displays the names of existing alert rules; or, if you are creating a new alert rule, enter the name of the rule. You can change the name of an existing rule; however, all alert rule names must be unique.
|
| Enabled
|
Select this option to enable the rule. When the alert is Active, this feature allows you to enable only selected rules, without having to delete any unwanted rules. In other words, if the alert is Active, then Vision will run any one of its Enabled rules. If the alert is not Active, then Vision will not run any of its rules, even if rules are Enabled.
|
| Languages
|
This column displays if you use the Vision Multilingual module. Use this column to select the language for this alert. Only employees with the selected language receive the alert. However, if you leave this column blank, all employees receive this alert regardless of their designated language. For example, if you create an email alert for English US and English UK, then only the users that have English US or English UK in the
Language field in the Employee Info Center receive that message. The system administrator must set up a separate alert rule for Spanish employees to receive a message in Spanish. The
Language field displays
<languages selected> if any languages are selected.
|
| Send To
|
|
| Principal-in-Charge
|
Select this option if you an alert to be sent to the principal associated with the plan.
|
| Project Manager
|
Select this option if you want an alert to be sent to the project manager associated with the plan.
|
| Supervisor
|
Select this option if you want an alert to be sent to the supervisor associated with the plan.
|
| Selected Employees
|
On the Employee Lookup, select the employee(s) to which you want an alert to be sent.
|
| Alert Criteria
|
|
| Selected Plans
|
On the Plan lookup, select the plans for which you want to be alerted.
|
| Notify if plan is created
|
Select this option if you want an alert to be sent when a plan is created.
|
| Notify if plan is modified
|
Select this option if you want an alert to be sent when a plan is modified.
|
| Notify if plan is deleted
|
Select this option if you want an alert to be sent when a plan is deleted.
|
| Suppress Alerts if Modified by
|
|
| Principal-In-Charge
|
Select this option if you want to suppress the alert when the plan is modified by the Principal-In-Charge associated with the plan.
|
| Supervisor
|
Select this option if you want to suppress the alert when the plan is modified by the Supervisor associated with the plan.
|
| Project Manager
|
Select this option if you want to suppress the alert when the plan is modified by the Project Manager.
|
| Current User
|
Select this option if you want to suppress the alert when the plan is modified by the Current User.
|
| Delivery Options
|
You can select one or both of these options.
Email
Select this option if you want Vision to send the alert via email. If you select this option, complete the
Email Options fields.
Dashboard
Select this option if you want Vision to send the alert via the dashboard.
|
| Email Options
|
If you selected
Email for the delivery option, these fields are activated.
|
| Subject
|
Enter the subject text for the email.
|
| Message
|
Enter the message text for the email. You can either enter text directly into this field or you can use the text editor, which provides formatting tools.
|