Create a Scheduled Alert

Scheduled Alerts are alerts that are executed according to schedule.

To create a Scheduled Alert, complete the following steps:

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

    The Alerts Form displays.

  2. Select an Area type from the drop-down list. 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, click Insert to add a new row in the grid.

  4. In the Alert Table column, click and select one of the options from the drop-down list.

  5. Enter the description for the alert in the Description column.

  6. In the Conditions column, click to display the Conditions dialog box where you can set the conditions for the alert. This field changes to "<Conditions Defined>” when you have defined the conditions.

  7. 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.

  8. In the Actions grid, click Insert on the Actions grid toolbar and select one of the actions from the pop-up menu. The actions displayed depend on the area type selected. See the Alerts Form for a description of each action.

  9. Depending on the action selected, a configuration dialog box displays. Enter the required information and click OK.

  10. Enter the description for the action in the Description column.

  11. In the Conditions column, click to display the Conditions dialog box where you can set the conditions for the alert. This field changes to "<Conditions Defined>” when you have defined the conditions.

  12. Click Save on the Scheduled Alerts toolbar.


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