User alerts can be set against various compliance and other criteria to create automated notifications/reminders.
Notifications will appear in both the organisation and individual systems.
Step 1: Go to Settings from you Comply.
Step 2: Under System Set Up click User Alerts.
Step 3: Click the plus button below the User Alert List heading.
Note: If you want the alert to be applied across all branches of your organisation, you click All at the top right drop down. If only applied to a certain branch, you select it from the drop down before proceeding to the steps below.
Step 4: Give the User Alert name - eg YellowCard60.
Step 5: Using the dropdown boxes choose the alert criteria you require. Select what is the user alert for, alert type, expiry and employee type from the list.
-User Alert For is the module where you wanted the alert to appear. You can set up each alert for Compliance, CPD, Immunisation Register, Registrations Licenses and Permits, Residency and Performance & WHS.
- The Alert Type will show fields related to what you have chosen above.
- Expiry is the period (10/30/60/90 days) when you wanted to have the notification bell to pop up and remind you of records that are expiring within 10/30/60/90 days.
- Employee Type is for the worker category that you have in your system to whom the alert is applied for.
Step 6: Click save.
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