Who this guide is for: System administrators – Requires System Setup permission
Overview:
This guide shows how to create a new Alert Group, allowing you to configure rules that trigger alerts for specific absence-related actions within the system.
How Alert Groups Work:
An Alert Group is a container for one or more absence alert rules. These groups are then linked to absence types to trigger notifications when specific patterns occur (e.g., 3 sicknesses in 12 months).
How to Create a New Alert Group:
- Go to Admin > Notifications > Alerts.
- Click the Add Alert Group button at the top of the page.
- Enter the required details:
- Name: Give your alert group a clear, descriptive title.
- Match Type: Choose how multiple alerts should behave (e.g., match all, match any).
- Fill in any other applicable settings as needed.
- Use the info icons beside each field for help.
- Click Save in the top right corner of the page.
Additional Information:
- Alert Group: A set of alert rules used to trigger absence-related notifications.
- Match Type: Determines whether all or any rules must be met to trigger the alert.
- Tip: Keep alert group names short but meaningful to make them easier to assign later.
- After creating the group, you must add individual alert rules and assign the group to the relevant absence types.
- Use the search function within the platform to quickly find features or settings.