Alerts

This guide is for implementers configuring threshold and deadline monitoring rules that automatically flag records needing attention.

Prerequisites

Important

The spp_alerts module must be installed. See Module installation for module installation instructions.

Note

Developer mode must be enabled. Log in as admin, go to Settings > General Settings, and activate developer mode first.

What you'll find here

• Alerts overview - Alert concepts, rule types (threshold and date-based), priority levels, and evaluation

Quick start

1. Go to Settings > Technical, scroll down to Alerts, then click Alert Rules

2. Click New to define a new alert rule

3. Select the Model to Monitor (e.g., Programs, Entitlements)

4. Choose the Rule Type (Threshold or Date/Deadline)

5. Configure the condition (field, operator, value) and set the Priority