Alert_notifications

• Overview
• Basic Setup
• Who to notify
• Notification based on record values
• Purpose and comments
• For Adminstrators

Overview

By setting up an alert notification record, different events can generate an alert. Notifications are triggered by database actions, and can be for add, insert, delete actions, or for any actions. Here are some examples of what you might use these for:

• A new client or donor is registered
• A client of yours enters your emergency shelter
• A donor you're interested in makes a donation
• A new staff account is created
• Someone moves into your housing

Alert notifications can be added from your own staff page. Notifications can be made to groups or to individual staff members

AGENCY can be configured so that alerts will generate an [Email_notification].

The following sections walk you through the different parts of an alert notification record. The screenshots show an example of:

• Notification to a single staff person
• For a one-week period
• For any change to jail records
• For one specific client

Basic Setup

In this section, choose:

• which object you want alerts for
• which actions you want alerts for

• A date range during which this notification is active

  (leave end date blank for open-ended notification)
  The example above would set up a one week notification for any activity involving jail records

Who to notify

This section specifies who gets notified.

• By default, notification is to a single staff member

• You can use any combination of the program/project/project etc. fields to notify a group of staff

  (You will want to unset the staff field in this case)

• In the "match" fields, you can specify a field in the object to be matched against a staff person's information

• (for example, specifying "agency_program_code" in the "match program field" would limit notification to staff in the same program as the record)

• In the "match assignments field" you can specify a client_id field to match against a person's staff assignments

  In the screenshot above, notifications would only be made to the Demo Superuser.

Notification based on record values

• You can limit notifications to only the records where a particular field has a particular value

• You can specify up to 4 pairs of field/value combinations

  In the screenshot above, only records for Client 372 would trigger notification

Purpose and comments

Use this section to describe the purpose of being notified, and any additional comments

For Adminstrators

Note to administrators:  You can enable alert notification for different objects through
the alert_notify_enable() database function.  For example:


agency=> select alert_notify_enable('tbl_bar');       
 alert_notify_enable 
---------------------
 t
(1 row)

[Category:User][Category:Admin]