Recent changes to Alert_notifications

Alert_notifications modified by Kenneth Tanzer

Kenneth Tanzer — Fri, 04 Oct 2019 19:33:29 -0000

--- v9
+++ v10
@@ -38,7 +38,7 @@

 ## Who to notify

-[File:alert_notify_who_to_notify.png] 
+[[ img src=Alert_notify_who_to_notify.png]]

 This section specifies who gets notified. 

@@ -57,7 +57,7 @@

 ## Notification based on record values

-[File:alert_notify_advanced_triggering.png] 
+[[img src=Alert_notify_advanced_triggering.png]] 

   * 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 
@@ -67,7 +67,7 @@

 ## Purpose and comments

-[File:alert_notify_purpose_and_comments.png] 
+[[img src=Alert_notify_purpose_and_comments.png]]

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

Alert_notifications modified by Kenneth Tanzer

Kenneth Tanzer — Fri, 04 Oct 2019 19:32:17 -0000

--- v8
+++ v9
@@ -24,7 +24,7 @@

 ## Basic Setup

-[[img:src=Alert_notify_basic_setup.png]]
+[[img src=Alert_notify_basic_setup.png]]

 In this section, choose:

Alert_notifications modified by Kenneth Tanzer

Kenneth Tanzer — Fri, 04 Oct 2019 19:31:38 -0000

--- v7
+++ v8
@@ -24,7 +24,7 @@

 ## Basic Setup

-[[img:src=alert_notify_basic_setup.png]]
+[[img:src=Alert_notify_basic_setup.png]]

 In this section, choose:

Alert_notifications modified by Kenneth Tanzer

Kenneth Tanzer — Fri, 04 Oct 2019 19:30:59 -0000

--- v6
+++ v7
@@ -24,7 +24,7 @@

 ## Basic Setup

-[File:alert_notify_basic_setup.png] 
+[[img:src=alert_notify_basic_setup.png]]

 In this section, choose:

Alert_notifications modified by Kenneth Tanzer

Kenneth Tanzer — Tue, 06 Aug 2013 12:38:08 -0000

--- v5
+++ v6
@@ -2,7 +2,7 @@

 ## 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: 
+By setting up an alert notification record, different events can generate an [alert](Alerts). 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

Alert_notifications modified by Kenneth Tanzer

Kenneth Tanzer — Tue, 06 Aug 2013 12:38:08 -0000

--- v4
+++ v5
@@ -1,3 +1,7 @@
+[TOC]
+
+## 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 
@@ -6,12 +10,71 @@
   * A new staff account is created 
   * Someone moves into your housing 

-Alert notifications can be added from your own staff page. 
+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].

-[File:screen_alert_notify.png] 
+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
+
+[File:alert_notify_basic_setup.png] 
+
+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
+
+[File:alert_notify_who_to_notify.png] 
+
+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
+
+[File:alert_notify_advanced_triggering.png] 
+
+  * 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
+
+[File:alert_notify_purpose_and_comments.png] 
+
+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:

Alert_notifications modified by Sarah

Sarah — Tue, 06 Aug 2013 12:38:08 -0000

--- v3
+++ v4
@@ -1,4 +1,4 @@
-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, delet actionss, or for any actions. Here are some examples of what you might use these for: 
+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

Alert_notifications modified by Kenneth Tanzer

Kenneth Tanzer — Tue, 06 Aug 2013 12:38:08 -0000

--- v2
+++ v3
@@ -7,6 +7,9 @@
   * Someone moves into your housing

 Alert notifications can be added from your own staff page. 
+    
+    AGENCY can be configured so that alerts will generate an [Email_notification].
+    

 [File:screen_alert_notify.png]

Alert_notifications modified by Kenneth Tanzer

Kenneth Tanzer — Tue, 06 Aug 2013 12:38:08 -0000

--- v1
+++ v2
@@ -9,5 +9,16 @@
 Alert notifications can be added from your own staff page.

 [File:screen_alert_notify.png] 
+    
+    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:User][Category:Admin]

Alert_notifications modified by Kenneth Tanzer

Kenneth Tanzer — Tue, 06 Aug 2013 12:38:07 -0000

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, delet actionss, 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.

[File:screen_alert_notify.png]

[Category:User]