Using Alerts

Alerts provide real-time notifications for items that need your attention. They help you stay on top of important items. Alerts are created automatically by the system, ssers do not manually create alerts; instead, the system triggers them when certain actions or deadlines occur. This ensures that advisors are notified in a timely manner and can take the appropriate action.

#Accessing Alerts

You can view and manage alerts in two main areas within CRM Advise:
Dashboard:
When you open CRM Advise, the Dashboard shows key advising information, including recent activities and alerts.

Alerts Section:
From the left menu, go to My Work → Alerts to view all active and resolved alerts.

#Alert Types

Alerts in CRM Advise can be automatically generated by the system or manually created by users, depending on configuration and permissions.

1. System-Generated Alerts: Most alerts are created automatically when certain conditions are met, such as:

• A task becomes due or overdue.
  Example: A follow-up task reaches its deadline and has not been completed.
• A case requires follow-up or has been inactive for a period.
  Example: A case has had no updates for a number of days, depending on configuration.
• A high-severity indicator is added to a student.
  Example: An academic or behavioral concern is marked as “High Severity.”

Depending on system settings, alerts may also appear when:

• A new case or indicator is assigned to you
• A task is assigned by another advisor or staff member
• Automated workflows detect a condition requiring follow-up

2. Manually Creating an Alert
You can manually create an alert by following the steps below:

1. Go to the My Activities panel (on the dashboard).

2. Click the “+” (plus) icon in the top-right corner. From the dropdown menu, select Alert.
   

3. In the new window, fill in the alert details, such as:
   

• Subject: Enter a brief title describing the purpose of the alert (e.g., Low Attendance Notification or Student Progress Concern).
• Message: Provide a detailed description of the issue or information related to the alert. This can include background context, required actions, or relevant notes.
• Regarding: ?
• Severity: Select the appropriate urgency level for the alert (e.g., Low, Medium, High).
• Category: Choose a suitable category such as Academic, Behavioral, or General to classify the alert type.
• Source: Identify the origin of the alert — for example, Advisor Reported, System Generated, or Faculty Notified.
• Owner: It is usually filled automatically with your name, but can be reassigned if needed.

4. Click Save & Close, or Save & New to create new alert.
   

The alert will now appear in both Alerts list.