The alerts tab in QUOODA can be used to set alerts for yourself or for others within the business to cover a range of scenarios and events.
Alerts are broken down into two different sub-types:
- Scheduled alerts are set to be sent out on a specific timeframe i.e. every week
- Event-based alerts will only be sent out if a specific set of actions are triggered
Setting Up an Alert
Step 1. Open the alerts tab and click 'Add new'
Step 2. Fill in the initial details
Filling in the managing agent field will mean that the alert will only apply to records linked to that managing agent
The description of the alert will not be the contents of the alerts, it is there to help anyone amending the alert to understand what it is designed to do.
Step 3. Choose whether your alert is event-based or scheduled.
Scheduled Alert
Step 1. Alert Details
If you choose a scheduled alert then you will see more options appear. You can fill these in to run the alert on a set time frame. Option include hourly, daily up to yearly.
You can then choose the date you want the alert to start, and end
You can choose who you send the alerts to, the options include yourself, other users or send to 3rd party emails.
Step 2. Content & Attachments
The second tab is called 'Content & Attachments'. This is where you enter the details the alert will contain when it is sent, as well as attach any relevant files.
Step 3. Save and Close
Once you are happy with your alert set up you can save and close. This will save the alert.
You can edit or delete your alert later, but you cannot change alerts created by others.
Event-Based Alerts
When you click event based you will notice a ‘Alert Event’ tab will become visible. Here you can set ‘trigger points’ for the alert.
Step 1. Choose your trigger Point
In this example I would like to inform senior management when a RIDDOR reportable incident occurs. To do this I would select Adverse Events > Accident Report Form > Overview > Is the event RIDDOR reportable?
Step 2. Set the rules and parameters
Choose your operator and value, so in this example I will set the operator to ‘Is’ and the Value to ‘Yes’. This means that when someone selects yes to this question an alert will be sent out. This same principal can be applied to almost any field within QUOODA.
Step 3. Set Events
We have 3 options here, Exists, Created and Modified. In this example, we want to know when a this event is 'created'.
Step 4. Content and Attachments
The content and attachments area is what will be displayed in the email. Due to the fact we have used adverse events we can pull information from the adverse events form and this will display within the email.
We could structure the contents like this:
On (select date option) an accident occurred, the details are: (select details option) The events that were happening during this accident were (select event action).
Step 5. Save and Close
Once you are happy with your alert set up you can save and close.
You can edit or delete your alert later, but you cannot change alerts created by others.