Document Alerts

Alerts can be set up in three different ways:

  1. Document-specific Alerts through the document’s Actions and Options menu
  2. Alert Subscriptions from your Contact Detail window
  3. Alert Subscriptions for various users or roles through the Alert Subscriptions tool on the Manage Dashboard (see the Manage Dashboard Focus Guide)

Alert Types
Spitfire ships with several default Alert types including an Other Alert you can rename. Alert types can be modified only through the Alerts Type tool on the System Admin Dashboard (see the System Administration Focus Guide).

Document

Document Created triggered when a document is created and first saved. This Alert type is available for Alert Subscriptions only
Document Due triggered when the Document Due Date (found on the Document Header part) comes due
Document Due Change triggered if the due date has changed
Document Status Change triggered if the status of the document (found on the Document Header) has changed
Note: This Alert type can be turned off for certain Doc Types and statuses through the Code Maintenance tool.

 

Routee

Route Due triggered when the date by which a routee must take action on a routed document (found on the Route Detail tab) comes due
Route Due Change triggered if the due date has changed
Route State Change triggered if the route stage for the document has changed (found on the Route Detail tab)

 

Item

Item Created triggered when an Item is added to the document
Item Due triggered when an Item due date (found on the Item’s Detail view) comes due
Item Due Change triggered if the due date has changed
Item Status Change triggered if the status of the Item has changed

 

Cost Code/Task

Cost Code Start triggered at the start date for the cost code in the work-breakdown-structure of the project
Cost Code Start Change triggered if the start date of the cost code has changed
Cost Code End triggered at the end date for the cost code
Cost Code End Change triggered if the end date of the cost code has changed
Note: On systems integrated with Microsoft Dynamics SL, all these dates are based in Microsoft Dynamics SL’s Project Maintenance Task tab.

 

Compliance

Out-of-Compliance triggered when a document is out of compliance
Out-of-Compliance compliance type triggered when the specific compliance type is out of compliance

 

Doc Date

Doc Date date type triggered if the specified date is within lead days. This Alert type is available for Alert Subscriptions only.
Note: Only date types marked for Alerts will appear as Doc Dates.

 

Outbound Routing

Send Failed triggered when outbound e-mail messages or faxes cannot be sent
The text of the alert contains details.
Unable to Send triggered when the routee has no e-mail address (or fax number)
The text of the alert indicates which.
Warning: E-mail Service Delayed triggered when ATC is not sending or receiving e-mail messages
All users receive this alert in such cases.
Warning: Inbound E-mail Service Delayed triggered when ATC is sending but not receiving e-mail messages

 

System Alerts

First Login triggered when a new user logs in for the first time
Index Optimization triggered when the system tries to optimize an index automatically, but the index remains less-than-optimal
Note: Only users with the SYS | Site Configuration capability receive this Alert.
System Update Available triggered when an update is available (ex: from 2017.0.5100 to 2017.0.5155)
Version Upgrade Available triggered when a new version is available (ex: from 2016 to 2017)