Once an Alert Subscription is created, new documents, routes, items, and cost codes in sfPMS are checked against these subscriptions. When the specified conditions are met, Alerts are sent.
Important: Older documents, routes, items, and cost codes will not be checked for newer subscriptions.
To create a new Alert Subscription from your Contact Details:
- At any dashboard, select Site Menu | My Contact Detail.
- Select the Alerts tab.
- Click Add a row.
- Under Alert, lookup an Alert Type.
- Complete the remaining fields (Description, Recurs, Lead Time, Doc Type, Division, Project, Email Notify, and Active) as necessary,
- Click Accept.
- Click Save.