Creating Alert Subscriptions

This entry is part 6 of 9 in the series Setup Guide - Alerts

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: 

  1. At any dashboard, select Site Menu | My Contact Detail.
  2. Select the Alerts tab.
  3. Click Add a row.
  4. Under Alert, lookup an Alert Type.
  5. Complete the remaining fields (Description, Recurs, Lead Time, Doc Type, Division, Project, Email Notify, and Active) as necessary, 
  6. Click Accept.
  7. Click Save

All of your Alert Subscriptions will appear in the grid.

Series Navigation<< Alert Subscriptions for DocumentsEditing, Deleting, or Suspending Alert Subscriptions >>