The Document Alert Option

This entry is part 3 of 9 in the series Setup Guide - Alerts

Spitfire documents include a way to add Alerts through the Document Alerts window.

  1. With a document open, access Actions and Options | Alerts.
  2. In the Document Alerts pop-up window, click Review effective distribution to open the Document Alert Summary report.

Columns

Alert On the type of Alert
Active whether or not the Alert is currently in use in sfPMS
Lead used in two ways:
– If the Alert is for a due date, the number of days before or after the date, indicating when the Alert should be triggered. Leads after the date are expressed as negative numbers.
– If the Alert is for the change of a date, the number of days the date need to change in order to generate an Alert.
Recurs how often the Alert will be sent
Date the date of the Alert, if one is allowed to be entered

 

 

Series Navigation<< Watchdog AlertsAdding Document-specific Alerts >>