Working with Alerts Setup Wizard

The Welcome to The Alerts Setup wizard screen displays a list of alerts you own. You can sort the alerts by category, when the alert was last run, or the date the alert was last modified. The Created By column displays the original creator and is only visible when you select ‘Show All Alerts.’

Alert Name

— Identifies the alert.

Category

— Displays the category for the line item used in the alert. You can not specify or change the alert category.

Active

— Specifies whether you want Aloha Insight to check for the conditions of the alert. To deactivate an alert, clear the ‘Active’ check box. To view inactive alerts, select the ‘Show Inactive Alerts.’ You can make an inactive alert active by selecting the ‘Active’ check box.

Last Run

— Displays the last time Aloha Insight checked for the alert condition. The Last Run time displays in date/time format, with an AM/PM notation. The date updates when Aloha Insight generates the alert based on the alert schedule or by running the alert using the ‘Run Now’ button.

Modified

— Displays the last date the alert was modified.

Created By

— Displays the original creator of the alert. This is visible only when you select ‘Show All Alerts.’

Toggle the alerts in the list by selecting one of the following options:

Show My Alerts

— Lists the alerts created by you.

Show All Alerts

— Lists the alerts created by all users. You must have proper security rights to display all alerts. Refer to User Setup for information on security classes.

Show Inactive Alerts

— Displays all active and inactive alerts.

Alert Welcome Screen Action Buttons

The following action buttons are available:

	Adds a new alert.
	Edits an existing alert.
	Deletes the selected alert.
	Copies the attributes of an existing alert. Assign a unique name to the new alert.
	Creates an alert based on a predefined template. This is a quick way to get started in defining an alert. Click Template to access the Alert Templates screen
	Processes an alert immediately and sends it to all subscribers.

The Alerts Setup wizard uses a tabbed interface. Aloha Insight recommends you complete all tabs in the following order when creating a new alert:

1.	General tab — Defines the properties of the alert, such as alert name, description, line item, and severity level.

2.	Content tab — Defines the threshold criteria, and define the day(s) or range of dates the alert uses to gather data for reporting.

3.	Schedule tab — Determines the date, time and frequency the system processes the alert. A message is sent to the subscribers when the alert condition is met based on the schedule for the alert.

4.	Stores Monitored tab — Defines the stores the alert monitors.

5.	Subscriber tab — Defines who receives the alert.

6.	Message tab — Defines the medium where the alert is sent and the message of the alert.

Click Add to access the General tab and begin defining the alert. When you click Add, Edit, or Copy, you receive a visual indication that alert settings are loading. If you close the loading screen while it is in progress, you are prompted to either continue to load alert settings or return to the Welcome to Alerts Setup screen.