Create, edit, and delete alerts

Privileged users can create alerts to notify groups at your agency of all kinds of events. After you create an alert it displays in the Alerts portlet, where you can edit, delete, and manage its recipients.

To create an alert

1. From the Administration menu, select Communication manager > Alert.

2. Select New.

3. Select one of the following options from the Message type field:

   • Email to send the alert as an email message.

   • Alert message to post the alert message to the Alert page.

4. Select Submit.

   Civic Platform refreshes the form with fields according to the message type you selected.

5. Complete the following fields as required:

   Field	Action
   Content	Enter the text of the alert message. In addition to the standard text, you can also enter parameters for variables. Select the selection icon to select a parameter from a list. See Filters and queries for a complete list of variable parameters. For additional variables that pertain directly to Accela Civic Platform assets, see Asset management alert message variables.
   Message Type	Indicates whether the alert is in the form of an email or as an alert message in the Alert page. After you create an alert message, you cannot change the message type.
   Status	Use the list menu to enable or disable the alert. Note: The alert duration does not begin, nor does the alert display, until you enable the alert.
   External Recipients	(Email) When sending alerts to people outside of your agency, select the kind of external recipient from the list menu, such as, Contacts.
   Duration	(Alert message) Enter how long the alert message should remain in the Alert portlet.
   Unit	(Alert message) Select the units for the quantity in the Duration field (Days, Hours, Minutes, or Seconds).

6. Select Submit.

After you have created an alert, you change its contents or requirements at any time. This section describes how to edit an alert.

To edit an alert

1. From the Administration menu, select Communication manager > Alert.

2. Select the alert you want to edit.

3. Make changes to the alert fields:

   Field	Action
   Content	Enter the text of the alert message. In addition to the standard text, you can also enter parameters for variables. Select the selection icon to select a parameter from a list. See Filters and queries for a complete list of variable parameters. For additional variables that pertain directly to Accela Civic Platform assets, see Asset management alert message variables.
   Message Type	Indicates whether the alert is in the form of an email or as an alert message in the Alert page. After you create an alert message, you cannot change the message type.
   Status	Use the list menu to enable or disable the alert. Note: The alert duration does not begin, nor does the alert display, until you enable the alert.
   External Recipients	(Email) When sending alerts to people outside of your agency, select the kind of external recipient from the list menu, such as, Contacts.
   Duration	(Alert message) Enter how long the alert message should remain in the Alert portlet.
   Unit	(Alert message) Select the units for the quantity in the Duration field (Days, Hours, Minutes, or Seconds).

4. Select Submit.

5. Make any changes to alert recipients, as needed. See Manage alert recipients.

6. Make any changes to the alert rule that governs the alert, as needed. See Create, edit, and delete alert rules.

Verify that the alert you select is the one you want to delete. You cannot undo an alert deletion. The only way to replace a deleted alert is to recreate it.

To delete an alert

1. From the Administration menu, select Communication manager > Alert.

2. Select the check box next to the alert you want to delete.

3. Select Delete.

4. Confirm the deletion.

After you create an alert message, you can determine who should receive it. You can send an alert to your entire agency or select certain departments, user groups, and individual users within your agency.

To add alert recipients

1. From the Alert page, select an alert.

2. Select the Recipient tab.

3. Select the button for the group or user you want to assign to the alert. You can select:

   • Assign agency

   • Assign module

   • Assign group

   • Assign department

   • Assign user

4. Find the specific group or user to assign and select it.

5. Select Submit.