Define a New Alert

Contents

You can create alerts to have Contract Management notify you when a document is overdue or over budget and by how much, or with various other parameters. The criteria you set determine the alert’s priority level.

To define a new alert and assign users:

1. Right-click on the top-level folder (All Projects) in the Project View and click Define Alerts to open the Define Alerts Dialog Box.
2. Click Add to open the Define Alerts New Alert or Define Alerts Edit Alert Dialog Box.
3. Click Select Type to open the Select Alert Type Dialog Box and select an alert type.
4. Enter a title and description for the alert.
5. Mark the priority levels that you want to use and enter values in the corresponding parameter fields to define the conditions under which the alert is triggered.
6. Mark the check boxes for the documents to which you want to apply the alert.
7. You can assign the alert to users. For example, if you want specific users to see the alert in the Alerts object in their Workspace when they log in, you must assign the alert to them. To do so:
   1. Click Add Subscribers to This Alert to open the Select User Dialog Box.
   2. Select the users you want to assign to the alert. Click Save when finished adding subscribers.
8. Click Save and Return to Menu when finished defining the alert. The new alert will be in the Alerts list.