Wiki source code of Account Alerts

Last modified by MasterApps Support on 2021/06/17 22:33

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1 The default system alerts that Injury Master sends can be customised by account administrators. Any changes that are made to the Account Alerts will apply to every user of your organisation’s account.
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3 Account alert settings are accessed from **SETTINGS** ~-~-> **Account ~-~->** __Alerts__.
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5 [[image:Attachments.WebHome@mceclip0.8747a.png||style="max-width:525px" alt="mceclip0.png"]] 
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7 ==== **Subscription Mode** {{id name="subscription-mode" /}}====
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9 **[[image:Attachments.WebHome@mceclip1.bb417.png||style="max-width:793px" alt="mceclip1.png"]]**
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11 Subscription mode is related to which incidents / claims users will receive alerts for. To __Subscribe to everything__ means users will receive alerts for ALL incidents / claims that their Permission Set allows them to see.
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13 The Subscription Modes available are as follows:
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15 *. Force subscribe to everything – users can not unsubscribe
16 *. Subscribed to everything – users can unsubscribe
17 *. Unsubscribed from everything – users can subscribe explicitly
18 *. Force unsubscribed from everything – users can not subscribe
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20 Whichever option is selected will appear as the ‘account default’ in the user’s “Alert Settings” area.
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22 If you set Unsubscribed from everything as the default, you will be presented with the option to “Auto-Subscribe Contacts.” This can either be set On or Off by default, or “Forced” On or Off. Turning this on will override the “Unsubscribed” mode for any incidents / claims for which a user has been assigned as a contact.
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24 [[image:Attachments.WebHome@mceclip2.c15cc.png||style="max-width:226px" alt="mceclip2.png"]]
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26 Please note that choosing either of the “Force” subscribe options will remove the ability for users to customise their own subscription mode. This will be displayed in the Alert Settings.
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28 [[image:Attachments.WebHome@mceclip4.9d1b3.png||style="max-width:391px" alt="mceclip4.png"]]
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30 For further information, please refer to [[Subscribing to Alerts>>https://injurymaster.zendesk.com/hc/en-us/articles/360001493436-Subscribing-to-Alerts]].
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32  
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34 ==== **Alert Settings** {{id name="alert-settings" /}}====
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36 **[[image:Attachments.WebHome@mceclip5.f6b66.png||style="max-width:391px" alt="mceclip5.png"]]**
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38 Alerts can be turned On or Off by default for all users (according to their subscription mode) for both Dashboard alerts and Email alerts, as indicated by the speedometer and envelope icons above.
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40 As with subscription mode, administrators have the ability to “Force” alerts on or off, thus removing users’ ability to customise their own alerts.
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42 [[image:Attachments.WebHome@mceclip6.69e4c.png||style="max-width:287px" alt="mceclip6.png"]]
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44 Alerts can either be “All” turned on or off, or individually customised by selecting the Edit individual alert settings link. Leaving “All Alerts” boxes blank allows editing of individual alerts.
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46 [[image:Attachments.WebHome@mceclip7.5f717.png||style="max-width:460px" alt="mceclip7.png"]]
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48 The full list of alert types is as follows:
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50 *. **Actions**
51 **. Action Due Soon
52 **. Action Overdue
53 *. **Contacts**
54 **. Set as Account Manager Contact
55 **. Set as Case Manager Contact
56 **. Set as Claim Manager Contact
57 **. Set as Investigator Contact
58 **. Set as Manager Contact
59 **. Set as Witness Contact
60 *. **Creation**
61 **. Document Added
62 **. Form Submitted
63 **. Incident/Claim Added
64 *. **Documents**
65 **. Medical Certificate Expired
66 **. Medical Certificate Expiring
67 **. Return To Work Plan Expired
68 *. **Severity**
69 **. Moderate Incident/Claim
70 **. Serious Incident/Claim
71 *. **Wage Compensation**
72 **. Wage Compensation Period Ended
73 **. Wage Compensation Period Not Set
74 **. Wage Compensation Period Set
75 *. **Workflows**
76 **. Workflow Step Due Soon
77 **. Workflow Step Overdue

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