Wiki source code of Dashboard Alerts
Last modified by MasterApps Support on 2021/06/17 22:34
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1 | The Dashboard **Alerts** summary shows a list of events that have occurred, including outstanding tasks and general notifications of user activity. | ||
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3 | Selecting a worker’s name under **Alerts** will redirect you to the specific tab within the incident / claim to which the alert relates. From here you can view the action taken or complete any outstanding tasks. | ||
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5 | [[image:Attachments.WebHome@mceclip0.29c1e.png||style="max-width:308px" alt="mceclip0.png"]] | ||
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7 | There are 3 categories of Alerts: | ||
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9 | *. **My Tasks** – Outstanding tasks assigned to you or those yet //unassigned// | ||
10 | *. **Other’s Tasks** – Outstanding tasks assigned to others | ||
11 | *. **Notifications** – General alerts of events that have occurred with no required tasks | ||
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13 | You may notice 2 coloured numbers next to the Alerts heading: | ||
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15 | [[image:Attachments.WebHome@mceclip0.eaefa.png||style="max-width:178px" alt="mceclip0.png"]] | ||
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17 | *. **Red** indicates new tasks assigned to you or other alerts relating to you | ||
18 | *. **Orange** indicates total outstanding tasks assigned to you | ||
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20 | For more information on Tasks, please refer to [[Tasks>>https://injurymaster.zendesk.com/hc/en-us/articles/360001287995-Tasks]]. | ||
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22 | Visibility of alert types on the dashboard can be customised in the **Alert Settings** of your Profile on the **Blue Bar**. | ||
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28 | ==== **Viewing Alerts** {{id name="viewing-alerts" /}}==== | ||
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30 | Items in the Alerts list include the following information: | ||
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32 | *. 'new' ribbon indicating alerts with tasks newly assigned to you | ||
33 | *. Alert identifying tile\\ | ||
34 | **. //Tile colour// indicating notification of event (green), task due soon (orange) or task overdue (red) | ||
35 | **. //Tile image// indicating type of alert (see below for full list of alerts) | ||
36 | *. Green ‘tick’ tile indicating completed task | ||
37 | *. Alert description | ||
38 | *. Worker’s name for whose incident / claim the alert relates | ||
39 | *. Date task is due (for outstanding tasks) | ||
40 | *. Name of user task is assigned to (or //Unassigned//) | ||
41 | *. Tick indicating if task was force completed (and name of user who force completed) | ||
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43 | [[image:Attachments.WebHome@mceclip4.caaed.png||style="max-width:266px" alt="mceclip4.png"]] [[image:Attachments.WebHome@mceclip5.de611.png||style="max-width:309px" alt="mceclip5.png"]] | ||
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45 | The Alerts categories can be shown or hidden by selecting the category heading or drop-down arrow. | ||
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47 | The bracketed number next to each heading indicates the number of alerts within that category. Full list of alerts can be viewed by selecting “Show All”. | ||
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51 | ==== **Filtering Alerts** {{id name="filtering-alerts" /}}==== | ||
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53 | [[image:Attachments.WebHome@mceclip6.c5d5c.png||style="max-width:324px" alt="mceclip6.png"]] | ||
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55 | Alerts can be filtered to show either **Alerts I have Subscribed to** (default if no filter selected) or **All Alerts with Incomplete Tasks**. The alerts which become visible depend on the personal and account level alert settings your profile is set to see. | ||
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57 | For further information on subscriptions, please refer to [[Subscribing to Alerts.>>https://injurymaster.zendesk.com/hc/en-us/articles/360001493436-Subscribing-to-Alerts]] | ||
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59 | Selecting **Alerts I have Subscribed to** will show the following alerts for incidents / claims you have subscribed to: | ||
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61 | *. MY TASKS | ||
62 | **. //If Alert Settings are turned OFF -// Incomplete tasks assigned to you | ||
63 | **. //If Alert Settings are turned ON// //for Document alerts - //All incomplete tasks assigned to you or //unassigned// | ||
64 | *. OTHER'S TASKS | ||
65 | **. //If Alert Settings are turned OFF -// Tasks reassigned from yourself to other users | ||
66 | **. //If Alert Settings are turned ON// //for Document alerts -// All incomplete tasks assigned to others | ||
67 | *. NOTIFICATIONS | ||
68 | **. //If Alert Settings are turned OFF - //Notification of your completed tasks | ||
69 | **. //If Alert Settings are turned ON// //-// All other alert types | ||
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71 | Selecting **All Alerts with Incomplete Tasks **will show the following alerts: | ||
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73 | *. MY TASKS - All incomplete tasks assigned to you or //unassigned// | ||
74 | *. OTHER'S TASKS - All incomplete tasks assigned to others | ||
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76 | Alerts can also be filtered by **User** the alert is assigned to or by alert **Type**. |