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Creating an alert

Use this procedure to create a new alert from the Alert Manager widget.

  1. From the Alert Manager widget, click New Alert. The Alert window opens.
  2. On the Conditions tab, complete the following steps:
    1. Enter a name and description for the alert in the Alert name and Description fields.
    2. In the Model field, select the business process model that this alert will be based on.
    3. Optional: If you want other dashboard users to be able to see and subscribe to this alert, select Share alert.
    4. Optional: The Owner field displays your user name by default. If you want a different dashboard user to own this alert, click in the field and select a user name.
    5. Under Conditions, click Add. The first condition is displayed in the table.
    6. Click in the KPI Name column, expand the list, and select a KPI for this condition.
    7. Optional: In the Prediction Model column, select a prediction model when applicable. None (Use actual data) is the default value.
    8. Optional: To add another condition to this alert, click Add and another row is added to the conditions table where you will select another KPI and submit the values required to make up a condition statement.
    9. Under Timing, select values for:
      • How often to check conditions - The regularity of condition checking. Options include:
        • End of KPI time period- Check for the condition at the close of the time period defined in the KPI. When you select this option, you must also specify which KPI it applies to. (A field for the KPI name becomes available when you select the End of KPI time period option.)
        • Specific time measures - The frequency of condition checking can be set according to Minutes, Hours, Days, Weeks, or Months. For example, select Weeks, 2 to check for the conditions you selected every 2 weeks.
      • When to start notifications - The date when the notifications are to begin. The current date is provided by default, however, you can select a future date, time, time zone, and daylight saving location.
      • Notification frequency - How frequently to send notifications. For example, when a condition is being checked for every 2 weeks and you select Once per selected period when the condition applies, you will be notified only once in a 2-week period when the condition applies.
  3. Select the Alert Content tab and choose one of the following options:
    • Generated content (default) - The alert notification message is automatically created for you using the text under Subject and Body. If you choose this option, proceed to step 4.
    • Define your own content - Allows you to customize the alert notification message. If you choose this option, enter message text in the Subject and Body fields. To select specific ranges or values within the selected business process model, click Insert Dynamic Value.
  4. Select the Notification tab. Here, you can select a method for receiving the alert notification. Dashboard Alert is selected by default, however, you can also select Cell Phone, E-mail, and Pager. (Personal information, such as your cell phone number or e-mail address, is associated with your user ID. This type of information is generally input by a system administrator.)
  5. To add other users to receive the alert, click Add, enter the user name, and then click OK.
  6. To create the alert, click OK and then click OK when the confirmation message is displayed.
  7. Verify that your new alert is displayed in the list.



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