From the KPI Manager widget,
you can see the existing alerts for a KPI and create an alert for
a KPI.
Viewing the alerts for a KPI
- Open KPI Manager and
select a business process model. A list of KPIs is displayed.
- Select a KPI and select . The list of alerts
is displayed.
Creating an alert for a KPI
- From the window that displays the list of alerts for the KPI,
click New Alert.
- On the Conditions tab, complete the following
steps:
- Enter a name and description for the alert in the Alert
name and Description fields. The Model field
displays the business process model of the KPI. The Owner fields
displays your user name by default.
- Optional: If you want this alert to be visible to other dashboard
users, select Share alert.
- Under Conditions, the KPI name is listed
in the table. Click in the Condition column
and choose an alert condition for this KPI and then click in the Value column
to enter a value or select one from the list when applicable. For
example, when the KPI represents a monthly sales amount, you might
select Below target for the condition, and
then the target value that was defined for the KPI is displayed as
the value in the Value column. This means that
you want an alert to be created when the monthly sales amount is below
the target value.
When no prediction model has been defined for
the KPI, the Prediction Model column displays None by
default. When a prediction model is defined for this KPI, it is displayed
in the list by default. If multiple prediction models exist, you must
choose one from the drop-down list.
- Optional: To add more conditions to this alert, click Add and
submit the required values as discussed in step c.
- Under Timing, select values for:
- How often to check conditions - The regularity
of condition checking. 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, and time
zone.
- Notification frequency - How frequently
to send notifications. For example, choose Once per selected
period when the condition applies to be notified once
every 2 weeks when the monthly sales are below the target value.
- 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 the next step.
- 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.
- 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.)
- To add other users to receive the alert, click Add,
enter the user name, and then click OK.
- To create the alert, click OK and then
click OK when the confirmation message is displayed.
- Verify that your new alert is listed in the window that displays
the alerts for the KPI and then click Close.