Creating or editing an organization alert rule

Follow these instructions to create or edit an organization alert rule.

Procedure

Go to Tracking > Notifications > Organization Rules.
On the left panel, select the organization for which you want to create or edit a rule then do the following:
1. For a new alert rule, click Create.
2. If you are editing an alert rule, from the right panel, select one of the alert rules in the list, and then click Edit.
On the right panel, in the Rule Name text box, type the rule name.
To enable the rule, click the Enabled check box.
If you are creating a rule, in the Rule area, select a rule type from the drop-down menu. Then, complete the information related to the selected rule type.

This option is only available when creating a rule. If you are editing the rule, the Rule area of the page is read-only.
To alert people by email, click the check box beside Action: Send E-Mail. Complete the To Whom, Subject Line, and Email Delivery Template fields.
To alert people by desktop messaging alert, click the check box beside Action: Send Desktop Messaging Application that allows sending pop-up messages to employees by selecting the recipients' name, login or role within the organization. Alert. Complete the To Whom, Subject Line, and Desktop Messaging Delivery Template fields.
To alert people by mobile alert, click the check box beside Action: Send Mobile Alert. Complete the To Whom and Alert Comment fields.
To alert people by Desktop Process Analytics (DPA) alert, click the check box beside Action: Send DPA Alert. Complete the To Whom, Alert Comment, and DPA Delivery Template fields.
Click Save.

When editing an existing alert rule, you cannot change the rule template that was initially selected from the drop-down menu.