Summary

Alert codes can be set up to alert users when they select and edit an assessment from within the SA module or when the assessment is accessed via the Cash Receipts interface. The alert window will display the system that the assessment was accessed from, the alert code, the expiration date for the alert code, and any comments added to the alert code. When the user closes the alert window, the assessment that they selected will open.

The alert code details specified when the alert code is created are used only as a template. These details can be edited when the alert code is attached to an assessment. Because these details can be edited on each assessment, any changes made to an alert code on the Alert Code Maintenance window will not automatically update on the assessments that the edited alert code was previously attached to.

Step by Step

1     View the existing alert codes.

• Open the Alert Code Maintenance window (SA> Maintenance> Alert Code).
• The left section of the window will display all of the alert codes that have been created in the application. Select an alert code in the left section of the window and the information attached to that alert code will populate in the Maintenance section to the right.
• Highlight an alert code and press DELETE or click the Delete icon   if you would like to delete an alert code.
  • You cannot delete an alert code that is attached to an assessment.
• Press INSERT or click the Create icon if you would like to create a new alert code. This will create a new line item in the left section of the window and the fields in the Maintenance section will be enabled to enter the alert code information.

2     Create a new alert code.

• Enter a unique Alert Code. Once the new alert code is saved, this field cannot be edited.
  • The alert code can be up to 20 characters long.
• Enter a Description for the new alert code.
  • This field can be up to 60 characters long.
• Specify the alert code Duration in days.
  • The default start date for an alert code is the day it is attached to the assessment. The alert code expiration date is the start date plus the Duration. This value can be between 0 and 999.
• Enter a Comment on the alert code.
  • The Comment will display when the alert is activated. The field can be up to 1024 characters.
• Check the Selection Alert toggle to activate the alert message when the assessment is selected for a batch process, such as SA Letters.
  • The selection alert will not activate if the assessment is included in a batch as a member of a group select during a batch generate step.
• Check the Maintenance Alert toggle to activate the alert message when the assessment is opened from any window where the assessment details can be maintained or edited.
• Check the CR Receipt Alert toggle to activate the alert message when the assessment is selected from the CR Cash Entry search window.
• Click the Save icon to save the new alert code.