When you have defined the type of watch rule
that you are creating, you must define the type of alert that you
want to generate.
You can choose one or more of the
following options:
- Send the report by email to be alerted
by email.
- Publish a news item to be alerted by news
item.
- Send a notification to alert other users
by sending notifications to their task inbox.
If you have set up a watch rule for different condition status
indicators, you can define multiple alerts, depending on performance.
For example, for average or poor performance, you could choose to
be alerted both by email and by sending a notification to the sales
manager to review the sales figures. For good performance, you could
send a notification to the sales manager to distribute the figures
to the sales team.
Procedure
- In the Specify the alert type - Alert Using
New Watch Rule page, specify the alerts to send when the
rule is satisfied.
Tip: To change the details
for an alert type, click Edit the options.
- If you have defined a watch rule for different condition
status indicators, select the required check boxes to associate the
alert with poor, average, or good performance.
Performance
is defined by the performance pattern.
Click Next.
- In the Specify a name and description - Alert
Using New Watch Rule page, specify a name, description,
screen tip, and location for the watch rule.
Tip: You
can organize watch rules in folders on the Rules tab
of the My Watch Items area of the portal.
- Click Finish.