Types of alerts:

• Custom Alert Use custom alerts to notify others about an entity, but this alert is not common and will not be used repeatedly for other entities.
• Duplicate Alerts
• Triggered Alerts: Complaints or Commitment Cancelation, Adoption Disruption, and Adoption Dissolution These alerts are triggered by a date or stage entry made to an entity. More information can be found by following the links above.
• You can create a new alert to the Alert Type/Title drop-down list for commonly used alerts.

Add an Alert

1. Open an entity’s form.
2. Click on Advanced Options in the side menu bar and choose “Add Alert.”
3. Choose the Alert type from the drop-down list, and choose a color. The default is red. If you choose Custom Alert, add a note in the Alert Details box to differentiate the alert.
4. Add any additional details and check the box if only Full Admins should view the alert.
5. Press Save.

Edit/Delete an Alert

A user must have the permissions to Delete the Main Record, like "Delete Child", in order to delete the Alerts.

1. Open an entity’s form that contains an alert.
2. Click Edit Alert located on the right side of the Alert box.
3. Change the alert or to delete, press “Delete Alert” from the side menu bar.
4. Press Save.

Manage Alert Type/Title

The drop-down list for Alert Type can be managed like all other Lists in SAM. To access this list: Settings > Lists > Alert Type/Title

Complaint Alerts

A complaint alert is established when a complaint has been entered for an entity. A large red block with the complaint warning will be posted at the top of the entity’s form. A link in the side bar to view additional details on the nature of the complaint and follow-up/outcome will be available.

Add a Complaint

1. Open an entity’s form.
2. Click on Advanced Options in the side bar and choose “Enter Complaint.”
3. Add the details of the complaint and follow-up.
4. Press Save.

Edit/Delete an Alert

1. Open an entity’s form that contains an alert.
2. Click Edit Alert located on the right side of the Alert box.
3. Change the alert or to delete, press “Delete Alert” from the side bar.
4. Press Save.