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Alerts are system generated events triggered when you or other users complete a task. They are the notifications sent in the form of emails and are also displayed on the '''Notifications Dashboard'''. From Notifications Dashboard you can:
 
Alerts are system generated events triggered when you or other users complete a task. They are the notifications sent in the form of emails and are also displayed on the '''Notifications Dashboard'''. From Notifications Dashboard you can:
  
*see current or past activities performed by all users,
+
*see current or past activities performed by all users  
*sort the notifications in several ways,
+
*sort the notifications in several ways  
*perform actions that are assigned to you.
+
*perform actions that are assigned to you  
  
 
'''To view notifications:'''
 
'''To view notifications:'''
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*The Green icon indicates which notification is selected.  
 
*The Green icon indicates which notification is selected.  
*When you click on an unread notification, the bold highlight for the notification disappears any reduces the counter for that category by one.  
+
*When you click on an unread notification, the bold highlight for the notification disappears and reduces the counter for that category by one.  
 
*The Notifications dashboard will show notifications received over the past 7, 15 and 30 days. To see a different time frame, specify a date range and click Go. The valid range is within a 2 month period.  
 
*The Notifications dashboard will show notifications received over the past 7, 15 and 30 days. To see a different time frame, specify a date range and click Go. The valid range is within a 2 month period.  
 
*Sort any of the notification categories by events or date and click on the ascending or descending order icons.  
 
*Sort any of the notification categories by events or date and click on the ascending or descending order icons.  

Revision as of 08:13, 22 March 2017

Notifications Dashboard

Video: Working with Notifications Video

Alerts are system generated events triggered when you or other users complete a task. They are the notifications sent in the form of emails and are also displayed on the Notifications Dashboard. From Notifications Dashboard you can:

  • see current or past activities performed by all users
  • sort the notifications in several ways
  • perform actions that are assigned to you

To view notifications:

  1. Click the Alerts tile on My_Dashboard. This opens the Notifications Dashboard page.
  2. Click on a specific category to see its sub-category.
  3. Click on the small arrow to expand the sub-category and see all the notifications for it.
  4. Click on a specific notification to see it's details on the right pane.
  5. If required, click on the here link to view the details of the record.

C5 - Notifications Dashboard.jpg

 

Observe the following things when you work with notifications:

  • The Green icon indicates which notification is selected.
  • When you click on an unread notification, the bold highlight for the notification disappears and reduces the counter for that category by one.
  • The Notifications dashboard will show notifications received over the past 7, 15 and 30 days. To see a different time frame, specify a date range and click Go. The valid range is within a 2 month period.
  • Sort any of the notification categories by events or date and click on the ascending or descending order icons.
  • Click on the Right and Left arrows to expand and collapse the column with the notification category names.