Actions and Alerts are warnings that something has happened or needs to be done, which can be configured to appear (or slide in) from the right hand side of the screen as soon as the incident occurs. This can be a really useful safeguarding tool, particularly when alerting on things like Missed Visits or where Workers have yet to arrive and are considered more than reasonably late.
The way this is configured is in two parts. Firstly, you set up something called Action Groups, which detail which alerts appear, then you assign your system users to those Action Groups, which denotes who those alerts appear to.
From there it is a case of maintaining or taking some form of action upon those alerts when they appear.
Action Groups define which alerts and which groups will be dealt with by users. It is possible to create a hierarchy of Action Groups, with an urgent alert escalating up the tiers after a defined period of time. This will apply until someone can deal with the issue and is useful should users be away from their desk.
Navigate to Settings > Action Management. The left hand pane details Action Groups that have already been configured.
Double click on the alert to set an Escalation Time if necessary. This trigger the alert to travel up the hierarchy tree if the alert is not actioned within the time frame.
You may wish to see certain alerts ahead of time. In other words, you may wish to see the expiry date for a piece of training that is expiring well before it actually does to give you time to actually book someone on a refresher. Simply double click on an alert and change the Notification Days field. Putting e.g. 14 in this box will alert you 14 days before the actual expiry date.