Alerting lists all the alerts available in the WFO. The WFO Alerts Setup UI provides information, such as the Name, Type, Status, and Priority of the alert. This screen also indicates whether an alert is Active, and provides information about who modified the alert, and when the alert was last modified.
Select the Active Only check box to list only the active alerts.
To create a new alert:
- Click New.
- Select Alert Type from the drop-down menu.
- Provide a name for the new alert in the Alert Name field and click Create.
- In the Settings tab, provide all the necessary information for the alert.
- In the Recipients tab, select Email or Work Queue or both as Delivery Methods.
- Select the list of recipients for the alert from the Available list.
- Click Save.
Click Publish to publish the alert.
Note
You must first publish an alert before using it.
The Activity tab provides information about an alert. You can find out when the alert was created, any event that occurred, when the alert was last triggered and what action was taken. Enter the Start Date and End Date and click Search to filter the list to a specific date range.
The History tab provides details about all the changes made to the alert. Enter the Start Date and End Date and click Search to filter the list on a specific date range.
To edit an alert:
- Select the alert you want to edit and click Edit.
- Make the necessary changes and click Save.
- To publish the alert, click Publish.
To copy an alert
- Select the alert you want to copy and click Copy.
- Enter the name of the new alert in the Alert Name field.
- Enter a description of the alert in the Alert Subject Line. When the alert is triggered, the information from the Alert Subject Line field is displayed.
- Click Create.
- Enter information in the Settings and Recipients tab and click Save.
- To publish the alert, click Publish.
To delete an alert
- Select the alert you want to delete and click Delete.
- In the Delete Alert pop-up, click Delete.