Alerting Help

Alerting lists all the alerts available in WFO. The WFO Alerts Setup UI provides details such as Name, Type, Status, Priority, if an alert is Active and details of who and when it was modified last.

Select Active Only check box to list only the active alerts. 

To create a new alert:

1. Click New.
2. Select Alert Type from dropdown menu.
3. Provide a name for the new alert in Alert Name field and click Create.
4. In the Settings tab, provide all the necessary details for the alert.
5. In the Recipients tab, select Email or Work Queue or both as Delivery Methods. 
6. Select the list of recipients for the alert from Available list.
7. Click Save.

8. Click Publish to publish the alert.

   Note

   You must first publish an alert before using it.

   Activity tab provides detailed information of 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 Start Date and End Date and click Search to filter the list to a specific date range. 

  The History tab provides details of all the changes made to the alert. Enter Start Date and End Date and click Search to filter the list to a specific date range.

To edit an alert:

1. Select the alert you want to edit and click Edit.
2. Make all the necessary changes and click Save.
3. To publish the alert, click Publish.

To copy an alert

1. Select the alert you want to copy and click Copy.
2. Enter the name in Alert Name field.
3. Enter the Alert Subject Line. Alert Subject Line provides a basic description of the alert when triggered.
4. Click Create.
5. Enter details in the Settings and Recipients tab and click Save.
6. To publish the alert, click Publish.

To delete an alert

1. Select the alert you want to delete and click Delete.
2. In the Delete Alert pop-up, click Delete.