What is an “Alert” and how do I create one?

An “Alert” is an event that occurs in CaseKeepers for which you want to receive a notification. For example, if one of your clients fails to enter a journal entry for 7 days, CaseKeepers can send you a notification. Or, when one of your clients creates a journal entry with a tag labeled “Abuse”, CaseKeepers can send you a notification.

The Alerts module enables you to configure several types of Alerts so you receive a notification when these events occurs. Alerts can be created for the following events:

     a) Client Inactivity: the client fails to enter a journal entry for a specific number of days you set

     b) New Entry: the client creates any new journal entry, or creates a new entry with a tag that you specify

     c) Journal Being Reviewed: You client will receive a notification when you review her journal

To create a new Alert, first open the Clients page.

Alerts are created for each client individually. Click on the client’s record for which you want to create one or more Alerts.

Click Manage in the right details panel, then click Settings in the left navigation panel. CaseKeepers displays the Settings page where you can customize notifications for messages and create Alerts.

Click New Alert or “add a new configuration”.

In the New alert panel, click the “Alert type” drop down field and select the type of alert you wish to create.