|
This procedure configures an alert by document type (Document Type Alert).
Perform the following steps:
| 1. | Use your administrator credentials to log in to KnowledgeTree's web interface; then, to open the Alerts by Document Type configuration screen, go to Administration - Document Metadata and Workflow Configuration - Alerts by Document Types. |
Figure: Alerts by Document Types - configuration page
| • | view existing document type alerts? Existing alerts display on the page (if any are configured for your system). |
| • | add a new Document Type Alert? Click Add new alert. Go to step 3. |
| • | edit an existing Document Type Alert? Locate the relevant Alert on the page; then, click the Edit icon to open the editing screen. Make the changes you require; then, click OK. |
| • | delete an existing Document Type Alert? Locate the relevant Alert on the page; then, click the Delete icon. |
| • | enable or disable the setting to reset the Alert on a document when the document is checked-in? Click the icon in the Reset on check-in column for the relevant Alert. A green icon in this column indicates that this setting is Enabled. A red icon in this column indicates that this setting is Disabled. |
| • | enable or disable the setting to allow the Alert to re-occur? Click the icon in the Repeated after notification column for the relevant Alert. A green icon in this column indicates that this setting is Enabled. A red icon in this column indicates that this setting is Disabled. |
| • | manage document alerts as a scheduled background task? Go to the KnowledgeTree Task Scheduler, where you can view and edit the frequency at which this task runs (e.g. daily), the next run time, the previous run time, and the time taken to complete this task. For these options, you can change the frequency, set the task to run on the next iteration, and enable/disable the task. |
| 3. | To add a new Alert, configure settings on the Add a new alert screen; then, when you're done, click OK. The following options are available: |
| • | define a time period - a number of days, weeks, months, or years |
| • | define whether the Alert loops in a re-occurring pattern |
| • | define whether to reset the Alert on a document when the document is checked-in |
| • | define whether to apply this Alert to all existing documents of this document type and to new documents, or only to new documents |
| • | add a message for the Alert |
| • | select recipients for the notification on this Alert |
Note: By default, Document Type Alerts trigger notifications that are sent to the system
administrator. You can include more recipients when adding and editing a Document Type Alert.
|
