Participant Alerts

Participant Alerts are designed to convey important information that would directly affect support given to a Participant. When adding an Alert, you can optionally specify a Title - the Content field is required.

Creating Alerts

To add an Alert to a Participants profile, navigate to the Participant and click Add Alert.

Once the form opens, you can create the Alert by completing the fields available and selecting Create when you are ready. The purpose of these fields are outlined below.

Title

This will be the main heading for the alert. An example might be Barney is currently in hospital.

Content

The content field allows you to provide some additional details about the alerts. It's good to keep this down to a sentence or two.

Alert Type

There are currently 2 types of alerts;

• Info - this will appear as blue

• Warning - this will appear as amber

Aside from the colour, there is not functional difference between the type of alert.

Alert Visibility

if you have scheduling enabled, you can set the visibility to be visible to support workers and/or visible to Standard Users when scheduling.

Alert Notifications

When creating an Alert, at the bottom of the form is the notifications section.

Primary Coordinator

Tick this option if you would like to notify the Participant's Primary Coordinator.

Notify Others

If you select the Notify others option, you will be given the chance to select other team members or user groups to notify when the alert is created.

After Creating the Alert

Once created, the alert will appear at the top of the participant's profile where it will display based on the colour of the alert type. It will include:

• Alert Title and Content,

• Date that it was created, and

• Visibility tags - based on whether it's been set for support worker or scheduler visibility.

If the alert was created with notifications, they would have been sent immediately at the time of creation to the assigned recipients via the choice of notifications

Removing an alert

Once an alert has been created, anyone with permission to update the Participant will be able to remove the alert. You can remove the alert by clicking the X button as outlined in the screenshot below.

Updating an Alert

Once created, Participant Alerts can not be updated. You will need to remove the alert and create a new one.

Alert Note Template

We also have a note template type for Alerts. To learn more about note templates click here for our user guide