Participant Alerts Report
Open Reports > Participants > Participant Alerts.
Report Overview
This report lists the alerts recorded against your Participants' profiles. It opens on Active alerts for all the Participants you can view.
Alerts for archived Participants are never listed, whichever filters you choose.
"Your own Participants" (My Participants) are the Participants you are the Primary Coordinator for, plus those where you are the Service Coordinator on a service that is running today.
Report Columns
Participant
The Participant the alert is recorded against.
Date
The date the alert was created.
Alert Type
Info or Warning.
Details
The alert's title and content. An archived alert is marked as archived.
Created By
The user who created the alert.
You can sort by Participant, Date and Alert Type.
Available Filters
To apply filters, click on the filter icon and select the filter you'd like to use.
Search
Searches the alert's title and content.
Type
Show only Info or Warning alerts. With no type chosen, both are listed.
Team
Show alerts for Participants whose Primary Coordinator, or a Service Coordinator on their current Plan, belongs to the selected teams. This filter appears when Teams are enabled.
Participant
Show the alerts for a single Participant.
Primary Coordinator
Show alerts for the Participants a user is the Primary Coordinator for, or choose Unassigned for Participants with no Primary Coordinator. This filter, and Service Coordinator, appear when Participant filters are enabled.
Service Coordinator
Show alerts for the Participants a user is a Service Coordinator for on their current Plan, or choose Unassigned for Participants with none.
A Region filter also appears when Regions are enabled.
All Participants or My Participants
Use the Participants switch to choose All Participants or My Participants. It opens on All Participants. If you can only view your own Participants, the report shows only those.
Alert Status
Choose Active or Archived alerts. The report opens on Active.
Updating Alerts
To update an alert, select the three dots at the end of its row and click View Profile. The Participant's profile opens in a new tab, where you can review and manage their alerts.
To see more on how to update alerts, visit the Participant Alerts guide.