You can set up alerts to monitor critical visits and worker activity, such as when logged timings fall outside set tolerances. Alerts can be sent to different recipients and scheduled so they’re received during working hours or by on‑call staff.
What alerts are used for
Alerts notify selected recipients when:
Visits are marked as Critical.
Worker logged times don’t meet configured tolerances.
Monitoring data is captured through mobile, ECM, biometric, or legacy solutions.
You can control who receives alerts, when they receive them, and which workers or clients they apply to.
Set up or update alert recipients
To set up or edit alert recipients, follow these steps:
Click Monitoring and Alerts.
Click Recipients.
For Alert source, click All to view all monitoring recipients.
Choose the recipient you want to update, then click Properties.
Configure recipient details
To configure their details, follow these steps:
Click Recipient Details, then enter or update the recipient’s details.
Choose the Recipient of type:
Legacy: For records created in older versions.
Biometric: Alerts captured via biometric devices.
ECM: Alerts captured via electronic call monitoring.
Mobile: Alerts captured via the mobile worker solution.
Choose alert types
Next, choose the alert type. To do this, follow these steps:
Click Alerts.
Select the alert type checkboxes the recipient should receive.
Choose whether each alert should be sent by Email, SMS, or both.
Set alert schedules
To set the alert schedules, follow these steps:
Click Schedule.
Set the from and to times for when alerts should be sent.
Select the days the recipient should receive alerts.
This lets you send alerts out of hours to on‑call staff only.
Assign groups
To assign groups to receive the alerts, follow these steps:
Click Groups.
Select the worker and client group checkboxes the recipient should receive alerts for.
Clear any group checkboxes that aren’t required.
Click OK to save.