This article outlines how to send an alert to internal groups or contacts.
Internal alerts can be sent to groups or individuals within your organization. Based on a user's role, their alert form may differ. The following covers the most common alert form used within the system.
If the instructions or form below are not familiar, click here to see the docs related to the legacy alert form.
Step 1: Access the Send Alert Module
Select Send Alert from the left-hand navigation menu.
After navigating to the Send Alert page, you will see an additional navigation menu on the left side of the screen. This is the outline of the Send Alert Form that is assigned to your role. As you complete the alert form, the selected values will populate here as a reference as you continue through the create alert process.
Step 2: Identify Incident Type
In most cases, selecting the incident type is a mandatory field. The incident type gives recipients further insight and information about the alert. Assigning an incident type also allows for more detailed reporting and filtering on alert history.
Incident types can be selected from either existing or new incidents.
- Select the incident that best fits the current situation.
- Optionally, users can select a template to pre-populate fields from the selected template.
- Not all users will have permission to select a template.
Step 3: Assess the Severity
The Severity Assessment, similar to incident type, allows for recipients to quickly gather important information about the current crisis that is being reported. Generally, for emergencies, the Severity Assessment is required.
- Answer all the questions on the assessment. Optionally, you can enter additional information at the bottom.
Step 4: Delivery Methods (optional)
This part of the alert form allows users to adjust the channels that the alert will be sent through (mobile push, email, SMS, voice). The defaults that are set by your organization's admin will be assigned to the alert by default; however, this field allows users (that have permission to do so) to modify the channels to better target alert recipients.
- To modify the delivery methods, toggle the Use Default Delivery Settings off.
- This will expand the card and allow you to select/deselect any of the available alerting channels.
For internal alerts, SMS is the default delivery method.
Step 5: Recipient Selection
Recipients can be selected by either group or individual contact. Alerts require at least one contact.
- Some users may have auto-populated recipients based on their role. If this is the case, the recipient group will auto-populate on this card.
- Users can add to the pre-populated groups if desired.
- Pre-populated groups cannot be removed.
Step 6: Subject and Message
The subject and message fields are both required to be able to send an alert.
Step 7: Attachments (optional)
The attachments field allows users to attach any related images to their alert. Recipients will be able to view these images on both the mobile and web application.
To add an attachment:
- Select the Add Attachment button.
- Select the image file(s) that you would like to attach.
Step 8: Preview and Send
The preview card allows the sender to preview the alert to ensure that all the entered information is correct. If there are any required fields that have not been completed, the preview card will notate which required fields are still incomplete (see previous screenshots for examples).
When you are satisfied with the alert preview and all required fields are complete, click the Send button. Users will be prompted to confirm the send action and can view the total recipient count before sending. Once they click Yes, the alert will be sent out. Once an alert is sent, it cannot be modified.