Email Alerts

Alerts enable you to send emails sent based on conditions for responses. For example, an alert can be defined that triggers an email containing the name of the participant and a link to their response every time a new response is completed for a survey. Alerts are managed in the Alert list screen.

1. Access the Assessment Hierarchy.
   1. Select the Default GRC context from the context menu.
   2. Click the Workflow Management tab.
   3. Select Assessments from the Assessment Management group.

      

2. Right-click the assessment from the assessment hierarchy tree and select Alerts.
3. Alternatively, right-click the default assessment folder (Ad-hoc Assessments or Templates) where your assessment is housed, and select View Assessment.

   Note: You will not see the View Assessment icon on right-clicking the main assessment folder.

4. Select the checkbox next to the assessment in the list and click Alerts.

   

Add an Alert

1. Click Add email alert for assessment.
2. Enter the information in the Email Alert screen.
3. Click Save. The email alert will be added to the list.

Edit an Alert

1. Select the checkbox next to the alert in the list and click Edit.
2. Edit the information in the Email Alert Screen.
3. Click Save when finished.

Delete an Alert

Select the checkbox next to the alert in the list and click Delete. The alert will be removed from the list.