Create an alert on an account

We can create an Alert to issue an alarm for an account that has a noncompliant attribute, and set up email notification of this alert.

When we are working with a particular service with Manage Services in the navigation tree, we can set up a global policy enforcement alert for that service. Click the icon next to it in the list. Select Configure Policy Enforcement. Clicking Use Global Enforcement Action: Alert establishes a global policy alert for that service at the date and time we specify.

To set up an alert for an account that has a noncompliant attribute...

1. From the navigation tree, select Configure System > Configure Global Policy Enforcement.

2. On the Configure Global Policy Enforcement page, select Alert in the Enforcement Action section.

3. Click Continue.

4. On the Configure Global Policy Enforcement page, select the General page to provide information and settings for the alert. Provide the participant information and time intervals. Process types for which an alert is generated, and click Submit.

   Supply the following information.

   Alert name

   Specify the name that identifies the alert.

   Send compliance alert to

   Participants who receive the compliance alert.

   Number of days to wait before escalating compliance alert

   Number of days before an alert is escalated.

   Escalate compliance alert to

   Participants who receive an escalated compliance alert.

   Number of days after which the system will take corrective action

   Specify the number of days that the system waits until corrective action is taken.

   Process Types table

   Processes that generate a compliance alert. If no process type is selected, the system automatically corrects a noncompliant account for that process type. The correction can modify or delete the account.

   Generate Alert

   Process type for which an alert is generated. Select the check box of the process type for which to generate alerts.

   Process Type

   Specify the type of workflow process that generates a compliance alert.

5. On the Configure Global Policy Enforcement page, select the email page to provide text for the alert notification email. Alternatively, choose to use the default template. If we do not use the default template, enter the subject line of the email notification. Provide the plain text body or the XHTML dynamic context.

6. Click Submit.

7. On the Confirmation page, select a time and date to schedule this operation. After we select this option, you can select the calendar and clock icons to customize scheduled date and time.

   • Select Immediate, and then Submit if to run the request immediately. The current date and time are displayed.

   • Select Effective date and then Submit if to run the request at a date and time that we customized.

8. On the Success page, click Close.

Parent topic: Configure a global enforcement policy