Documentation for ProTrack Warehouse 7.5.

Maintain Alerts in ProTrack Warehouse is used to setup alerts and alert parameters for pre-determined recipients. Maintain Alert is also used to set up a list of subscribers and their email addresses.

To access the Maintain Alerts screen:

  1. Log in to ProTrack Warehouse.
  2. Select the Alerts tab under the Configuration menu. The Maintain Alerts screen appears.


    Fig.253 Maintain Alerts


    Maintain Alerts Tab Descriptions

    Tab

    Description

    Monitor Plan

    Displays alert plan details and entities that are monitored by that plan.

    Alert Levels

    Displays details of different alert criteria like performance, utilization, effectiveness, and quality.

    Subscribers

    Displays shows subscriber details to send alerts to either through the screen or through an e-mail.

    Table 58. Maintain Alerts Tab Descriptions
    Maintain Alerts Field Descriptions

    Field

    Description

    Alert Plan

    Type a plan name, which is alphanumeric (combination of Alphabets and Numbers).

    Monitor Level

    Select the Alert Monitoring level. Currently individual is the only option.

    Response Time

    Type the Hours or Minutes given to a subscriber to respond to an alert.

    Reminder Time

    Type the reminder time.

    Start Date

    Click and select the Start Date of the alert plan, which should be earlier than End Date.

    End Date

    Click to select the End Date of the alert plan.

    Use Reminder

    If Use Reminder check box is selected, type the Reminder Time.

    Disable Alert

    Click ‘Yes’ to disable the alert, if not click ‘No’.

    Table 59. Maintain Alerts Field Descriptions


Adding Alerts

To add a new alert:

  1. Type the Plan Name.
  2. Select 'Individual' for the Monitor Level of the alert.
  3. Click Employee List link, the Search Employee screen appears. The employee details appear in the ‘Search Results’ section of the Search Employee pop-up.


    Fig.254 Maintain Alerts - Search Employees


    Tip

    • To list the Employees with first names starting with a particular character, enter the character into the field. For example, to search the employees starting with the character 'P', enter 'P' in the first name field to list employees with first names starting with P.

  4. Select the check box of each employee that will be monitored from the list.


    Fig.255 Maintain Alerts - Select Employees


  5. Click and the selected employees will populate in the 'Employee List' section.
  6. Click on the 'Alert Level' tab.


    Fig.256 Maintain Alerts - Alert Level


    Alert Level Field Descriptions

    Field

    Description

    Performance Alert Lower Limit

    Indicates the acceptable lower level of normal performance that is being monitored.

    Performance Alert Upper Limit

    Indicates the upper level of normal performance that is being monitored.

    Performance Critical Lower Limit

    Indicates the acceptable lower level of critical performance that is being monitored.

    Performance Critical Upper Limit

    Indicates the upper level of critical performance that is being monitored.

    Utilization Alert Lower Limit

    Indicates the acceptable lower level of utilization that is being monitored.

    Utilization Critical Lower Limit

    Indicates the acceptable critical lower level of utilization that is being monitored.

    Effectiveness Alert Lower Limit

    Indicates the acceptable normal lower level of effectiveness that is being monitored.

    Effectiveness Critical Lower Limit

    Indicates the acceptable critical lower level of effectiveness that is being monitored.

    Message

    Type a corresponding message for any of the criteria (Performance, Utilization, and Effectiveness) depending on the Normal or Critical Limit.

    Table 60. Alert Level Field Descriptions

    Quality Threshold Field Descriptions

    Field

    Description

    No. Of Errors - Alert Normal Limit

    Indicates the acceptable number of errors for normal level for the given Unit Of Measure (UOM).

    No. Of Errors - Critical Limit

    Indicates the acceptable number of errors for critical level for the given UOM.

    % Of Errors - Alert Normal Limit

    Indicates the acceptable percentage of errors for normal level for the given UOM.

    % Of Errors - Critical Limit

    Indicates the acceptable percentage of errors for critical level for the given UOM.

    UOM

    Unit Of Measure (Cases, Lines, Pallets, Units).

    Message

    Type a corresponding message for the criteria (No. of Errors or % of Errors) depending on the Normal or Critical Limit.

    Table 61. Quality Threshold Field Descriptions
  7. To specify alert levels of the selected entities, type the relevant fields under the sections: Performance, Utilization, Effectiveness, and Quality Threshold (Total Errors or Use % of Errors).
  8. Click the 'Subscriber' tab to select subscribers of the alert plan.


    Fig.257 Maintain Alerts - Subscriber


  9. Click the 'Select Subscriber' link and the Search Employee screen appears.


    Fig.258 Maintain Alerts - Select Subscribers


  10. Select the check boxes next to the employees to add them as a subscriber.
  11. Click and the employees will be listed in the Maintain Alerts screen.


    Fig.259 Maintain Alerts - Subscribers


  12. Click to save the plan.

    Info

    • To delete a subscriber select the corresponding check boxes and click .


Searching Alerts

To search for particular plans:

  1. Click in the Maintain Alerts screen and the Search Alerts screen appears.


    Fig.260 Maintain Alerts - Search Alerts


  2. Type the Monitor Plan or select the Alert Level from the drop down list.
  3. Click and the records for the selected criteria will be listed in the 'Alert Search Results' section.

    Tips

    • To list Plans with names starting with a particular character, enter the character into the field. For example, to search plans starting with the character 'C', enter 'C' in the Monitor Plan to list plans with names starting with C.
    • If no search criteria are specified all the plans will be listed in the 'Alert Search Results' section.


Viewing & Editing Alert Plans

To view and edit the plan:

  1. Search and list the alert plans you want to view or edit in the ‘Alert Search Results’ section.
  2. Click the Alert Plan link from the ‘Alert Search Results’ section. The details of the plan appear in the corresponding fields in the Maintain Alerts screen.
  3. Change the required fields and click to save the changes.

    Tips

    • If you have made the changes in the fields and do not want to save the details, click before you save the changes.
    • If you want to add an alert plan at this point, click to clear the fields and to bring the screen to add mode.
    • To delete a subscriber select the corresponding check boxes and click .


Deleting Alert Plans

To delete the plans:

  1. Search and list plans in the ‘Alert Search Results’ section.
  2. Select the Alert Plans in the ‘Alert Search Results’ section by selecting the check box of each plan.


    Fig.261 Maintain Alerts - Delete Plan


  3. Click and the selected plans are deleted.
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