Take Charge of Alerts

The actions to Take Charge of Alerts are very intuitive, especially once you understand the fields used when you Set up an Alert, the triggers and controls:

•

Task Time

•	Active Flag

•	Remind Time

Use the Alert pop-up:

When the Alert pop-up appears, you can click on any of the following actions listed in blue on the popup menu:

1.	Snooze Alert: Just like an alarm clock! To postpone the Alert, click Snooze and then select and click on the time interval you want for delay.

•	This Alert will disappear from the pop-up and the pop-up will close if this is the only Alert

•	Its Remind Time will be reset according to your choice

•	The Pending Alerts caption on Status Bar will blink red, even if the pop-up disappears

•	The pop-up (or this Alert among others on the pop-up) will reappear when the snoozed time has elapsed.

2.	Dismiss Alert: Click here to dismiss (inactivate) the Alert.

•	This Alert will disappear from the pop-up and the pop-up will close if this is the only Alert

•	The Active Flag on the Tasks Sub-Tab for this Alert is set to Inactive (empty)

•	Note that this detail may no longer display on the Tasks Sub-Tab, depending on the Uncompleted Only box on that screen.

•	To reactivate an Alert that has been Dismissed:

1.	Use the My Tasks Tab of the Office Manager to open the Tasks Sub-Tab of the appropriate item

2.	Set the Uncompleted Only box to empty so that Inactive Tasks will show

3.	When the Task detail for the Alert appears, set the Active Flag back on

3.	Open Alert: Click here to open the Tasks Sub-Tab containing the Task which set this Alert.

4.	Pending Alert: Click here to open the Pending Alerts screen with a list of all currently Pending Alerts. See below for further explanation.

5.	Close: Click here to close the pop-up window.

1.	The Alert pop-up will disappear.

2.	If Alerts remain, the Pending Alerts caption on Status Bar will blink red.

3.	Click on the Pending Alerts caption to open the Pending Alerts screen and control Alerts.

4.	However the pop-up will not reappear until you exit and later re-enter the program.

Use the Pending Alerts screen:

The Pending Alerts screen shows all Pending Alerts set for you.

This screen, with multiple details, is a DataView, where you can adjust the layout, print or export the data (see DataView Menu). There may also be a header panel above for the "parent" of the details, or a DataView Footer below. Usually you can use key-matching search on fields like ID Number.

Screen Header:

•	Left - Notice that the header section displays more information about the Alert selected from the details below.

•	Right - here you control the Alerts displayed by setting the Time to be compared to their Remind Time:

1.	In the Simple Lookup Box called Display Alerts due until, choose either Now or Custom.

2.	If you choose Custom, then set the Date and Time below, using the Calendar and Clock Helper.

Buttons to Control Alert details:

At the bottom of the screen, there are various controls, described from left to right:

•	Snooze Time and button:

►	Select the Alert detail from the list of details

►	Select the Snooze Time from the Simple Lookup Box at the bottom left

►	Click the Snooze button at the bottom left

•	Show Note check-box - use to display (in blue) the Note Text attached to each Alert on the detail screen, as shown in the illustration above.

•	Open button - to open an Alert on its Tasks Sub-Tab:

►	Select the Alert detail and click the Open Alert button at bottom right

►	Or, double-click on a selected Alert detail

•	Dismiss Alert button (set the Active Flag to Inactive):

►	A single Alert - select the Alert detail and click the Dismiss button at bottom right

►	All Alerts - use the Actions Menu and select Dismiss All

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