Type of Alert: Expiring Assets Alert

This alert lists assets that are do to expire in a specified number of days.

To setup an Expiring Assets alert:

1. Click the Add button to the left of Expiring Assets.

   

2. In the General Info section of the Add New Alert page, give the alert a name by entering one in the Name field.

   

3. Enter a description or other notes about the alert into the Notes field.

   

4. If you only want the alert to be issued the next time the conditions are met and not every time conditions are met, check Make this alert a One-Shot.

   

5. If you want a reminder email sent out on a regular basis, select Send a reminder every [] days, and enter the number of days in the box. Otherwise, leave Do not send reminder emails selected.

   

6. By default, alerts you create are enabled. To disable the alert , select Disabled under This alert is.

   

7. Specify who the alert will be emailed to when triggered.

   To add yourself as a recipient, click ADD MY EMAIL.

   

   To add additional recipients, enter their addresses separated by semi-colons (;) or by new lines.

   

8. Select the type of assets the alert watches for.

   

   • All assets whether they are in-house or with any customer.

   • Assets at any customer.

   • Assets at this one customer. Enter the name of the customer is the box.

     Click Open Customer Search to choose the customer from a search list.

     Check Include Departments to watch for assets in any of the customer’s departments.

9. Specify the number of days before expiration you want to get alerts for by entering a number in the Alert when assets are within [] days of expiring field.

   

   For example, if you want to get an alert for assets that expire in 7 days or less, enter “7”.

10. Click SAVE THIS ALERT to save the alert.