Creating an Issue Alert Automation
Prerequisites for Creating Issue Alert Automations
User must have following permissions:
Create, Edit, and Delete Issue Alert Automations, which allows the user to create the automation.
View the Search Page and Search for Students, so they can search for students and save searches if using Saved Searches to create the automation.
View and Search Using the Advanced Search Filters is not strictly necessary but will probably be needed to create robust saved searches if they are using these to create their automation.
Various Standard Report permissions if the user is creating automations from V3 reports, they need to have access to at least one relevant report.
Create Alerts to have the ability to issue the Alert.
If the user has these permissions, they should create a Saved V3 Report OR a Saved Search to create the Issue Alert automation from.
Creating an Issue Alert Automation
First Steps: Saved Search
Open the Lists and Saved Items page. Navigate to the Automations table and select New Automation.
The New Automation page opens. Enter the Automation Name.
Enter the Automation Conditions. Select a Saved Search and then choose Issue Alert from the THEN... take this action field.
First Steps: Saved V3 Report
There are two places you can initiate a new automation for a Saved V3 Report: the Lists and Saved Items page on the Automations table or the My Report Automations tab on the Reports page.
If you are creating an automation from the Lists and Saved Items page, select the New Automation button on the table. If you are creating an automation on the My Report Automations tab, select the Add Automation button.
The New Automation page opens. Enter the Automation Name.
Enter the Automation Conditions. Select a Saved Report from the dropdown. Choose Issue Alert from the THEN... take this action field.
Selecting the Alert Reason and Saving the Automation
If desired, check the Omit initial matches box. You may want to do this if your intent is to issue an alert on any new students who meet your conditions, for example, transfer students with a GPA under 2.0, but you have already triaged current students who meet that condition. Please note that once your Automation has been configured and has run, you cannot go back into the Automation and select the Omit initial matches box.
Next, select your Alert Reason from the dropdown. It is then a good idea to select Preview Alert Reason, which shows you the settings and notifications associated with the Alert Reason.
Once you are satisfied about the Alert Reason settings, you can then enter the Automation Schedule.
Set your duration. Next, set automation frequency. This sets how often your automation checks for new students. Finally, set a Time. You will be notified by email two hours before each automation run, so it's best to set this two hours after you can review it.
Once everything is set, click Save Automation. A confirmation window opens. Click Save as Active to start the automation.