Each minute, the system generates a number of alerts and notifies any configured notification groups. You can view alerts in the web portal by clicking the Alerts link in the main navigation.
Alerts can be dismissed by acknowledging them, which records the fact that a member of staff has seen it.
It's important to consider that alerts that depend on data being communicated from the carer's app will still be generated if the carer has checked in, but it hasn't been sent to the server yet because of a network issue.
Alerts can also be resolved automatically if a certain condition is met (e.g. mobile signal issues). See the resolution section for each alert type for more information.
Setting up notifications for alerts
To be notified when an alert is generated, set up a Notification Group.
Types of Alert
Late arrival alerts will be generated if a carer hasn't turned up to a booking within the configured Punctuality Threshold.
Late booking alerts will be resolved as soon as the carer checks in, but will still be available for acknowledgement.
Missed booking alerts are generated after the planned finish time of the booking, taking into account the Punctuality Threshold.
Missed booking alerts will be resolved as soon as the carer checks in, but will still be available for acknowledgement.
If a task isn't completed before it's time-window is finished, a missed task alert will be generated.
Missed task alerts will be automatically resolved if a completion is synced.
When a task completion status is marked as "alertable", an alert will be generated any time that completion status is chosen.
The alert will be marked as resolved if the completion is changed to a non-alertable status.
When a booking note is analysed and flagged for review, an alert will be generated.
Once the note has been reviewed, the alert will be automatically resolved.
Notification Rules allow you to tweak when notifications are delivered to you. Rules are currently configurable for Late & Missed Bookings.
For each rule you must specify a maximum booking duration, and an action to take. For example:
- For bookings shorter than 15 minutes, don't send a notification
- For bookings shorter than 60 minutes, notify me after 15 minutes.
By delaying notifications, it gives the alert a chance to resolve itself (by a carer arriving, or the app syncing).
Acknowledging alerts shows that a member of staff has seen them, there are 3 ways to acknowledge an alert:
- Click on the tick next to the alert - you can then enter a reason
- Select multiple alerts by using the tick boxes on the left hand side, or using the select all (up to 20 items) tool at the top left hand side. There will then be an acknowledge button at the bottom of the page - a reason can still be entered, but it will be for all alerts
- Using the :more_vert: button on the right hand side above the alerts, there is an acknowledge all option. Use that to clear all alerts within an alert group. For example, if you clear all late arrival alerts, it will not clear any other alert types such as alertable task completions. As with the second option above, you can enter a reason but it will be one reason for all alerts.
You can un-acknowledge an alert if it has been acknowledged too soon. Using the filters on the right hand side, you can change the shown items from un-acknowledged, to acknowledged or all. On the acknowledged alert you wish to revert, click on the :block: icon to un-acknowledge the alert.