Schedule item alerts

Schedule item alerts are a system of notifications and reminders that draw attention to tasks or actions that require a user's attention. Alerts can be created by members of the tender team and can be configured for members of the tender team.

The following users can view schedule item alerts:

• Tender administrators

• Any tender team member

• Any user with the Business Unit - Audit Access to Tenders in Business Unit and the Access Across all Business Units user role permissions

The following users can add, edit and delete schedule item alerts:

• Tender administrators

• Any tender team member with the Tender - Write Access permission

View schedule item alerts

Do one of the following:

1. Navigate to the home page of the tender. If necessary, click the Schedule tab.

2. Click the drop-down arrow for the schedule item you want to edit, and select Edit Schedule Item from the menu.

   The Edit Schedule Item page is displayed.

   The Alerts section is displayed at the bottom of the page.

Add alerts to single schedule items

3. Navigate to the home page of the tender. If necessary, click the Schedule tab.

4. Do one of the following:

   • Click the drop-down arrow for the schedule item to which you want to add an alert, and select Add Alerts from the menu.

   • Click the drop-down arrow for the schedule item you want to edit, and select Edit Schedule Item from the menu.

     The Edit Schedule Item page is displayed.

     The Alerts section is displayed at the bottom of the page. Click Add Alert.

   The Available Alerts page is displayed.

5. Click the link for the alert you want to add.

   The Add Alert page is displayed.

6. Select Company User or Contractor for Target User Type to specify who will receive the alert.

7. Alerts can be set for a fixed date and time or the timing of an alert can be set in relation to the start/end date of a particular schedule item.

   To set an alert for a fixed date and time:

   1. Select Set a fixed alert start date/time.

   2. Click the icon and select the date/time you want the alert to start.

   To set an alert in relation to the start/end date of a schedule item

   3. Select Set an alert start date/time in relation to the schedule item start/end date/time.

   4. Click the arrow button assigned to the day(s), hour(s) and min(s) to select the required number of days, hours and minutes.

   5. Select Before or After to specify whether you want to set the alert before or after the selected time.

   6. Select Schedule Item Start or Schedule Item End to specify whether you want to set the alert at the beginning or end of the schedule item.

8. Click Save.

   A confirmation message is displayed.

Add alerts to multiple schedule items

Users can add alerts to multiple schedule items through a single action.

To add multiple alerts:

9. Do one of the following:

   • Navigate to the home page of the tender. If necessary, click the Schedule tab. Click Schedule Actions, and select Add Alerts from the menu.

   • Navigate to the project/dept page. Click the drop-down arrow for the required tender and select Add Alerts.

   The Select Alerts page is displayed.

10. Click the link for the alert you want to add.

    The Add Alert page is displayed.

11. Select Company User or Contractor for Target User Type to specify who will receive the alerts.

12. Alerts can be set for a fixed date and time or the timing of an alert can be set in relation to the start/end date of a particular schedule item.

    To set an alert for a fixed date and time:

    7. Select Set a fixed alert start date/time.

    8. Click the icon and select the date/time you want the alert to start.

    To set an alert in relation to the start/end date of a schedule item

    9. Select Set an alert start date/time in relation to the schedule item start/end date/time.

    10. Click the arrow button assigned to the day(s), hour(s) and min(s) to select the required number of days, hours and minutes.

    11. Select Before or After to specify whether you want to set the alert before or after the selected time.

    12. Select Schedule Item Start or Schedule Item End to specify whether you want to set the alert at the beginning or end of the schedule item.

13. Select the schedule items to which you want to add the alerts.

14. Click Save.

15. A confirmation message is displayed.

Edit schedule item alerts

16. Navigate to the home page of the tender. If necessary, click the Schedule tab.

17. Click the drop-down arrow for the schedule item you want to edit, and select Edit Schedule Item from the menu.

    The Edit Schedule Item page is displayed.

    The Alerts section is displayed at the bottom of the page.

18. Click the icon for the alert you want to edit.

    The Edit Alert page is displayed.

19. Edit the alert as required.

20. Click Save.

    A confirmation message is displayed.

Delete schedule item alerts

21. Navigate to the home page of the tender. If necessary, click the Schedule tab.

22. Click the drop-down arrow for the schedule item you want to edit, and select Edit Schedule Item from the menu.

    The Edit Schedule Item page is displayed.

    The Alerts section is displayed at the bottom of the page.

23. Click the icon for the alert you want to delete.

    A warning message is displayed.

24. Click OK.

    A confirmation message is displayed.