Account Alerts Overview

Account Alerts help staff see important account information during common tasks. Staff with the right permission can turn account notes or account flags into Account Alerts. This makes important details easier to see when staff are helping residents, checking in members, or completing transactions.

Key Features

• Create alerts from notes or flags: When staff create or edit an account note or flag, they can select Apply as Account Alert to make it an alert.

• Manage notices in one place: Account Notes and Account Flags are now shown together in the Account Notices section on user profiles. Staff can search, filter, and review notes, flags, and alerts in one place. Alerts are sorted to the top of the list.

• Support multiple active alerts: Each household can have up to 15 active Account Alerts. A counter shows how many alert slots are still available.

• View alerts during key workflows: Active Account Alerts appear in important areas, including:

  • Resident search in the Catalog

  • Check-In under the Activities tab

  • Global Membership Check-In

• Track alert activity: When an alert is created, updated, or removed, the change is saved in the audit log. The log shows who made the change and when.

• Control alert management with permissions: The Manage Account Alerts permission controls who can mark notes and flags as Account Alerts or remove alert status from them. This permission is found under the Account Management tab, and then Household Actions. Staff can still view alerts and open the alert drawer even if they do not have this permission.

Key Takeaways

Account Alerts help staff quickly find important account details. They help staff see the right information at the right time. This can reduce missed details and help staff make better decisions.

Introducing Account Alerts

Alerts on the Account Management Screen

Important Note

Existing Account Flags and Account Notes can be turned into Account Alerts by editing the note or flag and selecting the “Apply as Account Alert” checkbox.

The Account Management screen lets you view and edit account alerts and notices. To learn more about account notices, review the related help articles for Flags, Prompts, & Waivers section and the Account Flags Section.  

1. Log in to Recreation Management

2. Search and select a user
   

3. View the Account Notices section

4. Review, create, edit or delete the notes, flags, and alerts for the account from here
   

Alerts in the Catalog

When you search a resident who has active Account Alerts, a yellow alert notice appears. You can select the alert notice to view the resident’s alerts.

1. Log in to Recreation Management.

2. Navigate to the Catalog.
   

3. Use the Account search to search for a resident.
   

4. If the resident’s household has active Account Alerts, a yellow alert button appears.
   

5. Select the yellow alert button to open the active alerts drawer.
   
   

Alerts on the Check-In under the Activities tab

When you check in a member who has active Account Alerts, a yellow alert notice appears. You can select the alert notice to view the member’s alerts.

1. Log in to Recreation Management

2. Navigate to the Activities tab and select check-in.
   

3. Check in a member. To learn more, review the Check-in Overview article.

4. If the member has active Account Alerts, a yellow alert notice appears. Select the alert to review any relevent notes.
   

Alerts on the Global Membership Check-In

When you check in a member who has active Account Alerts, a yellow alert notice appears. You can select the alert notice to view the member’s alerts.

1. Log in to Recreation Management

2. Check in a member. To learn more, review the Check-in Overview article.

3. If the member has active Account Alerts, a yellow alert notice appears. Select this alert to review any available notes.
   

Account Alerts Drawer

Whenever there is an opportunity to add a user to an activity or facility there will be a yellow account alert if that user has any account notes or flags marked as an account alert. To view and edit these alerts you can select the arrow within the yellow bar.

1. Select the yellow arrow icon button to open the active alerts drawer.
   

2. Review the alerts in the drawer.

   

3. To view or edit an alert, select the arrow icon next to the alert.
   

4. This arrow will take you to the user Account where a alert edit window will pop up. Here you can edit the alert as needed. To learn more about editing an Account Note review the Edit a Flag article.

5. Edit the alert as needed and Save.

   

Account Alerts Permissions

Staff need the right permissions to create, edit, or remove Account Alerts. You can manage these permissions under the Account Management tab. To learn more, review the Permissions Guide article.

• Manage Account Alerts: This permission lets staff mark account notes or account flags as Account Alerts. It also lets staff remove alert status from notes or flags.

• Attach Flag to Accounts: This permission lets staff add or remove flags from an account. For more information about Account Flags and/or:

  • Add an Account Flag

  • Remove an Account Flag

• Add Account Notes: This permission lets staff create notes on an account from the user profile.

• Remove Account Notes: This permission lets staff remove account notes from an account.