Absence Triggers and Alerts

Created by Harrigan Phillips, Modified on Fri, 29 Jul, 2022 at 11:02 AM by Daniel Kamran

This article will discuss setting up triggers and alerts for absences. The absence trigger conditions are checked when adding / editing absences. If the criteria are met then an alert is added to the system and an email is sent out.




Setting Up Triggers


Go to Staff > Absence Manager > Alerts > Triggers and click on Add Trigger and fill in the relevant details and then click save.



FieldDetails
Trigger Name

A name for this trigger

Trigger TypeYou can set the trigger type to based off either an absence status or reason
TriggerSet which status or reason you want the trigger to be for
Number of InstancesSet the number of absence instances you would like the trigger to check for
Within Number of DaysThe trigger will check for the number of instances set above within the number of days set
Trigger DescriptionA description of the trigger
Enable TriggerYou can turn the trigger on or off





Setting Up Notifications


The two methods for notifications are by email or viewing absence alerts using the dashboard widget or in the Absence Manager screen under the Absence Alert tab for a staff member. 


To enable email notifications, the staff member needs to be part of a security group that contains the Staff - Absence Trigger Notification permission.


To view the alerts set off by the triggers first, you must ensure that you have the Staff - Absence Manager permission to view this information. Then, go to the main dashboard and add the widget for Staff -  Absence Alerts or you can go to the Absence Manager screen, select a staff member and view the alerts tab. In both areas, there are multiple options for the alerts.



OptionDetails
Resolve AlertThis will mark the alert as resolved so the alert no longer shows in the widget. You will be able to view resolved alerts in the Absence Manager screen under the alerts tab
Unresolve AlertThis will mark the alert as unresolved
View Alert DetailsYou will be able to see the absence details which triggered the alert
Delete AlertHere you will be able to delete the alert



Tip
When marking the absence alert as resolved you will be prompted to include some notes which you can view in the Absence Manager screen un der the alerts tab using the View Alert Details option


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