Introduction
The feature to configure alerts is useful for teams stay on top of performance and security metrics. It enables IT admins to set personalized thresholds, severity levels, and message content. You can also select specific roles to receive alert notifications and choose to deliver them through email or the in-product notification center.
Viewing Active Alerts
To view existing alerts:
Log in to your Workforce Experience Platform. The Home page is displayed.
From the left menu, click Alerts > Active Alerts. A list of existing alerts is displayed.
For each alert, view the severity level, which is color-coded as Critical (red), High (red), Medium (orange), and Low (grey), along with the Alert Name, Impacted Devices, Impacted Fleet %, and Last Triggered indicator.
Use the Search bar to enter key words and find alerts
Click on any alert name to view the Alert Details page, which provides a Remediation Guide and the option to export the data for further analysis.
Configuring Alerts
To customize an alert:
From the left menu of the Workforce Experience Platform, click Alerts > Alerts Management. The Alerts Management page is displayed with two separate sections. The upper section, Manage Alert Notification and the lower section, Alerts Management.
In the Alert Management section, locate the alert to update.
Option 1: Click on the alert name. When clicking the alert name, the alert details are displayed in edit mode.
Option 2: Hover over an alert. An action icon with three dots appears on the far right.
Click the action icon and select Edit. The Edit Alert page is displayed.
Modify one or more fields of the alert:
Severity: Select a severity level from the Severity dropdown. The updated severity appears in the platform and notifications.
Title: Enter a new intuitive title in the Title field. The updated title appears in the platform and notifications.
Description: Enter a clear description in the Description field. The description appears below the alert title.
Threshold: Set a custom fleet threshold in the Threshold field from 1 to 100.
For example, if set to 10%, the alert triggers when 10% or more of devices experience the issue.
Review the updated fields and click Save. When the changes are successfully saved, a confirmation message appears in the bottom-right corner.
The selected alert details are now updated. The changes will reflect in the Active Alerts page.
Note
Use the X button in the upper-right corner to cancel the update.
Configuring Alert Notification Channels
From the left menu of the Workforce Experience Platform, click Alerts > Alerts Management. The Alerts Management page is displayed, where Manage Alert Notifications appears at the top of the page.
Configure In-product notifications:
Click In-product notifications dropdown. All available user roles are displayed.
Select one or more roles from the list. All selected roles will receive in-product notifications when an alert is triggered.
These notifications appear in the Notification Center, accessible via the bell icon in the upper-right corner of the platform.
Configure Email notifications:
To also enable email notifications, click the Email notifications dropdown. All available user roles are displayed.
Select one or more roles from the list. All selected roles will receive email notifications when an alert is triggered.
Note: Email notifications will only be sent to users if they have opted for email notifications. If no roles are selected for either communication channel, no notifications are sent. However, alerts will still appear in the platform on the Home page and Active alerts page.
Enabling and Disabling Alerts
From the left menu of the Workforce Experience Platform, click Alerts > Alerts Management. The Alerts Management page is displayed with existing list of alerts.
Configure status of individual alerts:
On the Alerts Management page, check the Status column of the alert.
If Enabled, it is actively monitoring and will trigger when the alert threshold is reached.
If Disabled, it is not monitoring and will not trigger an alert.
To update the status of an alert, hover over the alert. In the far-right of the row, an action menu is displayed with three dots.
Click Enable or Disable from the action menu. The Status column updates to reflect the new status of the alert.
Configure status for multiple alerts in bulk:
Select multiple alerts by clicking the checkboxes next to each alert. New menu options appear at the top of the alerts table with options to Enable or Disable.
Update the alert status:
Click Enable to activate all selected alerts that were previously disabled.
Click Disable to deactivate all selected alerts that were previously enabled.
When the status update is successful, a confirmation message appears in the bottom-right corner and the Status column updates to reflect the changes.
Deleting Alerts
To delete an existing alert:
From the left menu of the Workforce Experience Platform, click Alerts > Alerts Management. The Alerts Management page is displayed with existing list of alerts.
To delete individual alerts:
Hover over the alert you want to delete. In the far-right of the row, an action menu appears with three dots.
Select Delete from the action menu. A confirmation popup appears:
Click Delete to permanently remove the alert. The alert is removed from the alerts table.
Click Cancel to discard the action.
To delete multiple alerts in bulk:
Select multiple alerts by clicking the checkboxes next to each alert. New menu options appear at the top of the alerts table with an option to Delete.
Click Delete to remove all selected alerts. A confirmation popup appears:
Click Delete to permanently remove the alert. The selected alerts are removed from the alerts table.
Click Cancel to discard the action.
Note
Deleted alerts cannot be retrieved. If you may need an alert in the future, we recommend disabling alerts instead of deleting.
Related Resources
For additional information, refer to the following articles:
Contact Us
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