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Create an Alert/Notification for Important Information
Create an Alert/Notification for Important Information
Jonathan Heilman avatar
Written by Jonathan Heilman
Updated over 4 months ago

Alerts are used in Permit Manager to notify users about specific items related to a property, permit, or other record. Many of the alerts are automated, however, users have the ability to create a High Priority Alert on a property record by creating an Incident. The High Priority Alert shows up as a red circle over the gear menu.

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Incidents are very useful to notify users about an issue on the property that requires close attention, or a situation that must be remedied before a permit is issued.

Create an Incident from the Edit Property window. Click Incidents to open the Incidents List.

To create a new incident, click the Plus button.

Within the Edit Incident window, type the text for the Incident and check the Open checkbox. Click Save.

If this is the first Incident, the High Priority Alert will appear on the property record when the data is refreshed. One way to force a refresh is to close the property and re-open it.

To view the Alerts, click Gear > Open Notifications.


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