Setting up alerts for missing policies in a customer’s account

You can use custom policies to help track if your customers have filled out required forms, have specific skills or received specific instruction. For some things like forms you will want to be alerted if they have not been completed, while for other things like skill verification you will want to be optional without an alert if missing. Here is how to set up an alert for a missing policy.

  1. In the Data Entry main window click Manage and select Settings to bring up the Configure Settings window.
  2. Click the Waivers/Custom tab.
  3. Under Custom Policies/Skills/Text check Use Policy 1 and/or Use Policy 2. Enter the name of the policy/skill/instruction. Note that you can only set alerts for Policy 1 and 2.
  4. Check Alert if missing for either policy you wish to create an alert for.
  5. Click Close to finish.

 

 

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