How alerts and round-ups work
Why you get notified and how to control it.
Communications decide who hears about what, and when.
Alerts are instant
An alert fires when something happens, such as a check failing, going overdue, or an incident being reported. Use alerts for things someone must act on now.
Round-ups are scheduled summaries
A round-up is a regular email (for example each morning) listing what is due, overdue or completed. Use round-ups for managers who need an overview without a flood of messages.
Severity levels
Templates exist for Warning, Urgent and Critical. Higher severity should go to fewer, more senior people so important messages stand out.
Email templates and tags
Templates use tags in double curly brackets that are replaced with real details, such as the entry title or asset name, when the message is sent. Edit the wording, but keep the tags.
Good practice
- Always add at least one recipient.
- Start with round-ups and add alerts only where speed matters.
- Review recipients when staff change.