Alerts & Notifications - Notifications for your reporting process | Scribe

    Alerts & Notifications - Notifications for your reporting process

    • Fernando Montenegro |
    • 0 step |
    • 12 minutes
    Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

    Status Alerts

    - From the Control Panel click on **Automation** - Select **Notifications** - Click on the **Plus icon**
    - Under **Name**, enter the name of the Notification, in this example, ‘Status alerts’. - Choose an element from the **Element Type dropdown** that you want to be notified about - Select when to notify the recipient, for example, you can select to notify the recipient when the **Status Equals Below Plan**
    - Navigate to the **Elements and Recipients tab** - You will be prompted to **Save** - Click the **link button** in the top right to select specific elements to be notified about, in this example, we are going to select ‘% of tickets with direct routes’ - Click **Save** once you have made your selection
    - Under **Quick Map Users** use the checkboxes to notify the Owner and Collaborators - Select the intended **Recipients** from the dropdown menu - You can either use the **Select None** or **Select All buttons**
    - Once you are done with your selection, click **Quick Map Users** - The intended recipients will be displayed automatically under the element you have chosen - Once you are done with your configuration, click **Save**
    The Notification will appear under Manage Notifications

    Project Alerts

    We are going to start by creating a new notification template, please see this help center [article](https://support.clearpointstrategy.com/en/articles/8701097-alerts-notifications-setting-up-a-notification) for step-by-step instructions. In this example, we are going to set up a notification for your Initiatives, the same process can be carried out for Milestones as well.
    - From the Control Panel click on **Automation** - Select **Notifications** - Click on the **Plus icon**
    - Under **Name**, enter the name of the Notification, in this example, ‘Project Alert’. - Choose Initiative as the **Element Type** from the dropdown menu - Select when to notify the recipient, for example, you can select to notify the recipient when the **Status Equals Below Plan**
    - If you want to be notified when your project is halfway complete, mark the checkbox next to **Percent Complete** - Use the dropdown menus to set the criteria, in this example, **Greater Than or Equal 50**
    - To be notified when your project has been marked as complete, check the box next to **Completed** - Use the dropdown menus to set the notification criteria for when **Completed Equals True**
    - To be notified when someone updates the Analysis or Recommendations information for your projects, which may indicate key turning points you want to be aware of. - Check the boxes next to **Analysis** and **Recommendations** and use the dropdown menus to set the notification criteria to **Any Change**.
    - Navigate to the **Elements and Recipients tab** - You will be prompted to **Save** - Click the **link button** in the top right to select specific elements to be notified about, in this example, we are going to select ‘Purchase 5 new planes’ - Click **Save** once you have made your selection
    - Under **Quick Map Users** use the checkboxes to notify the Owner and Collaborators - Select the intended **Recipients** from the dropdown menu
    - Once you are done with your selection, click **Quick Map Users** - The intended recipients will be displayed automatically under the element you have chosen - Once you are done with your configuration, click **Save**
    The Notification will appear under Manage Notifications

    Analysis Alerts

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