The purpose of the alerts feature is to enable a user to view key events that occur when using Contract. An alert is something that is generated automatically by the system for the same reason than email will be sent to a user.
The following table outlines the events that trigger an alert/email.
|
Category |
Trigger |
Purpose |
| Custom reminders | User defined | This provides the same functionality as the current system of reminders |
|
Comments |
Comment round invitation sent | To inform internal or external parties that they have been invited to comment on a contract |
| Comment round new comments sent | Alert to highlight that comments have been received. | |
| Comment round invitation cancelled Comment round reminder message |
||
| Contract status changes | Contract activated Contract archived Contract closed Contract nullified Contract expired Contract draft Contract terminated Contract transferred |
Alert to inform that the status of a contract has been changed. |
| e-Signature | E-signature completed E-signature cancelled E-signature rejected Electronic signature expired |
Inform relevant parties of the signature status |
| Liability details | Notify if contractor's liability details need to be checked | Alert generated when a company fails a check. |
| Option decision | Option decision made | |
|
Claims |
Claim message saved | |
| Claim message sent | ||
| Claim request sent New comment for claim New claim proposal |
||
| Revision proposals | Revision proposal Revision proposal reminder Revision proposal accepted Revision proposal rejected |
|
| Result of the approval process |
The contract is awaiting your approval |
|
| General alerts |
Notify when contract rights are given (assigned as the person in charge of contract) |
A user’s alerts can be accessed from the bell icon on.
The list displayed shows each alert generated, along with a timestamp. In the example above three contracts have had their states moved to ‘expired’. When the alert link is clicked, the user is taken to the specified contract and the section associated with the alert. For example, if the alert relates to comments then the user will be directly taken to the comments section of a contract.
Alerts remain in the list until they are marked as read by the user. Alerts can be marked as read individually or all at the same time.