Internal Alerts

Introduction

An Internal Alert allows agency staff to flag individuals or businesses that have had issues and share that information with other staff. When there is an alert posted on an individual profile or a business profile, the alert will be displayed at the top of the profile record page along with any records that are related to the profile, such as applications, licenses, etc.

Creating an Internal Alert

To create an Internal Alert, do the following:

1. Open an Individual Registration - Profile or a Business Registration - Business record.
   
2. Look for the Alerts option under the Connections subheading on the left-hand side of the page.
   
3. Click on the Create New Connected Record Button (the plus sign).
4. Fill in the New Alert form.
   Notations:
   • The Alert is active from the Effective Start Date through the Effective End Date.
   • The Alert is not active when the Effective Start Date field is empty.
   • If you would like to keep the alert indefinitely, leave the Effective End Date field blank.
5. Once the form is completed, click save, and the alert will be in effect.
   Note: You can create multiple alerts associated with one record.