Create or Edit an Alert Workflow
Note: This workflow applies to internal users only.
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Click a task in the diagram to navigate to the instructions to perform the task. After reviewing the instructions, use the Back arrow in the navigation bar to return to this workflow.
Description
The diagram illustrates the workflow for creating or editing an alert.
Related Workflows
The following workflows may have one or more tasks in common with the Create or Edit an Alert Workflow.
To select recipients by dealer user for geography option:
- Click the Dealer Users button.
- Select the Choose recipients by Geography option.
- Click the Next button to continue.
- Select an affiliate.
- Select a division.
Note: The affiliate and division default setting is "All." - Select the available state / province.
Note: To select multiple items, press and hold the CTRL key while selecting items. - Click the Copy (>>) or Copy All (>>I) button to move the selection(s) to the Selected Fields list.
Note: To remove a selection from the Selected Fields list, select the option and click the Remove (<<) button.Click the Next button to continue, or click the Back button to return to the previous window.
- Select the available eligibility options.
- Click the Next button to continue, or click the Back button to return to the previous window.
- Select the available position options.
- Click the Copy (>>) or Copy All (>>I) button to move the selection(s) to the Selected Fields list.
- Click the Save button to save your changes, or click the Back button to return to the previous window.
- Create or Edit a Notification
- Create or Edit Alerts Page Overview
- Create or Edit an Alert
- Create or Edit an Announcement
- Create or Edit Announcement Page Overview
- Create or Edit Calendar Event Page Overview
- Create or Edit Notifications Page Overview
- Select Recipients by Dealer User for Hierarchy Option
- Select Recipients by Dealer User for Input a Dealer Number Option
- Select Recipients by Internal User for Geography Option
- Select Recipients by Internal User for Hierarchy Option
- Select Trade Dealer User Recipients
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To view your recipient selections after you select them, use the View/Print option in the Action menu. |
Select Recipients by Dealer User for Geography Option
To select recipients by dealer user for geography option:
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Click the Dealer Users button. |
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Select the Choose recipients by Geography option.
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Click the Next button to continue. |
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From the Affiliate drop-down list, select an affiliate.
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From the Division drop-down list, select a division. |
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From the Available Fields box, select the state / province. |
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Click the Copy (>>) or Copy All (>>I) button to move the selection(s) to the Selected Fields box. |
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Click the Next button to continue, or click the Back button to return to the previous window.
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From the Available Fields box, select the eligibility options. |
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Click the Copy (>>) or Copy All (>>I) button to move the selection(s) to the Selected Fields box.Note: To remove a selection from the Selected Fields box, select the option and click the Remove (<<) button. |
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Click the Next button to continue, or click the Back button to return to the previous window. |
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From the Available Fields box, select the positions.
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Click the Copy (>>) or Copy All (>>I) button to move the selection(s) to the Selected Fields box. |
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Click the Save button to save your changes, or click the Back button to return to the previous window. |
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To view your recipient selections after you select them, use the View/Print option in the Action menu. |