EMSWeb can send automated reminders and alerts to you and/or your coworkers as important deadlines approach. All system alerts and notifications sent to you are stored in the Messages grid. All system alerts and notifications are also sent to the email address associated with the User’s account. When an alert is tripped, the person assigned the alert will receive an email notification.

To create an alert associated with the entire template or a specific question, click on the “New Alert” button to access the Add Checklist Alert Form. Checklist alerts can be edited by clicking on a specific alert on the Alerts grid to access the Edit Checklist Alert Form.

Alert criteria can be selected based on any single answer for the entire checklist template or on a per question basis. The message text sent to the assigned individual when the checklist alert is tripped can be customized. Click on “Save Alert” to save the checklist alert and return to the Alerts grid. Repeat this step to create additional checklist alerts, if desired.

Query icon:

The Query icon and its dropdown menu are found to the right and directly above all major grids. The Query icon opens the query form where queries of the data in the grid beneath are performed.

If you wish to save a query for use in the future, immediately click on the Active Query icon and a "Save As" link will appear on the top right of the Query form. Click on "Save As", name the query and click "Save". The name of the query will now appear under the Query icon dropdown. To activate the saved query, click on the triangle to the right of the icon and select the query. This is a friendly method to make frequently used queries easy to access with just a single click of the mouse.

Print icon:

The Print icon and its dropdown menu are found next to the Query icon directly above all major grids. The Print icon opens the print form where exports of the data in the grid beneath are performed.

Query Alerts Grid Form (for Checklists)

Description

The Query Alerts Grid Form (for Checklists) allows you to query/filter data in the grid by specific fields. Once you enter text into one or more fields, click on “Search”, and the grid will filter to reveal your queried data.

Definitions

1. Message: This field filters for specific text in the message of the Checklist Alerts.
2. To: This field filters for the name of the User to whom the alert was sent.