Click Alerts

Click Try our new Alerts experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Keywords

Enter the keyword. Click Enter.

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Keywords filter.

Click the desired option

It will display all Alerts based on your selection

NOTE: You can also combine some or all of the other filters together: Type, Status, Priority, Responsible Team, Responsible Position, Assignee, Alerted By Member, Alerted By Team, Impacted Party, Frequency, Submitted Date, Updated Date, Incident Date, Handled Date and Alert.

A summary of the Alert progress is displayed. See Alert Summary for more info.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Alert you are searching for needs to match all of them. The Any filter will return all Alerts that belong to each individual filter. Click on All to switch between All / Any.

Click Alerts

Click Try our new Alerts experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Type

Select the desired Type. Select a single or multiple Types.

NOTE: If no Alert Types are listed, you would need to create them first. See Alert Types for more info.

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Type filter.

Click the desired option

It will display all Alerts based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Status, Priority, Responsible Team, Responsible Position, Assignee, Alerted By Member, Alerted By Team, Impacted Party, Frequency, Submitted Date, Updated Date, Incident Date, Handled Date and Alert.

A summary of the Alert progress is displayed. See Alert Summary for more info.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Alert you are searching for needs to match all of them. The Any filter will return all Alerts that belong to each individual filter. Click on All to switch between All / Any.

Click Alerts

Click Try our new Alerts experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Status

Select the desired Status. Select a single or multiple Statuses.

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Status filter.

Click the desired option

It will display all Alerts based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Priority, Responsible Team, Responsible Position, Assignee, Alerted By Member, Alerted By Team, Impacted Party, Frequency, Submitted Date, Updated Date, Incident Date, Handled Date and Alert.

A summary of the Alert progress is displayed. See Alert Summary for more info.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Alert you are searching for needs to match all of them. The Any filter will return all Alerts that belong to each individual filter. Click on All to switch between All / Any.

Click Alerts

Click Try our new Alerts experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Priority

Select the desired Priority. Select a single or multiple Priorities.

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Priority filter.

Click the desired option

It will display all Alerts based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Status, Responsible Team, Responsible Position, Assignee, Alerted By Member, Alerted By Team, Impacted Party, Frequency, Submitted Date, Updated Date, Incident Date, Handled Date and Alert.

A summary of the Alert progress is displayed. See Alert Summary for more info.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Alert you are searching for needs to match all of them. The Any filter will return all Alerts that belong to each individual filter. Click on All to switch between All / Any.

Click Alerts

Click Try our new Alerts experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Responsible Team

Select the desired Responsible Team. Select a single or multiple Responsible Teams.

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Responsible Team filter.

Click the desired option

It will display all Alerts based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Status, Priority, Responsible Position, Assignee, Alerted By Member, Alerted By Team, Impacted Party, Frequency, Submitted Date, Updated Date, Incident Date, Handled Date and Alert.

A summary of the Alert progress is displayed. See Alert Summary for more info.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Alert you are searching for needs to match all of them. The Any filter will return all Alerts that belong to each individual filter. Click on All to switch between All / Any.

Click Alerts

Click Try our new Alerts experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Responsible Position

Select the desired Responsible Position. Select a single or multiple Responsible Positions.

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Responsible Position filter.

Click the desired option

It will display all Alerts based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Status, Priority, Responsible Team, Assignee, Alerted By Member, Alerted By Team, Impacted Party, Frequency, Submitted Date, Updated Date, Incident Date, Handled Date and Alert.

A summary of the Alert progress is displayed. See Alert Summary for more info.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Alert you are searching for needs to match all of them. The Any filter will return all Alerts that belong to each individual filter. Click on All to switch between All / Any.

Click Alerts

Click Try our new Alerts experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Assignee

Select the desired Assignee. Select a single or multiple Assignees.

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Assignee filter.

Click the desired option

It will display all Alerts based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Status, Priority, Responsible Team, Responsible Position, Alerted By Member, Alerted By Team, Impacted Party, Frequency, Submitted Date, Updated Date, Incident Date, Handled Date and Alert.

A summary of the Alert progress is displayed. See Alert Summary for more info.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Alert you are searching for needs to match all of them. The Any filter will return all Alerts that belong to each individual filter. Click on All to switch between All / Any.

Click Alerts

Click Try our new Alerts experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Alerted By Member

Select the desired member. Select a single or multiple members.

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Alerted By Member filter.

Click the desired option

It will display all Alerts based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Status, Priority, Responsible Team, Responsible Position, Assignee, Alerted By Team, Impacted Party, Frequency, Submitted Date, Updated Date, Incident Date, Handled Date and Alert.

A summary of the Alert progress is displayed. See Alert Summary for more info.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Alert you are searching for needs to match all of them. The Any filter will return all Alerts that belong to each individual filter. Click on All to switch between All / Any.

Click Alerts

Click Try our new Alerts experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Alerted By Team

Select the desired Team. Select a single or multiple Teams.

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Alerted By Team filter.

Click the desired option

It will display all Alerts based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Status, Priority, Responsible Team, Responsible Position, Assignee, Alerted By Member, Impacted Party, Frequency, Submitted Date, Updated Date, Incident Date, Handled Date and Alert.

A summary of the Alert progress is displayed. See Alert Summary for more info.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Alert you are searching for needs to match all of them. The Any filter will return all Alerts that belong to each individual filter. Click on All to switch between All / Any.

Click Alerts

Click Try our new Alerts experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Impacted Party

Select the impacted areas. Select a single or multiple impacted areas.

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Impacted Party filter.

Click the desired option

It will display all Alerts based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Status, Priority, Responsible Team, Responsible Position, Assignee, Alerted By Member, Alerted By Team, Frequency, Submitted Date, Updated Date, Incident Date, Handled Date and Alert.

A summary of the Alert progress is displayed. See Alert Summary for more info.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Alert you are searching for needs to match all of them. The Any filter will return all Alerts that belong to each individual filter. Click on All to switch between All / Any.

Click Alerts

Click Try our new Alerts experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Frequency

Select the desired frequency. Select a single or multiple options.

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Frequency filter.

Click the desired option

It will display all Alerts based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Status, Priority, Responsible Team, Responsible Position, Assignee, Alerted By Member, Alerted By Team, Impacted Party, Submitted Date, Updated Date, Incident Date, Handled Date and Alert.

A summary of the Alert progress is displayed. See Alert Summary for more info.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Alert you are searching for needs to match all of them. The Any filter will return all Alerts that belong to each individual filter. Click on All to switch between All / Any.

Click Alerts

Click Try our new Alerts experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Submitted Date

You can choose one of the available options

If you want to select a specific date, click Calendar and make your selection.

You can also use specific keywords for more options, such as:

You can also select a logic in which the items you are searching for are on, before or after the specified date. Click the Submitted Date filter.

Click the desired option

It will display all Alerts based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Status, Priority, Responsible Team, Responsible Position, Assignee, Alerted By Member, Alerted By Team, Impacted Party, Frequency, Updated Date, Incident Date, Handled Date and Alert.

A summary of the Alert progress is displayed. See Alert Summary for more info.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Alert you are searching for needs to match all of them. The Any filter will return all Alerts that belong to each individual filter. Click on All to switch between All / Any.

Click Alerts

Click Try our new Alerts experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Updated Date

You can choose one of the available options

If you want to select a specific date, click Calendar and make your selection.

You can also use specific keywords for more options, such as:

You can also select a logic in which the items you are searching for are on, before or after the specified date. Click the Updated Date filter.

Click the desired option

It will display all Alerts based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Status, Priority, Responsible Team, Responsible Position, Assignee, Alerted By Member, Alerted By Team, Impacted Party, Frequency, Submitted Date, Incident Date, Handled Date and Alert.

A summary of the Alert progress is displayed. See Alert Summary for more info.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Alert you are searching for needs to match all of them. The Any filter will return all Alerts that belong to each individual filter. Click on All to switch between All / Any.

Click Alerts

Click Try our new Alerts experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Incident Date

You can choose one of the available options

If you want to select a specific date, click Calendar and make your selection.

You can also use specific keywords for more options, such as:

You can also select a logic in which the items you are searching for are on, before or after the specified date. Click the Incident Date filter.

Click the desired option

It will display all Alerts based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Status, Priority, Responsible Team, Responsible Position, Assignee, Alerted By Member, Alerted By Team, Impacted Party, Frequency, Submitted Date, Updated Date, Handled Date and Alert.

A summary of the Alert progress is displayed. See Alert Summary for more info.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Alert you are searching for needs to match all of them. The Any filter will return all Alerts that belong to each individual filter. Click on All to switch between All / Any.

Click Alerts

Click Try our new Alerts experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Handled Date

You can choose one of the available options

If you want to select a specific date, click Calendar and make your selection.

You can also use specific keywords for more options, such as:

You can also select a logic in which the items you are searching for are on, before or after the specified date. Click the Handled Date filter.

Click the desired option

It will display all Alerts based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Status, Priority, Responsible Team, Responsible Position, Assignee, Alerted By Member, Alerted By Team, Impacted Party, Frequency, Submitted Date, Updated Date, Incident Date and Alert.

A summary of the Alert progress is displayed. See Alert Summary for more info.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Alert you are searching for needs to match all of them. The Any filter will return all Alerts that belong to each individual filter. Click on All to switch between All / Any.

Click Alerts

Click Try our new Alerts experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Alert

Select the desired Alert. Select a single or multiple Alerts.

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Alert filter.

Click the desired option

It will display all Alerts based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Status, Priority, Responsible Team, Responsible Position, Assignee, Alerted By Member, Alerted By Team, Impacted Party, Submitted Date, Updated Date, Incident Date and Handled Date.

A summary of the Alert progress is displayed. See Alert Summary for more info.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Alert you are searching for needs to match all of them. The Any filter will return all Alerts that belong to each individual filter. Click on All to switch between All / Any.

Click Alerts

Click Try our new Alerts experience

Add the desired filter

The Alert Summary will show 3 different sections:

It will display all Alerts based on your selection

Click New Alert

Follow steps 3-16 in Create an Alert

Click Export Alerts

Click Start Export

Once the export is finished, click Download CSV. It will also be sent to you via email.

Click the Sort menu

Select the desired option

Select the desired filters

Click Save

Choose between New View and Replace Existing View. In this example, we will create a New View.

Type the desired Name for the View

If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

You can select more than one Owner. Owner is the one who has Edit permissions for the View.

You can select one or multiple members that you want to share this View with.

Click Save

The name of the View will be displayed. If you have more than one saved View, you can choose a different View by clicking on the grey arrow and selecting the desired View.

Click the current View

You can search by View name or hashtag.
​NOTE: There are 3 types of hashtags:

Select the desired View

The hashtag is displayed for each View

Click the View

Click Share

Select the desired positions

You can allow the position to change the View

You can share the link directly to another member with copy/paste

Click Share. These positions will receive an email notification. They need to click the link in the email.

When the member clicks on Views, it will display the shared View.

Click the View

It will show the Owner's name, including the filters and Alerts.

If the View is modified, click Save.

Click Replace Existing View

Select the View to be replaced. The currently modified View is selected by default.

If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

You can remove existing Owners or add additional ones

You can share this View with other positions. They will received an email notification. They need to click the link in the email.

A Warning will be displayed that this change will affect everyone who can see this View

Click Save

Click the View

Click the gear icon

Click Edit

Type the desired Name for the View

If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

You can select more than one Owner. Owner is the one who has Edit permissions for the View

You can select one or multiple members that you want to share this View with.

If you don't need the View, you can delete it.

Click Save

Click the View

Click the gear icon

Click X

A confirmation window will pop up. Click OK.

Click the desired filter

Click Remove Filter

To remove all filters at once, click the New Search button.

Click Alerts

Click Try our new Alerts experience

Click the View

Click Your Submitted Alerts. The Alerts you submitted will be displayed.

NOTE: To be able to submit Alerts, you would need to have Manage Permissions for Owned Alerts. See step 7 in Owned alert permissions for more info.

Click Alerts

Click Try our new Alerts experience

Click the View

Click Alerts to Handle. All Alerts that require handling will be displayed.

NOTE: To be able to handle these Alerts, you would need to have Manage Permissions for Alerts. See step 7 in Alert permissions for more info.

Click New View Experience

You can leave your feedback

To open the help doc on Alert Views, click Views Help.

To switch back to the classic look of the Alerts page, click Back to Classic Experience.