Overview 

This article will show you how to add Rules and Alerts to a Request Type.   

Important Note

• All sales before July 1, 2020 will have this version of CRT™. If your contract started after this date, please view the information for the new CRT package. 

Instructions

1. Navigate to Modules > Content > Request Tracker
   
   
2. Select a category
   
3. Select a Request Type
   
4. Click Actions next to the Request Type name
   
5. Select Properties
   
   
6. Navigate to the Rules & Alerts tab
   
7. Add Rule(s) and Action(s)
   
   • Rule(s)
     
     
     • Time: Use the empty box to enter a number and use the (Time) drop-down to select the scale of time (Minutes, Hours, Days, Weeks, Months)
     • After: Select a status to activate the rule
       • (Event): Choose to activate the rule after A request is submitted, a request is closed, or a request is reopened
       • (No Other Criteria): Choose this dropdown to select additional criteria, such as No staff has responded or Request is still open
   • Action(s): Select Send Email To or Assign User
     
     
     • Send Email To: Enter email address(es) separated with commas and enter a Message
       
       
     • Assign User: Select a user and enter a Reason
       
       
8. Click Add in the corner of the editor
   
   
   • Note: You can add further Rules and Actions.
   • Note: To undo a Rule and Action, click Remove.
     
9. Click Save at the top of the page