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.

Navigate to Modules > Content > Request Tracker
Select a category
Select a Request Type
Click Actions next to the Request Type name
Select Properties
Navigate to the Rules & Alerts tab
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
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.
Click Save at the top of the page