Add Rules & Alerts to a Request Type (New CRT)

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

Important Note    

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

Instructions

1. Navigate to Modules > Content > RequestTracker
   
   
2. Select a Request Type
   
3. Click Actions next to the Request Type name
   
4. Select Properties
   
   
5. Navigate to the Rules & Alerts tab
   
6. 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 semicolons and enter a Message
       
       
     • Assign User: Select a user and enter a Reason
       
       
7. Click Add in the corner of the editor
   
   
   • Note: To undo a Rule and Action, click Remove.
     
8. Repeat steps 6-7, as needed
9. Click Save at the top of the page