How do I create & edit alerts or issues?

This article will detail how to create alerts or issues and edit them.

Creating Alert or Issue

The web app provides a couple options to create a new Issue/Alert(s):

From the Equipment Details Screen

  • Go to the Equipment screen using the menu on the left side of the page

  • Use the Equipment Table to find the Equipment that has the Issue/Alert you want to edit

  • Click on that row to access the Equipment Details Screen

  • On the right side of the page, expand the Issue Configurations dropdown

  • Click the “Add Issue Configuration” button

  • Implement your desired configurations for the Issue/Alert

  • Click the blue Save button in the bottom right corner of the screen

From the Issues Screen

  • Go to the Issues screen using the menu on the left side of the page

  • Click on the Issue Configs tab

  • Click the blue + Add New button and implement your desired configurations for the Issue/Alert

  • Click the blue Save button in the bottom right corner of the screen

Editing Alert or Issue

The web app provides a couple options to edit an existing Issue/Alert:

From the Equipment Details Screen

  • Go to the Equipment screen using the menu on the left side of the page

  • Use the Equipment Table to find the Equipment that has the Issue/Alert you want to edit

  • Click on that row to access the Equipment Details Screen

  • On the right side of the page, expand the Issue Configurations dropdown

  • Click on the Issue Configuration that contains the Issue/Alert you want to edit

  • Implement your desired edits

  • Click the blue Save button in the bottom right corner of the screen

From the Issues Screen

  • Go to the Issues screen using the menu on the left side of the page

  • Click on the Issue Configs tab

  • Use the Issue Configurations table to find the Issue/Alert you want to edit

  • Click on that row and implement your desired edits

  • Click the blue Save button in the bottom right corner of the screen

Tip: If you manage a large portfolio, use the search and filter features to refine table results and find what you’re looking for in just a few clicks.