Alerts & Tasks

When actions are assigned to you (from project plans, data control, etc), or alerts are sent to you, these will either be sent to you by email or will be shown in the Alerts section of the Metamation home or Nodal page. This Alerts panel, shows all information which you need to be aware of, which directly effects you, and which you need to take action on. The Alerts panel should be review on a regular basis to ensure tasks and information assigned to you are carried out.

From the general Home page or your personalised home page, the Alerts panel will show all unfiltered alerts for your attention. When you are viewing a nodal display (a specific project/work area), the alerts panel will show only information for that node or work area.

By default, all Alerts will be shown, and will be sorted by relevance, with the most important alerts at the top of the list. As with all other panels in the home page, the Alerts panel can be minimised (hidden), maximised to show all alerts, or restored back to its original display.

At the top of the Alerts panel, a drop down selection list allows the alerts to be sorted and filtered either by the type of alert , or by the alert date . Also, the various types of alerts are also listed, allowing the alerts to be filtered just to one specific type of alert or action.

Against each alert listed, the details of the alert (why you have been alerted to information) will be shown, together with important related information such as document details, versions and dates. Against each alert listed, depending on the type of alert, a number of icons will be displayed alongside the alert to allow actions to be carried out.

These are as follows:

- The Watch Icon places a watch on the item you are being alerted to.

- The delete icon ignores or acknowledges the alert, and deletes it from your alerts list with no further action

- The read icon takes you into the document, data or node to carry out the alert action (read new version of document, carry out review etc)

- In the case of status alerts , this will in turn, send a status request to all sub-nodes under your control.

Alerts and Tasks - Alert Types

When viewing the alerts sent to you from another user or from the Metamation system librarian, the list of Alerts in the Alert Panel can be sorted either by default (all alerts, in order of importance), by Alerts type or by Alert Date . The filtering and sorting of the alerts is carried out using the drop down list of Alert options at the top of the alert panel.

Within the drop down list, each of the four types of alerts are listed allowing selecting and filtering on a specific alert type. These are as follows:

Document Alerts - When new versions of documents are available, or you have had a document checked out for too long

Node Alerts - Such as when you have been granted access to a node, control of a node, or a node you are watching has been updated.

Table Alerts- Such as when you have been granted access to a table, control of a table, or a table you are watching has been updated.

Status Checks - These are requests to provide a status update on nodes (work areas or projects) that you control

Document Reviews - Notification that you need to review documents

Document Approvals - Notification that you need to approve documents

Comments received- Notification that comments have been returned on a document

Out of date information - When structure table data needs periodic review, alerts that data is now out of data

New nodes you now own - Updates of nodes which have been passed over to you for control

New tables you now own - Updates of tables which have been passed over to you for control

Data condition alerts - Alerts on problems with data supplied to the system

Metamation system alerts - For system administrators, these are internal system alerts of problems (security notifications, invalid email addresses, data links now missing etc)

Planned tasks needing action - Alerts that tasks in linked project plans need your attention

Against each alert listed, the details of the alert (why you have been alerted to information) will be shown, together with important related information such as document details, versions and dates. Against each alert listed, depending on the type of alert, a number of icons will be displayed alongside the alert to allow actions to be carried out.

These are as follows:

- The Watch Icon places a watch on the item you are being alerted to.

- The delete icon ignores or acknowledges the alert, and deletes it from your alerts list with no further action

- The read icon takes you into the document, data or node to carry out the alert action (read new version of document, carry out review etc)

- In the case of status alerts , this will in turn, send a status request to all sub-nodes under your control.

Alerts and Tasks - All alerts by alert type

When viewing the alerts sent to you from another user or from the Metamation system librarian, the list of Alerts in the Alert Panel can be sorted either by default (all alerts, in order of importance), by Alerts type or by Alert Date . The filtering and sorting of the alerts is carried out using the drop down list of Alert options at the top of the alert panel.

When the alerts are sorted by alert type, all the alerts are sorted and grouped by the type of alert (document watch, document review, changed data, overdue actions etc). Within the alert panel, each section is shown as a sub-section, with the alert type, number of alerts of that type, and with the ability to minimise and maximise each sub- section in the list.

Within each sub-section of Alert type, each different alert is listed with the associated actions which can be performed, which will vary depending on the alert type. This options are as follows:

- The Watch Icon places a watch on the item you are being alerted to.

- The delete icon ignores or acknowledges the alert, and deletes it from your alerts list with no further action

- The read icon takes you into the document, data or node to carry out the alert action (read new version of document, carry out review etc)

- In the case of status alerts , this will in turn, send a status request to all sub-nodes under your control.

Alerts and Tasks - All alerts by date

When viewing the alerts sent to you from another user or from the Metamation system librarian, the list of Alerts in the Alert Panel can be sorted either by default (all alerts, in order of importance), by Alerts type or by Alert Date. The filtering and sorting of the alerts is carried out using the drop down list of Alert options at the top of the alert panel.

When the alerts are sorted by alert date, the alerts are listed in order of the date when the alert was received. Note, that this is not necessarily the order of importance.

Against each alert listed, the details of the alert (why you have been alerted to information) will be shown, together with important related information such as document details, versions and dates. Against each alert listed, depending on the type of alert, a number of icons will be displayed alongside the alert to allow actions to be carried out.

These are as follows:

- The Watch Icon places a watch on the item you are being alerted to.

- The delete icon ignores or acknowledges the alert, and deletes it from your alerts list with no further action

- The read icon takes you into the document, data or node to carry out the alert action (read new version of document, carry out review etc)

- In the case of status alerts , this will in turn, send a status request to all sub-nodes under your control.