Triggered alerts and cases
- Borja Moro Moreno (Unlicensed)
About cases and alerts
The case management feature offers a simplified method for creating, managing, and monitoring cases, allowing you to track your efforts in addressing specific issues. Triggered alerts can be linked to cases to enhance the workflow for monitoring and addressing issues, thus facilitating the identification of potential solutions.
This approach enhances the value of alerts, as they not only serve to warn about abnormal situations but also play a role in the broader lifecycle. They help monitor the processing and implementation of solutions aimed at resolving these issues.
Cases and alerts complement each other, as alerts now form an integral part of the solution, while cases are grounded in specific data contexts, providing a solid foundation for action.
What permissions do I need?
To associate alerts with cases, management access to the triggered alerts area is necessary, which requires the Triggered alerts (manage) permission. The view version only provides access to the area without enabling any management tasks.
You also need the Case management permission to link alerts to new or existing cases. Failing to meet this requirement will result in an error when accessing the case management menu (more info about managing roles and permissions here).
How can alerts and cases work together?