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There are multiple places that need to be configured to determine who gets what alert. It is quite complex and difficult to pull a report on.

Alerts can be based on:

ASSIGNED TO ALERT (against Category trees within each module)

  • Category Tree Assignees (Settings > Drop Down Lists > module, eg Feedback > Category. Can then view who is assigned to each category.

The system then refers to the assignees following details to determine if they are to be alerted or not:

  • Assignees User Group (Settings > Security > Users tab)

  • Policy Access of the Assignees User Group (Settings > Security > Policies tab > review the module in question (eg. Own Unit, Own Unit Tree, All and so on)

 

ORG UNIT MANAGER ALERT

This is based on which position within each Site/Service has been ticked as the Org Unit Manager for alerting purposes should a record be submitted within that Site/Service.

This is managed in:

  • Position Allocation (Governance > Positions > Position Allocation tab)

  • Filter on the unit in question

  • Select the position considered to be the position that should be alerted should an event occur in this site/service area

  • Ensure the ‘Is Org Unit Manager’ checkbox ticked

 

PERMISSION REPORTS

There are 2 reports that can be run to show high level access details, but as demonstrated above, it is not possible to run a report on all alert aspects.

  • User Security Group - a user security group report you can run from Reports > ionMy Default Reports > Your Permissions

  • Menu Permissions - a report can be run to see which Menus/tabs can be Viewed, Added to, Changed per user group. This report is also found within Reports > ionMy Default Reports > Your Permissions

 

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