Alerts are set up in Administration to ensure the necessary people receive notifications when concerns are added to the system. Sometimes you might want to send an alert to someone who wouldn't normally receive one to bring it to their attention.


Depending on your allocated user group and permissions, you will be given the option to alert other users when you create a new concern:

Clicking on the field will display each of the user groups in your system, like this:

From here you can either:

  • click on a user group - this will send the alert to all staff members in that user group
  • click the + symbol next to the user group, which will display a list of staff members in that user group which you can then select individually. You can also start typing the name of the staff member to search for them:


Repeat this process if you wish to alert more than one user group or staff member. You can remove a user or user group by clicking the 'X' next to them. 

Once you have saved the concern, this will appear in the selected staff member's 'Action Plan & Alerts' page.

Ticking the Send Emails? checkbox will ensure alerts are also sent by email in addition to appearing in the staff's action plan.