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Act on an alert

LiveFor: Partner, Manager

Open the job, decide, and clear the alert from the alert action bar.

  1. Open the alert in Triage. The card says Why, shows the figures, and names Who can fix it.

    An alert with its card ringed, the Open job button ringed, and Clear ringed in the action bar.
    Read why (1), open the record (2), then Clear (3).

  2. Press the button on the card, such as Open job, Open invoice, Open client or Open Resource Planning, and deal with it there: bill the job, chase the invoice, move the work.

  3. Come back to Triage and press Clear.

If someone else should act, press Assign and choose them, or Comment to ask. Remind me brings the alert back at a time you choose.