Importing Data: How to Trigger or Skip sending Performance Alerts

When you import data into your system and Performance Alerts are set up for the data that you are importing, these will be fired if any of the Performance Alert criteria is met. Previously, there was no way to turn off Performance Alerts without having to actually disable the performance alerts prior to the import. Now during the import you can select that the alerts are not fired.

When you import data into the system, this data is recognised as new data. This means any Performance Alerts set for that Event Form's Data will be fired. Now, when you select to import Data (as shown here), you can turn off the Performance Alerts

When you import data into the system, this data is recognised as new data. This means any Performance Alerts set for that Event Form's Data will be fired. Now, when you select to import Data (as shown here), you can turn off the Performance Alerts

When you import data into the system you need to upload the file and Map across the usernames. Then, you need to map the date and data fields (as shown in the image here).

Click Next to Import in the information.

Select whether you need any of the alerts to fire, or whether you want to skip sending out alerts

Select whether you need any of the alerts to fire, or whether you want to skip sending out alerts

During the import you can now choose to:

1. Skip sending any performance alerts

You may be importing in historical data. This data is NOT current and users do not need to be notified, so you would select to skip the alerts.

2. Trigger any performance alerts that match this imported data

If you are importing in data that is current and users need to be notified of this information, then you would select that the alerts are fired.

If you select Trigger any performance alerts that match this imported data then all performance alerts set up for this Event Form will be triggered and sent to the appropriate users.

You can see here that when the user selected to Trigger the Performance Alerts they were sent and were on the system to view.

You can see here that when the user selected to Trigger the Performance Alerts they were sent and were on the system to view.

 

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