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Alert Settings [Closed Beta]

Written by Michael Stephenson
Updated today

๐Ÿš€ Case Management is Coming Soon!

This feature is currently in Closed Beta and limited to select partners. We'll keep you in the loop as we work toward a wider release.

Overview

Alert Settings allow administrators to configure the types, priorities, and templates that shape how Alerts work in your institution's Case Management module. These settings control what options are available when creating and managing Alerts.

This article walks through each Alert settings page and explains how to configure them.


Accessing Alert Settings

To access settings, click the โ‹ฎ (more menu) at the top right of the Case Management page and select a settings option. Selecting any option will open Case Management Settings.

In the Settings left sidebar, expand the Alerts section to find:

  • Types

  • Priorities


Alert Types

Alert Types categorize the kind of concern an Alert represents. You can customize your Alert Types to match your needs.

Element451 provides the following default Alert Types to get you started. However, you can edit, rename, or delete them if you wish.

  • Advising

  • Academic

  • Attendance

  • Engagement

  • Financial

  • General

  • Wellbeing

Managing Alert Types

The Alert Types settings page displays a table with the following columns:

Column

Description

Type

The name of the Alert Type

Description

A brief description of when this type should be used

Course Related

Toggle โ€” when enabled, Alerts of this type can be associated with a specific course enrollment

Enabled

Toggle โ€” controls whether this type is available for use

โ‰ก (Drag handle)

Drag to reorder how the types appear in drop down menus

โ‹ฎ (Actions)

Edit or Delete the type

Adding a New Alert Type

Click + Add Type at the bottom of the table to create a new Alert Type.

Editing an Alert Type

Click the โ‹ฎ (more menu) on a type's row and select Edit to edit:

  • Name โ€” custom name

  • Description โ€” text area for the type's description

  • Enabled โ€” toggle to enable or disable the type

  • Course Related โ€” toggle to request course association on the alert form

Click Save to apply your changes.

๐Ÿ’ก About Course Related: When the Course Related toggle is active for an Alert Type, Alerts of that type can be linked to a specific course. This is useful for scenarios like grade drop alerts where the course context is important for triage.


Alert Statuses

Alerts use system-defined statuses and do not support custom statuses at this time.

The available statuses are:

  • Triage

  • In Progress

  • Dismissed

  • Resolved

  • Escalated to Case

When Escalated to Case is selected, you'll have the option to relate the alert to an existing case or create a new one.


Alert Priorities

Alert Priorities define the urgency levels available when creating or triaging Alerts. Each priority has a custom color and icon for visual distinction in list views.

Element451 provides the following default Case Priorities to get you started. However, you can edit, rename, or delete them if you wish.

  • Critical

  • High

  • Medium

  • Low

Managing Alert Priorities

The Alert Priorities settings page displays a table with columns for Custom Priority, Icon, Color, Enabled toggle, drag handle for reordering, and an actions menu.
โ€‹

Adding a Custom Priority

Click + Add Custom Priority at the bottom of the table.

Editing a Priority

Click the โ‹ฎ (more menu) and select Edit to update:

  • Name โ€” enter a custom name

  • Icon โ€” select from the icon library

  • Color โ€” set a hex color code with visual swatch preview

  • Enabled โ€” toggle to enable or disable the priority

โœจ Pro Tip: You can enable or disable priorities and toggle Course Related directly in the table without opening the edit panel, making quick configuration changes easy.


Alert Templates

๐Ÿšง Coming Soon: Alert Templates are currently in development and not yet available. This section will be updated when the feature is ready.

Alert Templates will allow you to pre-fill Alert fields for speed and consistency. Templates are especially useful when creating Alerts through automation or when your team frequently creates the same type of Alert.

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