Configuring Record Notifications

This article will assist you in configuring notifications for records. Such as when they are about to expire.

1. Log in to A-Suite as you normally would

2. Take a look at the bar that goes across the top of the page. Over to the far right side you will notice the silhouette of a person, click on that. It looks like the picture below:

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3. Clicking on the silhouette brings a drop-down menu. Here you will want to select the first option to; “Configure Record Notifications”.

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4. A window will appear in the center of the screen; at the top it reads: “Managing Record Notifications”. There is an area below that, it reads “Pick Type of New Monitor”, click on that to get the list of options, as seen below:

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5. Choose the item that you want to configure notifications for. After doing that you are greeted with the fields that you can configure. Any field with a (*) symbol is required, so be sure to enter something there.

Note: “Timing in days” is how long BEFORE the expiration you want to be notified, so 30 days is 30 days BEFORE the record expires.

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6. Once you have configured your options, click on “Save Current Monitor Configuration”. You have now completed setting up notifications!