How to: Set Up Notification Rules

In this article

To set up Notification Rules

See also

Actionable Insights informs you proactively about exceptional situations in your daily operations through notifications and enables you to take timely actions. In order to take advantage of these features, you need to set up the Notification Rules to create the necessary notifications from raised alerts for the responsible users and user groups.

A Notification Rule is always linked to an Alert Rule or Alert Group. Using the Notification Rules, you can also set up an automatic escalation process for overdue notifications. A notification that has not been worked on since a certain point in time can be escalated and potentially assigned a higher severity level.

To understand how notifications can be calculated based on the Notification Rules created, see How to: Calculate Notifications.

To set up Notification Rules

  1. Click the icon, enter Actionable Insights Alert Rules or Actionable Insights Alert Groups, and select the relevant link.
  2. Select an Alert Rule or Alert Group, and click the Linked Rule - Notification Rule action.
  3. Fill in the relevant fields in the Rules FastTab:

    4. Notification

    Field Description
    Create Notification This check box specifies if the Notification creation is enabled.

    Note: You must specify either a Notification User Group or a Notification User ID to enable Notification creation.

    Notification User Group This field specifies which User Group will be assigned to the notifications created from this Notification Rule.
    Send Email to User Group This check box specifies if an email will be sent to all users in the User Group when a notification is created.
    Notification User ID This field specifies which user will be assigned to the notifications created from this Notification Rule.
    Send Email to User This check box specifies if an email will be sent to the user when a notification is created.

    Escalation

    Field Description
    Enable Escalation This check box specifies if the Notification escalation is enabled.

    Note: You must specify the Escalation Date Formula and Escalation User ID to enable Escalation.

    Escalation Date Formula This field specifies a date formula to be used to calculate the escalation date. Open notifications with having an escalation date older than or equal to today will be escalated.
    Escalation New Severity This field specifies a new severity level for the escalated notifications.
    Escalation User ID This field specifies which user will be assigned to the escalated notifications.
    Send Email to Escalation User This check box specifies if an email will be sent to the Escalation User when a notification is escalated.

See also

How to: Set Up Alert Rules

How to: Set Up Calculation Rules