How do I choose who to send an concern email alert to when creating a concern?
Depending on your allocated user group and permissions, you will be given the option to alert other users when you create a new concern:
Clicking on the field will display each of the user groups in your system, like this:
From here you can either:
- click on a user group - this will send the alert to all staff members in that user group
- click the + symbol next to the user group, which will display a list of staff members in that user group which you can then select individually. You can also start typing the name of the staff member to search for them:
Repeat this process if you wish to alert more than one user group or staff member. You can remove a user or user group by clicking the 'X' next to them.
Once you have saved the concern, this will appear in the selected staff member's 'Action Plan & Alerts' page.
Ticking the Send Emails? checkbox will ensure alerts are also sent by email in addition to appearing in the staff's action plan.