Setting up job alerts
Flag jobs that need attention with alert indicators on the calendar and Day Plan, driven by workflows.
Job alerts help you spot the jobs that need attention before they cause a problem. An alert shows as an indicator on the job card, so your team can see at a glance which jobs to chase. Alerts are driven by workflows, and you can also manage them directly.
In the visual workflow editor, build your workflow with triggers, conditions, delays, and actions as usual, then add the Set job alert action where you want a job flagged.
Once an alert is set, alert indicators appear on job cards in the calendar and on the Day Plan, so the flag is visible wherever you are working.
As well as setting alerts through workflows, you can manage alerts directly on jobs when you need to add or clear one by hand.
Alert on stale TBC
VanMan includes a pre-built template called Alert on stale TBC. It flags jobs that have been left as to-be-confirmed for too long, so bookings do not quietly sit unconfirmed and slip through the cracks.
Start from the Alert on stale TBC template and adjust the delay to match how long you are comfortable letting a job stay unconfirmed.
Alerts do not change a job's status. They are a visual prompt on the calendar and Day Plan that something needs your attention.