Get Started: Set an Alert Field

You can set a demographic field as an alert field to bring attention to critical information related to students and staff, such as allergies or medical conditions. Students and staff with content in an alert field have an alert icon next to their name on the Student Snapshot or Staff Snapshot. You can click the icon to view details about the alert.

Set the Alert Field

To set an alert field, do the following:

1. On the Shortcut bar, click .
2. On the Lookup screen, click Demographics.
   
3.  On the Demographics screen, click a tab with a field you want to set as an alert field.
4. Right-click the name of the field, and then click Set As Alert Field.
   

If a student or staff member doesn't have relevant information for the alert field (for example, a student doesn't have an allergy for the ALLERGIES field), leave the field blank. Otherwise, if you type 'None' or 'N/A', the alert icon appears on the Student Snapshot or Staff Snapshot.

Set the Alert Field to Open Automatically

To set an alert field, do the following:

1. Click a student with an alert.
2. Click .
3. Select the Automatically Display ALERT Messages check box.
4. Click Done [F10].