Skip to content

How to Set up Alerts

TL;DR
On a Monitoring Dashboard's Alert Settings tab, click Create New Alert, write a condition over the dashboard's columns (for example, ks_metric < 0.3), pick severity and recipients, and activate. Fired alerts collect on the Triggered Alerts tab and can also be sent via email or in-app notification.

What is it?

Alerts are rules that watch the data in a Monitoring Dashboard and fire when conditions you define are met (a metric breaches a threshold, a review date is approaching, an approval has been stuck for too long). When an alert fires it can notify users, raise an in-app flag, or send an email.

Alerts live on the Alert Settings tab of a Monitoring Dashboard. Fired alerts collect on the Triggered Alerts tab.

Before you start

  • The Monitoring Dashboard must already be set up with a data schema and refresh logic. See Monitor your Model or Policy.
  • You need write access to the Monitoring Dashboard module.

How to Create an Alert

Step 1: Open Alert Settings

In the Monitoring Dashboard, open the Alert Settings tab. Existing alerts are listed here with their name, severity, status, creator, created date, and description.

Click Create New Alert in the top right to open the alert form in a side drawer.

Step 2: Fill in the Basics

Field What to enter
NameRequired A short, descriptive name (for example, KS below 0.3, Review due in 30 days).
SeverityRequired High, Medium, or Low. Severity drives the color shown in lists and on email subject lines.
Activate If checked, the alert is live and will evaluate on every refresh. Leave unchecked to save the alert in a muted state until you're ready.
Description (Optional) A brief explanation of what the alert watches and why.

Step 3: Define the Alert Conditions

Under Alert Conditions, use the rule builder to write the expression that triggers the alert. Conditions reference columns from the dashboard's Data Schema.

Examples:

  • ks_metric < 0.3
  • next_review_date < today() + 30 days
  • approval_status = 'Pending Approval' AND days_in_status > 14

You can combine clauses with AND and OR, and group them with parentheses. The alert fires for every row that matches.

Step 4: Add Actions

Under Actions, click Add Action to add one or more actions that run when the alert fires. An alert must have at least one action.

Action type What it does
Send Notification Send an in-app notification to selected Recipients (users or groups). Recipients can be picked from the multi-select.
Add Alert Flag Attach a configured Flag to the matching rows. Flags surface as visual markers in dashboard views and are useful for tagging items that need follow-up.
Send Email Compose an email with subject, body, and recipients. Recipients can be specific email addresses, or a column from the dashboard whose value contains an email address. The body supports tags drawn from the triggering row so each email is row-specific.

You can stack multiple actions on a single alert (for example, send an in-app notification, flag the row, and email the owner all in one rule). Use the trash icon to remove an action you no longer want.

Tip

For email actions, click Send Test Email before saving. It uses a sample row from the dashboard so you can verify subject, body, and recipient resolution.

Step 5: Save

Click Save at the bottom of the drawer. The alert appears in the list.

Testing without Waiting for the Next Refresh

You don't have to wait for the next scheduled refresh to test an alert. From the Alert Settings tab toolbar, click Evaluate Now to run all active alerts against the current dashboard data immediately. The button shows the timestamp of the last evaluation in its tooltip.

Managing Alerts

From the row's action icons:

  • Mute / Activate (bell icon): toggle the alert between Active and Muted. Muted alerts stay in the list but do not evaluate.
  • Delete (trash icon, visible only when muted): permanently remove the alert. Mute first, then delete, to guard against accidental removal of an active rule.

Click anywhere on an alert row (other than the action icons) to reopen its drawer for editing. The drawer also exposes a Change History tab once the alert has been saved at least once.

Triggered Alerts

Open the Triggered Alerts tab to see every alert that has fired. Each row shows which alert fired, which dashboard row it matched, when it fired, and its current status (Open or Closed).

Toolbar actions:

  • Close Selected Alerts: mark the selected triggered alerts as Closed (acknowledged). Closed alerts stay in the list for audit but are filtered out of the open count.
  • Delete Selected Alerts: permanently remove the selected triggered alerts.
  • Refresh and Export to Excel are also available from the toolbar.

The Column Chooser icon lets you show or hide columns, and the toolbar Reset icon restores the default view state if you've reordered or filtered the grid.

What's next