Monitors

A monitor verifies incoming documents against a monitoring rule. If the result of this evaluation is true, the monitor generates an alert. The alert is sent to the users that are based on a distribution list. The distribution list can contain one or more users, distribution groups, contacts, or email addresses. The involved users receive the alert in their personal Infor Ming.le page, the Infor Inbox application, or by email.

For each business domain, you can use a set of monitors to generate alerts relevant to this business area.

A monitor definition contains these logical configuration areas:

• The monitoring part. Here you specify when an alert must be created.
• The alert definition part. Here you specify what should happen with the alert.

For the monitoring configuration, these details are required:

• One or more Application Documents such as SalesOrder, which are used for monitoring.
• The monitoring rule to apply for these documents.

  A monitoring rule can consist of multiple conditions. For example, for the SalesOrder document, you can define a monitor that generates an alert when it is three hours after SalesOrder.PromisedDeliveryDate.

  See Monitor rules.

• A list of the Application Document attributes that is used in the monitoring rule.

  When you create a monitor, you must select these attributes before you define the monitoring rule.

• Occurrence settings that specify how often an alert is generated.

  See Occurrence settings.

For the alert configuration, these details are required:

• The alert message and its translations.

  This message is displayed in the Alert summary and used in the e-mail notification sent to the user.

  See "Defining Monitors".
• Optional: Configure the alert due date. The due date is required to configure escalation and reminders to be sent before or after due date.

  See "Defining Monitors".

• Optional: Configure custom drillbacks to be displayed in the alert details. These drillbacks are generated in addition to the standard drillbacks associated with the documents that triggered an alert. See "Defining Monitors".
• Optional: configuration to start a workflow from this alert.

  By default, all alerts can be closed through the Done action button. If workflow settings are configured, another action button, Resolve, becomes available. With this action, the alert is closed and an instance of the attached workflow is started instantly.

  See "Defining Monitors".

• The distribution list to which the alerts must be sent.

  You can specify to which users, groups, or contacts the alert must be sent. You choose between simple and advanced configuration.

  See "Adding distribution elements".

• The escalation and reminders for this alert.

  Specify escalation rules or reminders for an alert when:

  • The alert must be escalated if it is not assigned in time or if it is not closed in time in a given interval of time since its creation date. You can specify the number of management levels to escalate to.
  • An alert has a due date, you can specify that the alert is escalated, canceled or that a reminder is sent at a given time before or after the due date. You can specify a distribution list for the escalation or the reminder.

  See "Defining Monitors".