Alerts

The Alerts page is the account-level operational queue for alert triage, status updates, and follow-up workflows. It combines summary counters, a searchable table, and filter facets so support teams can move quickly from high-level health checks to specific alert records. The page is designed to support both severity-driven and status-driven handling, which is useful when teams split responsibilities between urgent response and lifecycle cleanup.

In the current platform, the top tabs are Alert By Status and Alert By Severity, and both are available from the left sidebar under Operations > Alerts. The alert table supports incremental loading and row-level drill-in via a detail slider. Bulk actions are also supported to accelerate repetitive triage operations across multiple alerts.

Open Alerts

To open the Alerts page, do the following:

1. In the left sidebar, click Alerts under Operations.
2. Confirm the page header shows Alerts.
3. Confirm Ask Optra is available in the top-right header area.

Use Alert Summary Tabs

To use alert summary tabs, do the following:

1. In the top tab strip, choose one of:
   • Alert By Status
   • Alert By Severity
2. For Alert By Status, review counters for:
   • Open
   • Case Created
   • Resolved
   • Dismissed
3. For Alert By Severity, review counters for:
   • Critical
   • Warning
   • Normal
   • Pending

Search, View Range, and Filter Alerts

The Alerts table supports layered narrowing controls. Search helps locate alert records by text, View changes the reporting interval, and Filter applies structured facets such as severity and status. This lets users move from broad monitoring to targeted triage without leaving the page.

1. Click the search icon and type in Search alerts.
2. Click View to select an interval:
   • Today
   • Last 24 Hours (default)
   • This Month
   • Last 30 Days
3. Click Filter to open facets.
4. Apply one or more facets such as:
   • Severity
   • Status
   • Alert type
   • Workflow
   • Device
5. Click Clear all to remove active facet filters.

Review Alert Table Data

To review alert table data, do the following:

1. In the Alerts table, review columns:
   • Severity
   • Alert
   • Status
   • Last Alert
   • Device
   • Account
2. Click a row to open the alert detail slider.
3. Click Load more to fetch additional records.

Use Bulk Alert Actions

Bulk actions allow teams to update many records at once and keep alert state aligned with operational work. This is especially useful after service review windows or shift handoffs when many alerts must be marked consistently.

1. Select one or more alerts using row checkboxes.
2. In the bulk action bar, choose one of:
   • Dismiss
   • Resolve
   • Mark as Case Created
3. If using Resolve, select a resolution reason:
   • service_followup
   • sales_followup
   • no_action_needed