Alert Type Definitions
Important
Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.
Use the Alert Type Definitions page to maintain alert types your school uses in the process of helping students facing challenges. Alert types might include financial, academic, and health issues, for example.
Alert Type Definitions are used in one of the key components of the Student Success hub—the Early Alert. An Early Alert notifies the Student Success team that a student is facing a particular challenge. The alert guides the team through addressing working with the student to address the challenge. When users create an Early Alert, they first select the Alert Type. The Alert Type appears as the first column on the Alert Tracking page, where all the alerts are listed. The Open Alerts by Type block on the Student Success Summary page also shows Alert Type.
The "Can manage alert types" permission is in the Student Success Administrator role and roles created from it. With that permission, users can view, create, edit, download, and delete alert types.
Jenzabar provides several definitions, and you can create more. The following are provided:
Academic
Attendance
Behavioral
Financial/Housing
Personal/Social
Alert Type: The name of the alert type. Must be unique. Up to 30 characters. Required. Can't be edited after the alert type is created.
Description: Up to 25 characters. Required.
Status: Active or Inactive. Inactive types are not available to select when users create an early alert.
Created By: The logged-in user who created the alert type. Provided types are marked as "Jenzabar Provided".
You can select the checkbox for one or more alert types, and then click the Actions drop-down. The options in the drop-down apply to all the selected alert types.
You can download the list of selected alert types to a spreadsheet. You can edit the selected alert types in a batch, and you can delete the selected alert types.
In addition, you can edit each alert individually by using the Edit icon 
. And you can make new definitions by clicking the Create alert definitions button.
Alert Type definitions are stored in the Alert Type Definition table (ILAlertTypeDefinition).
From anywhere on the Student Success hub, click the Hub options drop-down. Click Student Success Administration, and then select Alert Type Definitions. The Alert Type Definitions page opens.
Tip
You can also use the Find a Page search in the Navigation panel to locate the Alert Type Definitions page.
The page shows the first 15 definitions. To see more, use the page navigation above the list: Next, Previous, or the page number. You can also click Show all to see all the definitions at once. (On very long lists, this can make the page slow to load.)
To sort the list by any column, click the column's heading. The list is sorted by that column in ascending order. To sort it in descending order, click the column heading again.
To filter the list, enter a search term in the Quick Filters. For example, you could enter "inactive" to narrow the list to only inactive definitions.
To edit a single alert type:
On an alert type's row, click the Edit icon
. The Edit Alert Type Definition window pops up.Make your edits using the Fields information above for guidance. Alert Type isn't editable.
Click the Update button. Your edits are saved, and the pop-up closes.
To change the status of multiple alert types at once:
Select the checkbox for one or more alert types.
Click the Actions drop-down, and select Edit. The Edit Alert Type Definitions window pops up with a list of all the selected alert types.
To remove an alert from the editing list, click its Remove icon
.Next to the Status field, click the Active / Inactive drop-down, and select a value.
Click the Update button. Your edits are saved, and the pop-up closes.
Click the Create alert definitions button. The Create Alert Type Definitions pop-up opens.
Enter the information. All fields are required. Use the Fields information above for guidance.
Click either Save and create another or Create and close. The new definition is created.
Select the checkbox for one or more definitions.
Click the Actions drop-down, and select Delete. The Delete pop-up opens with a list of the definitions selected for deletion. If any of the selected definitions can't be deleted (because they're being used), they're listed under the heading "Unable to Delete". Selected definitions that can be deleted are listed under the heading "Ready to Delete".
To remove an alert from the deletion list, click its Remove icon
.Click Yes, delete. The definitions that were ready to delete are deleted.
Workbook Creation Options: This option lets you choose how you want the data to be organized when it's exported. If you are exporting a large number of rows, you may want to separate the data into different worksheets or even workbooks. Once you select this option, the Separate (Sheets or Workbooks) By drop-down becomes available so you can choose the groupings for each worksheet or workbook.
Separate (Sheets or Workbooks) By: This field becomes available when you choose to organize your export into multiple worksheets or workbooks. In general, you'll have the option to separate the data based on the columns. You will only see options for the visible columns.
Note
For example, if you are exporting a set of definitions, you might choose to organize the data into two workbooks: one for active definitions, and one for inactive definitions. Do this by selecting the Active column in this drop-down. All of your rows designated as active will be in one workbook, and the inactive ones in a separate workbook.
Workbook Format: This section lets you set some Excel display options for your data. For more information about each of these features, consult Microsoft Excel help.
Autofit columns: Fits column width to the data so that fields are not truncated.
Turn on filtering: Turns on the AutoFilter feature, which allows you to show only rows that meet your selected criteria.
Freeze Top Row: Your worksheet displays the column title in the first row by default. Selecting this option keeps the top row at the top so that as you scroll down through your data, the column headings remain displayed.
Show totals for numeric columns: This option will include the sum of a column of numbers at the bottom of that column.
Columns to Include: These options are specific to the page you are viewing, so they will vary. You will only see options for columns that you can see on the page. All of the columns are selected by default, but you can deselect any of the columns you don't want to include.