Create Personalized Alerts for User Groups
Learn how to create metric-based alerts for your user groups.
Who can use this feature?
Users can view the Alerts rooms in a project with this profile:
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Analytic Model Developer
Users can create, edit, and delete alerts in a project with this profile:
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Analytic Model Developer
Not sure if you have this feature or capability? Reach out to your administrator.
Overview
Use personalized alerts to define a metric threshold that, if exceeded, notifies you of the metric value. For example, if you want to be notified any time your Resignation Rate exceeds 5%, set up a personalized alert. Users can set up their own personalized alerts and administrators can create alerts for user groups.
Alerts evaluate every time a new data version is available. If the metric threshold is exceeded, the alert triggers. When triggered, the alert shows up in a user's Home room and is sent to the user in an email digest. Each user can configure the frequency of their email digest, such as weekly or monthly.
For more information about users creating their own alerts, see Personalized Alerts.
Create an alert
To create an alert to assign to your user groups, open a project and navigate to Model > Alerts.
Note: This feature is also available through Visier's public APIs. For more information, see Personalized Alerts API.
- Click Create Alert > Select a metric.
- In the list, search for and select the metric to be notified about.
- Optional: Choose whether to trigger the alert when compared to a time period, another metric, or a group.
- Compare to time period: A time period to compare the metric against. For example, if your metric is Resignation Rate and you compare against the previous period, you can set up an alert to notify you if your resignation rate is 5% higher than the previous period.
- Compare to metric: Another metric to compare the alert metric against. For example, if your alert metric is Resignation Rate and you compare against Resignation Rate - My Visier Benchmark™ - Trend (Average), you can set up an alert to notify you when your resignation rate is 10% higher than the industry average.
- Compare to group: A group to compare the metric against. For example, if your metric is Resignation Rate and you compare against High Performers, you can set up an alert to notify you if your resignation rate among high performers is 5% higher than the overall population.
- In Activate if, select the operator for the alert, such as greater than, equal to, or less than.
- In Activate if, type the value for the alert, such as 5.
- In Name, type a name for the alert, such as Resignation Rate > 5%.
- Optional: To set more advanced options like filters and time periods to evaluate, click Show advanced options.
- Filters: A filter to apply to the metric. For example, select New Hire to filter the alert by employees hired in the last 6 months.
- Time period: The time period in which to evaluate the alert. If you don't set a time period, the default is the latest partial month. For example, select Latest complete 1 Month to evaluate the alert for the latest complete month.
- Activate based on: Whether to trigger the alert on the overall metric value or on a specific group's metric value. The default is overall metric value. For example, select Any value in Organization Hierarchy to trigger the alert if any department in your organization exceeds the alert conditions, such as a Resignation Rate greater than 5%. Otherwise, the alert triggers if your company's overall Resignation Rate is greater than 5%.
- In Assign to, select the user groups to assign the alert to. Users in the user group will receive email digests and Home room notifications when the alert triggers.
- Click Save.
Delete an alert
Deleting an alert removes it from all assigned user groups and deletes it permanently. Alternatively, users can disable alerts they no longer want to see in the Home room. For more information, see Manage alerts.
To delete an alert:
- In a project, on the navigation bar, click Model > Alerts.
- Hover over the alert to delete.
- In the Actions column, click the Delete button
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- To confirm the deletion, click Delete.