Link to article: https://support.driveshops.app/support/solutions/articles/70000565620-settings-app-automated-alerts

Automated Alerts send an email alerting users in and out of the shop about issues or events in the KPI or Playbook app.

There are 3 types of Automated alerts:

1) KPI Missing Reports  - Notifies users when a selected KPI has not been entered for X periods

2) KPI Exceptions - Notifies users when a KPI has a percentage or dollar value change within X periods.

3) Playbook Exceptions - Due date approaching/Due date past/Assigned date was X day(s)

To create an automated alert, click + Add.

Type:

Choose the Type of alert and the requirements under When.  Notes make it clear to all users what the alert is meant to accomplish.

Select Recipients:

If the users have accounts in the Drive Suite, the assignment taker/KPI enterer, shop admin, and other users can be added to the alert email.  Users not in the system can be added to the alert by adding their email addresses.

Automated Alert Frequency:

This optional setting allows the creator to alert all users a second time X periods after the initial alert.

Message:

Customize the email message that will be sent to the recipients.  Variables can be added to fill in information based on the alert.

Once finished, Save the alert.