See also the Alerts video tutorial.

Alerts - View your alerts, be reminded and act in time

How to Access the Alerts

To access Alerts, log in to TheBoatApp and then you may select “Alerts” from the left side menu.

How to Register Alerts

Alerts functionality is spanning the whole platform thus Alerts can, and should, be defined for each item needed at the respective module. So, upon the creation of some Inventory/Tasks make sure to configure any needed alert through the “Due date” field. On Tasks, you may additionally define:

• Recurrence: flip the “Is recurring” switch to configure a task as recurring
  

  • Recurrence timing: select the recurrence “Frequency” (1week, 1month, 3months, 6months, 1year)
    

• Notification: flip the “Has notification” switch to configure an alert prior to the task’s due date
  

  • Notification lead-time: type how many “Days before” you wish to be alerted you and your designated contacts should be alerted
    

The name of each alert is corresponding automatically to the name of the respective Inventory/Task already created.

In short, you are strongly advised(!) to configure an alert for each item you consider that a Point-of-Action is needed to be taken, defining also when this action needs to be performed (i.e. "Due Date") as well as how many "Days before" the alert should be sent to you and your designated contacts. It might look a bit of extra work for you now but it will come handy for both you and your appointed contacts (e.g. family, skipper, technician, marina-staff, etc) to know in advance and plan accordingly!

How to Manage Alerts

Sharing

All alert types such as due date, expiration, exceeded threshold, pre-alerts (i.e. notification in advance), etc, are automatically shared with the user(s) sharing the respective record(s) from where the alert derives. No additional actions are needed. Just make sure to set properly the alert(s) on the respective record and also share it accordingly.