Alerts(Scheduled Emails)

Alerts(Scheduled Emails)


The Orcanos Alerts management feature empowers users to define recurring alerts sent to system users based on existing filters.

For example, user can define an alert on filter “All My Active Defects” or “All Documents need to be signed”, which shall need to be sent every Sunday to the R&D/RA group.

This enables a robust mechanism to minimize the number of emails sent on each change, and focus on sending list of items once a day, so in the above example, user will get an email with list of defects that are assigned to him and are still open, or email with list of documents that need to be signed, since the e-sign due date has passed.


In order to create an alert, follow these steps:

  • First Create a Filter, for example, “All Open bugs”, or “All requirements without test case traceability”.
  • Select Alerts (Scheduled Emails) in Admin under Alerts (Scheduled Emails), Notifications and Task automation.
  • Alerts Management page is displayed with the list of existing Alerts, if any.
  • Click on Add icon at the bottom right side of the page
  • Add Alert page is displayed with the following fields:
    • Name – Indicate the Alert name
    • Project – Select the specific project
    • Work Item – Select the specific work item
    • Filter – Select the filter (view) for which you wish to get the alert.

Filters containing “$ME” in user-defined criteria are not displayed in the Filter list

    • Active – Check or un-check the checkbox to set the alert as active/not active
    • Description – Enter the description text for the alert
    • Alert Frequency – Select the alert receiving period (daily or weekly)
    • Time to send email(GMT) – The time in a day when the alert is sent
    • Expiration date – Alert expiry date (can be set to never expire by selecting “This alert should not expire” checkbox)
    • Send to users – You can select target users/groups to whom you like to send the alerts. If a group is selected, then email is sent to all users belonging to the group.
  • Press Save button and the Alert gets created

Alert is sent only if the filter results has record(s)


Email Setup

Related Articles