Survey Alerts

Survey Alerts can be set up on published surveys to alert a user via email about a survey response.

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The Alerts feature is only available for published surveys. This option is not available for surveys in the draft state.

How to set a Survey Alert

1. Click anywhere on the desired survey row to open the Manage Survey page.

2. Click on the Edit Survey button in the top right.

   

3. In the menu to the left of your survey questions, click the expand icon beside "Alert." This will open additional options.

   

4. Click the + Add Alert button. This opens the Alert page.

   

5. Under General, give the following information:

   • Alert Name - Name your alert (such as: "Wound selfie uploaded")
   • Alert Description - Describe what is being alerted

6. Under Criteria, complete the following:

   • Check the box next to Alert if ANY of the following criteria are met? or leave it unchecked to have it Alert if ALL selected criteria are met.

   • Alert Criteria #1 – Click in this box and select a survey question you want to base your criteria on.

     • Set your Value Comparison (options available depend on the question being asked).
       • Equals
       • Does not equal
       • Less than
       • Less than or equal to
       • Greater than
       • Greater than or equal to
     • Set your Comparison Value (options available depend on the survey question, for instance, yes/no, no pain/slight pain/severe pain, and so on).

7. To add more Alert Criteria, click the button. To delete an Alert Criteria, click the button.

   • Under Alert, fill out the following:

     • Alert Email Recipient – Type the email address of the person you wish to alert.

     • Alert Email Subject – Set the Subject line for the email (such as: "A patient has completed the post-surgical survey.") When you click in this box, the following tip appears: “Type ‘@’ to prompt embedding alert contextual values.” This allows you to select from the following preset links to include in the email:

       • Subject Identifier (the survey respondent’s unique identifier within the LifeOmic Platform system)
       • Survey ID (the name of the completed survey)
       • Subject Viewer Link (a link to the respondent’s subject viewer dashboard)

     In other words, using the “@” and one of the above selections provides a clickable link to that information within the LifeOmic Platform. It does not display the user's personal health information in the email.

     • Alert Email Content – Type the text of the alert email. When you click in this box, you'll get the “Type ‘@’ to prompt embedding alert contextual values." This allows you to choose from the options provided.

     

8. Click Save. The survey page now shows the alert you created.

   

Delete Survey Alert

1. On the survey page, find the alert you wish to delete in the left column and click it.
2. The alert page opens. Click the Delete Alert button at the bottom right of the page.