Setting up CS alert recipients

Summary

Alert recipients in the Controlled Substance module are users who receive email or text notifications whenever an issue, discrepancy, or malfunction is reported during an inspection or transaction. These alerts can be triggered automatically—such as when a log is edited by a supervisor—or manually during an event. Administrators can customize who receives alerts based on the container, ensuring that the correct personnel are notified immediately when issues arise.

Instructions

Controlled Substance alert recipients are managed at the container level, with options for both required and optional recipients. Required recipients are automatically notified of all alerts related to their assigned containers, including system-generated alerts. Optional recipients must be manually selected during an alert submission. Admins can manage recipients individually by container or apply changes to all containers at once.

Assigning Alert Recipients to a Specific Container

1. Navigate to Settings → Controlled Substances → Alert Recipients.

2. Locate the container (e.g., Main Vault, Medic 1 Drug Box) where you want to add recipients.

3. Click the dropdown arrow next to the container and select "Select recipients for this container."

4. In the recipient selection window:

   • Required Recipients will always receive alerts, including automatic ones.

   • Optional Recipients will only be notified if a user manually selects them when posting an alert.

5. Choose users from each list and click Save.

Assigning Recipients to All Containers

1. At the top of the Alert Recipients page, click the dropdown arrow next to the back button.

2. Select "Select recipients for all containers."

3. Choose the recipients you want to apply to all drug boxes and vaults across your organization.

4. Click Save to confirm.

For help setting up alert recipients, contact help@pstrax.com.