Alerts

GC includes a system of automated alerts to assist with day-to-day management.

Once configured, an email with the alert will be sent at the scheduled time.

Example: For an expiring group insurance policy, an email will be sent 1 month before the renewal date.

The Alerts option is available in the following modules:

• Insurance
• Accounting
• Treasury
• Legal Collections

Field Descriptions

• Description
  A title that identifies and complements the alert being created.

• Alert Type
  Select the option that matches the alert you want to register.

• Frequency
  Defines how often the alert should be triggered:

  • Daily: every day
  • Weekly: once per week (on Monday)
  • Monthly: once per month (on the specified day)

• Start Day
  Day on which the alert routine runs:

  • Daily: ignored
  • Weekly: runs every Monday
  • Monthly: runs on the 1st of each month

• User
  Select the user who should receive the alert (lists all users in the system).

• Manager
  Lists only users with manager roles, allowing you to select a specific manager to receive the alert.

• Department
  Select a department — the alert will be sent to all users in the selected department.

• Active
  Allows you to deactivate the alert temporarily and reactivate it later.

• Email Template
  Text that will be included in the alert email.

  Example:
  Group Insurance expiring for the following condominiums: {BUILDINGS}
  The {BUILDINGS} variable will be replaced with the codes of the buildings that match the alert.

⚠️ Only one email will be sent, listing all buildings that match the alert criteria.