Set up Alert and Restriction Events

Overview 

You use Alerts/Restrictions to quickly notify the staff of important information about a client such as allergies or impairments. In the paper chart, agencies would have color-coded stickers on the edge of the binder. These Alerts/Restrictions replace these notifiers. 

Note: Alerts/Restrictions are not the same as the alerts that are used for communicating within myEvolv. Instead, these are client-level notifications to quickly relay information about the individual. 

Restrictions are intended to be related to one or more specific facilities in the Agency. These are used, for example, to indicate that a client is no longer allowed to enter an office due to past aggressive behavior.

Setup Available Alerts and Restrictions

1. Navigate to the following path: Setup > Event Setup > Alerts and Restrictions > Events Setup.
2. In the toolbar, click Event Category > Restrictions/Alerts.
3. In the toolbar, click New > Event Definition - Alerts and Restrictions.
4. In the Event Definition form, complete the appropriate fields:

• Alert/Restriction Name - Enter a name for the user to choose when selecting an alert or restriction in the system. 
• Alert Code - Enter an alert as a brief lookup for the alert.
• Alert Icon - Select an icon from the available options in the Select Icon dialog. 
• Is Active - Select this checkbox to enable the alert/restriction for selection. 
• Has Notes -  Select this option to give the user the ability to enter text identifying how this alert applies to this particular client. (For example, the alert may be ‘Severe Allergy’, and the note will identify the specific person’s allergy and the appropriate response).
• Data Entry Form (for New) - Select the appropriate form. 
• Data Entry Form (for Edit) - Select the appropriate form. 

5. Click Save. 

Alerts and Restrictions Security

To grant access to alerts and restrictions complete the following steps. 

Grant Users Security Access

1. Navigate to the following path: Setup > Security/Access > Worker Roles > Security for Events.
2. In the toolbar, click Select Worker Role and search for and select the appropriate worker role.

Note: The Event Group is Restrictions/Alerts.

3. Click Save. 

Modify Alert and Restriction Forms

You can modify alert and restriction event forms in Form Designer as you would any other form. For details on modifying a form in Form Designer, refer to Create and Modify a Form. 

Note: The form family for this event in Form Designer is Restrictions.