How to create an Alert Checklist
Each organization can have their own custom sections, fields, and validations in an alert checklist. There are also conditional fields that can be triggered via a checkbox.
To create a custom alert checklist:
- Head over to Workflows > Investigation Checklists > Alert Investigation Checklists:
![Unit21-Alert-Checklist-0.png 1600](https://files.readme.io/15b8096-Unit21-Alert-Checklist-0.png)
Notice there is a default checklist.
- Click + Create investigation checklist:
![Unit21-Alert-Checklist-1.png 1600](https://files.readme.io/dc5bc35-Unit21-Alert-Checklist-1.png)
- Name and describe the checklist, then click Submit:
![Unit21-Alert-Checklist-2.png 1600](https://files.readme.io/f1db013-Unit21-Alert-Checklist-2.png)
Now your checklist is in draft format.
- At the very least, you will need to create 1 group by clicking + Create a group:
![Unit21-Alert-Checklist-3.png 1600](https://files.readme.io/545f910-Unit21-Alert-Checklist-3.png)
You will need to provide a group name and then decide on the validation scheme:
- All
- Any - At least one item is required
- Required - All items are required
You can also provide an error message for your users.
- Click Create when you are done.
![Unit21-Alert-Checklist-4.png 1600](https://files.readme.io/fd2db39-Unit21-Alert-Checklist-4.png)
- Now you must add items to the group, click + Add an item to this group:
![Unit21-Alert-Checklist-5.png 1600](https://files.readme.io/d2cedb8-Unit21-Alert-Checklist-5.png)
You will need to provide a label and then decide on the item type:
- Checkbox
- Checkbox with text
- Short text input
- Long text input
- Single select dropdown
- Multi-select dropdown
- Date range
- Once you have created all the groups and item needed on your checklist, click Publish:
![Unit21-Alert-Checklist-6.png 1600](https://files.readme.io/3af8aec-Unit21-Alert-Checklist-6.png)
You cannot edit a custom checklist once it is published.
If you want to edit a checklist, you must create a new one. When you delete a checklist, it is archived permanently.
- Finally, select the queues you want the checklist to appear on.
![Unit21-Alert-Checklist-7.png 1600](https://files.readme.io/70b2afc-Unit21-Alert-Checklist-7.png)
- Success:
![Unit21-Alert-Checklist-8.png 1600](https://files.readme.io/7bba918-Unit21-Alert-Checklist-8.png)
- Now the alerts in the Tier 1 queue will have our custom checklist:
![Unit21-Alert-Checklist-9.png 1600](https://files.readme.io/98c2eb1-Unit21-Alert-Checklist-9.png)
Updated 8 months ago