ZINFI Alerts Management is a module within the Unified Partner Management (UPM) platform that enables administrators and users to create, configure, and manage automated alerts and notifications. These alerts, primarily delivered via email, inform users about key events, approvals, assignments, and other system or custom conditions within the portal. The module provides tools for managing alert metadata, templates, carriers, and assignment histories, and integrates with UPM’s workflow engine to support scheduled or event-driven communications. This ensures timely and relevant information delivery to end-users and supports efficient workflow management without manual intervention.

Key Features

Manage Alert Metadata

• Create, edit, delete, and search alert definitions.
• Maintain metadata associated with each alert.

Configurable Alerts Carriers

• Choose how alerts are delivered (e.g., email).
• Set up business or ad-hoc alerts, including for custom entities.

Access Assignment History

• Track and manage the history of alert assignments.
• Advanced users can modify assignment records.

Manage Alert Mail Templates

• Create and edit email templates for alerts.
• Localize templates for different user groups or regions.

Workflow Integration

• Schedule alerts or trigger them based on system/custom conditions.
• Integrate with UPM’s workflow engine for automated actions.

Support for All UPM Record Types

• Configure alerts for any record type in UPM.
• Manage multiple alerts and templates for various modules.

Benefits

Timely User Notifications

• Ensures users are promptly informed about important events.
• Reduces the risk of missed approvals or assignments.

Streamlined Communication

• Automates routine notifications, reducing manual effort.
• Supports consistent messaging through templates and localization.

Enhanced Workflow Efficiency

• Integrates with workflows to trigger alerts automatically.
• Improves process transparency and accountability.