Alert Rules
When an early alert is raised without anybody pressing anything: attendance under the school’s minimum, absences in a row, fees past due — and when an overdue bill puts a hold on the student. One rule per school, or one for the whole company.
Where to find it
- Module: Student Lifecycle
- Group: Student Success
- Section: Early Alerts & Analytics
- Screen: Alert Rules
Address in the console: /slcm/alert-rules
List · 9 columns · 12 fields on its form · 5 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Rule | Text | name |
| Applies to | Text | applies_to |
| Minimum attendance % | Number | attendance_min_pct |
| Critical below % | Number | attendance_critical_pct |
| Absences in a row | Number | consecutive_absences |
| Judged after sessions | Number | min_sessions |
| Warn after days overdue | Number | overdue_warn_days |
| Hold after days overdue | Number | overdue_hold_days |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Name required | Text | ||
| School (blank for the whole company) | Choice | Looked up from existing records | A school’s own rule wins over the company’s. With no rule at all: 75% minimum, 60% critical, 3 absences in a row, judged after 4 sessions, warned 1 day overdue, no hold. |
| Minimum attendance (%) required | Number | Below this in any section raises an attendance alert. Present, late, remote and excused all count as attended. | |
| Critical below (%) required | Number | Below this the alert is high severity, and the risk score calls it high risk on its own. | |
| Absences in a row required | Number | This many of the latest sessions missed in a row raises an alert whatever the percentage. | |
| Judge attendance after (sessions) required | Number | A percentage is not judged until a student has this many sessions recorded in the section. | |
| Warn when fees are overdue by (days) | Number | The student and finance are warned once per bill, and a financial alert is raised. Blank: never. | |
| Place a hold when overdue by (days) | Number | Blank: no hold is ever placed for overdue fees. Paying the bill releases the hold. | |
| The hold blocks registration | Yes or no | ||
| The hold blocks transcripts | Yes or no | ||
| The hold blocks graduation | Yes or no | ||
| Active | Yes or no |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.