How to Use ForneyTools Alerting

The ForneyTools Alerts features are accessible from the top navigation menu under Alerts.

 

Alerting and Notifications Help Guide: Table of Contents

 

1    Overview
2    Alert Types and Application
3    How to Access Alerts in ForneyTools    
4    Steps to Get Started with Alerts
5    Manage Alert Recipients 
6    Setup Notification Distribution Groups
7    Configure Alerts Using Standard Alert Types

8   Using the Alert Dashboard

9 Email and SMS Text Notification Messages

 

1 Overview

Intro Video

Tutorial Videos

ForneyTools Alerting provides testing labs with a path to CMT visibility in today's complex and distributed construction project landscape. With automated and actionable SMS and email Alerts, test labs are prepared to efficiently respond to test results and deliver timely strength reports that keep projects moving forward.

 

ForneyTools includes a fully automated, cloud-based test monitoring and alerting solution for CMT professionals. Gain testing insights in near real-time, seamlessly collaborate, and elevate test results and status visibility. ForneyTools Alerting lets you stay on top of testing issues and materials non-compliance for effective schedule management. ForneyTools Alerts empowers you to manage the test process and provides the metrics to drive future process improvements.

 

Configuring pre-defined alerts for your projects is effortless with the ForneyTools Alert manager. Choose the project, alert type and parameters, notification message type, recipients, and you're up and operational. Once alert notifications are flowing, stay organized with ForneyTools Alert Dashboard, where you can review and manage your triggered alert notifications. 

 

Replacing error-prone manual processes with automated Alerts will benefit you in 5 ways:

  • Enhance resource utilization
  • Allow your team to scale
  • Reduce cost
  • Improve test process reliability and response time
  • Produce valuable process metrics

 

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2    Alert Types and Application

ForneyTools supports seven alert types to help you stay on top of progress and issues.

 

 

Alert Type

How it Works

Benefit

1

Test Due

Like a calendar reminder, test due notifies you when a test is due to complete in the specified coming days/hours.

Complete early breaks in time to report results to the jobsite.

2

Test Overdue

Test overdue notifies you when a test is not completed the specified due dates/time.

Quickly Address test tasks that the team inadvertently missed. Remain compliant with ASTM testing windows.

3

Completed Set

Completed set notifies you when your 28 day set has been tested.

Stay on track with test result review and reporting.

4

Early Break Set

Early break notifications can be used for road opening, mold stripping, or form removal.

Effectively manage time-sensitive tasks for your project.

5

Low Break Set

Low break will notify you when material expected strength is too low per your specification.

Avoid material and project compliance risks.

6

Outlier Specimen

Outlier will notify you when the material’s expected strength is out of range per your specification.  The evaluation performed against the set's average strength.  Even if after set of strength is acceptable, the alert will inform if a specimen in the set is out of range.

Avoid material and project compliance risks. Identify potential mishandling of specimens.

7

Report Workflow

Report workflow notifications let you know when someone has submitted a strength report for your approval or if a report that you submitted was rejected.

Efficiently collaborate and manage reporting workflow. Proactively address issues surfaced in reports and remain on schedule.

 

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3    How to Access Alerts in ForneyTools    

 

Once you are enrolled in ForneyTools Alerts, you will see a new Alerts menu item in the top-level navigation menu.

To begin the alert setup process for the first time, choose the Alerts menu and select Recipient Directory.

 

ForneyTools user logins may be configured with Alert configuration/admin access or Alert recipient/view access.  To request request permission changes for the Alerts feature, please reach out to Forney support.  Our team will work with you to ensure that you have the appropriate access.

When contacting Forney support for modifying the alerts permissions, Forney will work with you to identify the appropriate role for your organization's ForneyTools login accounts.

User Roles

Alert Role Recipients

Notification

Groups

Alert

Configurations

Alert

Dashboard

Notification Email,

SMS Text

Admin Add, update, delete Add, update, delete Add, update, enable, disable Manage notifications View, delete messages
View

 

 

 

Manage notifications View, delete messages

 

 

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4    Steps to Get Started with Alerts

 

If you will be configuring Alerts, please be sure to request admin access from Forney Support.

Once you have the proper Alert role, getting started with alerts can be done in five easy steps:

 

The first step is adding your alert notification recipient names and contact info for email and SMS text message.  Recipients must have a ForneyTools user login.

After configuring your recipients, you can then create a notification group.  Recipients must be assigned to a group.  Notification groups are similar to email distribution groups.  You may have multiple groups if your recipient members vary.

Following the creation of notification groups, you are ready to configure your alert.  When creating your alert configuration, choose from the seven alert types, set the required parameters, and then associate that alert configuration to your ForneyTools project and alert notification group.

Note: Alerts related to specimen strength and age to complete due dates require that you populate this data in ForneyTools. Please be sure that your sets include Age to Break and Expected Strength values,  as seen below:

 

If you plan to configure alert recipients to receive an email, please ensure that your mail server does not block the ForneyTools sender domain, @forneyonline.com.

 

More detailed instructions are provided in the following sections of the help guide.

 

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5    Manage Alert Recipients

Alert notification recipients must be defined in ForneyTools.  Recipients may be chosen from your organization's ForneyTools user login set.  ForneyTools will support external/non-ForneyTools user recipients in a future release.

Creating Alert Recipients

  • Navigate to Alerts->Recipient Directory.
  • Select the Create Recipient button at the top of the Recipient Page.

 

 

  • The Add Recipient dialog box will open.  Select Add a ForneyTools User.
  •  Note: The feature to add external users is currently disabled but will be available in a future release of ForneyTools.

 

  • Selecting Add a ForneyTools User will open the Add Recipient dialog box.
    • Note: The External User option is not available in this release.
  • Choose a name from the ForneyTools Users drop-down list.
  • Enter the person's name, email, mobile number, mobile/sms carrier, and mobile country.
    • Note: A phone number and email may only be used once.  You cannot create multiple recipient phone number or email.
  • Select the Save button when you are done.
  • New recipients are Active by default.  This means that the person is able to receive notification message.  Recipients can be deactivated if necessary as explained below.
  • Recipient entries cannot be deleted, but they can be set to inactive.

 

View and Edit Recipient Details

  • Added recipients can be viewed in the Recipient Directory.
  • To view, edit, or deactivate a recipient, select a recipient row in the directory list.  The row will highlight.

  • Selecting a recipient record  will open the Edit Recipient dialog box. 
  • Edit information as needed and select the Save button to save or Cancel to go back to the recipient directory without saving.
  • You may deactivate/disable a recipient so that the person does not receive alert notifications.   To do so, uncheck the Active box at the bottom of the Edit Recipient box and select Save.

 

Recipients may not be deleted from your directory, as they might be linked to alert notifications that have been generated. ForneyTools preserves Recipient information for audit purposes.  If you do not want to view inactive recipients in your direction, uncheck the option for Show Inactive Recipients (default setting).  The checkbox is located below the Create Recipient button.

 

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6    Setup Notification Distribution Groups

Distribution groups work similarly to email distribution groups. Alert recipients must be added to a group to receive notifications. Groups are then associated with Alert configuration entries.


A user may be affiliated with multiple labs. Since Alert configurations are specific to one lab, users who are affiliated with numerous labs must be added to distinct Distribution Groups for each labs.

View Groups

  • Navigate to Alerts->Distribution Groups.
  • Available groups appear in the Group list.

 

  • To view and edit the group members, select the arrow in the groups record.  This will expand the record.

 

Create a New Group

  • Navigate to Alerts->Distribution Groups.
  • Select the Create Group button at the top of the Distribution Groups Page.

 

  • A new row will appear in the group list with an empty name field. 
  • Enter the group name. 
  • Select the green check button to Save or the red x button to cancel.

 

Add a Group Member

  • After saving the group name, you can add members from your Recipient Directory.
  • Select the Add Member button that appears below the new group's empty list area.

 

  • The Add Recipients dialog box will open.  
  • Choose a person from the Existing Recipients that were previously added to the Recipient Directory.
  • After you select a recipient, their contact info will display.
  • Select Save to add the entry to the notification group or Cancel to go back to the Group list.

  • After you save a new member to the group, select the refresh icon to update the data in the Distribution Groups view.  Refreshing will show newly added group members.

 

Remove a Group Member

  • Navigate to Alerts->Distribution Groups.
  • Select the Remove button to remove that specific recipient from the group.

Copy Group

  • Use Copy Group to duplicate a group.
  • Navigate to Alerts->Distribution Groups.
  • Select the group you want to copy by expanding the group with the right-most expansion arrow.
  • The group members and action buttons will now display.
  • Select the Copy Group button at the bottom of the Group's member list.

  • A new Group entry will be added to the Notification Group list.
  • The new group entry will display with a blank name.   Name the copied group and modify members as needed.

 

 

Delete Group for Unused Groups

  • Delete Group applies to unused groups.  Once alert notifications have been sent to a group, the group cannot be deleted due to audit purposes.  The Delete Group button will not be available if that is the case.
  • Use Delete Group to remove a group.
  • Navigate to Alerts->Distribution Groups.
  • Select the group you want to copy by expanding the group with the right-most expansion arrow.
  • The group members and action buttons will now display.
  • Select the Delete Group button at the bottom of the Group's member list.
  • Once the group is deleted, it cannot be restored. 

 

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7    Configuring Alerts For Your Default Lab 

This section describes how to configure the seven alert types. If needed, you may create multiple alerts of the same type for a given project.

Note: Alerts related to specimen strength and age to complete due dates require that you populate this data in ForneyTools. Please be sure that your sets include Age to Break and Expected Strength values, as shown in the section

Default Lab Setting

Alerts are associated with a specific lab. If you want to setup alerts for multiple labs, you can change default lab from the Setting page.  This does not impact how users receive alert notifications.  

You can view or change your default lab under your Profile Settings. Navigate to the profile avatar icon in the top-right main navigation menu and choose Settings.

From the Settings page, navigate to General->Default Lab. If your default is  All Labs, please choose a specific lab. You will then be able to create alert configurations for that lab.

View Configurations

Navigate to Alerts->Configuration.  Previously created alerts will be displayed in the alert Configurations table. You can filter alert configurations by creation date, alert type, project, my alerts, and active alerts. The filter values are preserved between sessions.  

 

Enable/Disable Alerts

Newly created alerts are enabled by default. Select the Enabled checkbox in that alert configuration's row to disable or re-enable an alert.

Create Configuration

ForneyField Alerts supports seven types of alerts.  Alerts may be applied at a single project or globally to all projects.

A given project may have multiple alerts of the same type as long as a different threshold parameters are set.  ForneyTools will warning you if you inadvertently attempt to save a duplicate alert.

When you launch Create Configuration, the following window will open. Choose your project name from the list and then select the alert type.

The Global project type is available for all Alert types.  Set your project to Global if you want to create an alert that is automatically applied across all of your lab's projects.

The configuration window will display additional setting fields depending on alert type.

 

Overview of Alert Type Configurations

This section describes configuration requirements for each of the seven alert types.

1. Test Due Configuration

Like a calendar reminder, test due alerts notify you when a test is due to complete in the specified coming days/hours.  This alert type enables you to stay on schedule and remain compliant with ATSM C31.  Test due can be applied to 28-day sets.  Test due alerts can be configured to send notification reminders up to 24 hours before the due date.

 

2. Test Overdue Configuration

Test overdue notifies you when a test is not completed the specified due dates/time. This alert enables you to address test tasks that the team inadvertently missed quickly. Test overdue applies to 28-day sets. When defining overdue, you must specify the overdue threshold in the Becomes Overdue field. ForneyTools will generate an alert when that appointed time has elapsed from the testing due date for that set.

3. Completed Set Configuration

 Completed set notifies you when your 28 day set has been tested.  This alert type helps you to stay on track with test result review and reporting.   Completed set is used for 28 day sets.

4. Early Break Set Configuration

Early break alerts can be used for road opening, cylinder stripping, or form removal. This alert type can effectively manage time-sensitive tasks for your project. When defining an early break set configuration, you must indicate the % of the expected strength for an early break. The age to break is configurable. For example, if the design age is 28 days, an early break might test might be performed at 7 days.

5. Low Break Set Configuration

Low break alerts will make you aware of tests where material expected strength is too low per your specification. Low break alerts can be used to avoid material and project compliance risks. This alert type applies to 28-day sets. To configure a low break alert, specify the % under the expected strength for the set. ForneyTools will generate an alert if the average strength of the set falls below its expected strength by the defined %.

 

6. Outlier Specimen Configuration

Outlier alerts will notify you when the material’s expected strength is out of range per your specification. Outlier alerts can be used to avoid material and project compliance risks. This type of alert applies to 28-day sets. To configure an outlier alert, specify the % of average strength of the set. ForneyTools will generate an alert if the average strength of the set falls above or below your specified % of average strength.

 

7. Report Alert Configuration

Report workflow alerts notify you when a ForneyTools user has submitted a strength report for your approval or if a report that you submitted was rejected. This alert type enables you to collaborate and manage reporting workflow efficiently, proactively address issues surfaced in reports, and remain on schedule.

To configure a report alert, set Alert On to submitted or rejected.

 

 

 

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8 Using the Alert Dashboard

The Alert Dashboard displays alert notifications that have been generated for your projects.  When using the Dashboard, you can select Alert Status to filter alerts by Pending, Sent, and Acknowledged.  

Pending alerts have been triggered by the system, but a notification message has not yet be sent to email or sms text.  Sent alerts have generated a notification message to the alert distribution group recipients.  An alert notification becomes Acknowledged when a ForneyTools user manually sets the status in the Dashboard.

You can also filter by alert type date range, alert type, lab, project, sample, and set.  The set filter requires that you also choose a sample value. 

 

Filter settings are preserved between ForneyTools sessions.  If you apply a specific end date filter, you may need to adjust that later to ensure you are always seeing notifications for the current day.

 

 

Using Refresh to Display the Latest Sent Alerts

Newly generated alert notifications will not automatically display in an open Dashboard screen. If you have the Dashboard open and want to check for new notifications periodically, click on the refresh icon in the Dashboard alerts table.

 

 

Alert Details

Select the record's row in the Dashboard table to view detailed information about the alert notification. The Notification Details will be displayed below the Dashboard table. The Notification Details include a link to the test set associated with the notification. Selecting the set link opens details in a new browser tab. Report alert notification details include a View Report link to open the related PDF report.

The Dashboard page also includes a sample search, opening search results in a new browser tab.

Acknowledging Alerts

You can acknowledge an alert to remove it from the sent alerts view. This feature allows you to organize your notifications. Acknowledging alerts under your ForneyTools login will not change the alert status for a different ForneyTools user in your notification Distribution Group. Each user is responsible for managing their alert notifications view.

Select the left-most checkbox in the alert notification's record to set the status to acknowledge. You may Select All at the top of the selection checkbox column or select individual alert notification records. Once the checkbox is selected, click on the Acknowledge Alert(s) button in the bottom-left of the Dashboard Alerts table. Acknowledging will automatically refresh the list. You can later view your acknowledged alerts by setting the Dashboard filter for Alert Status to Acknowledged.

 

 

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9 Email and SMS Text Notification Messages

In addition to Alert Dashboard, ForneyTools Alerts can send notifications to your email and phone via SMS text.  

If you have configured recipients to receive an email, please ensure that your mail server does not block the ForneyTools sender domain, @forneyonline.com. Check your spam folder if you see alerts on the dashboard and text messages but not email.


The SMS text messages will come through your phone carrier's SMS email gateway. If you are failing to receive text messages, please advise Forney support. The phone carrier gateway address may have changed, which would require intervention by the ForneyTools development team.

Notification Sample Email from ForneyTools

 

 

Notification Sample SMS Text from ForneyTools

 

 

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Additional Information: