The CyberGrants Alert Extension is a specialized monitoring tool that enhances the platform's ability to enforce business rules and compliance standards across your corporate giving programs. This extension provides a structured framework for evaluating different record types against predefined criteria, displaying visual alerts when those criteria are met.
The alert function administers systematic oversight of your giving programs, ensuring consistent application of business rules and compliance requirements.
Alerts reduce the need for manual reviews by highlighting only those records requiring attention.
The solution proactively identifies potential issues before they result in compliance violations or inefficient fund allocation.
Acquiring this extension ensures all users receive the same alerts under the same conditions, promoting uniform treatment of similar situations.
Core Functionality
The Alert Extension functions as a conditional evaluation system that automatically analyzes records against custom-defined criteria. When an administrator accesses a specific record, the extension performs a "Critical Evaluation" – a programmatic assessment that determines whether particular conditions exist for that record. Based on the evaluation results, the system either displays an alert message or allows normal processing to continue without interruption.
The extension's evaluation logic follows this process:
An administrator accesses a record of a configured "Alert Type."
The system evaluates that record against predetermined criteria.
If the criteria are met (evaluation returns TRUE), an alert message appears.
If the criteria are not met (evaluation returns FALSE), no alert is displayed.
This systematic approach ensures consistent evaluation across all records, providing administrators with timely notifications about situations requiring attention.
Key Components
Alert Types
These define which record categories the system will evaluate:
Organization records - Alerts about organization-level conditions (e.g., tax status issues, funding thresholds)
Grant Request records - Alerts about grant application concerns (e.g., incomplete information, budget issues)
Employee Giving Request records - Alerts about employee donation scenarios (e.g., matching eligibility issues)
Employee Giving Nomination records - Alerts about potential concerns with employee-nominated organizations
Critical Evaluations
These are the specific criteria used to assess records.
Each Alert Type has its own defined evaluation parameters established through "Program Constants" – the configuration points that determine how alerts function within your implementation.
Alert Severity Levels
Soft alerts - Informational warnings that allow the user to continue processing
Hard alerts - Blocking notifications that prevent the user from proceeding until the identified issue is resolved
Workflow Examples
To illustrate how the Alert Extension functions in practice, consider these practical examples:
Example Scenario:
Alert Response:
Example 1 - Organization Funding Threshold Alert
When an administrator reviews an organization's record, the system evaluates whether the organization has received grants totaling over $10,000 in the current year.
If TRUE (organization has exceeded the threshold), an alert appears saying - "This organization has received significant funding this fiscal year. Please review additional documentation requirements."
If FALSE (organization has not exceeded the threshold), no alert appears, and normal processing continues
Example 2 - Grant Request Compliance Alert
When reviewing a grant application, the system evaluates whether certain application questions contain potentially non-compliant responses.
If TRUE (non-compliant responses identified), an alert appears stating - "This application contains responses that may require compliance review. Please verify eligibility before proceeding."
If FALSE (all responses appear compliant), no alert appears
Example 3 - Employee Giving Request Alert
When reviewing an employee donation request, the system evaluates whether the recipient organization has already received $5,000 or more in employee donations.
If TRUE (funding threshold reached), an alert displays - "This organization has reached the annual employee giving threshold. Additional approvals required."
If FALSE (threshold not reached), no alert appears
Example 4 - Employee Giving Nomination Alert
When reviewing a new organization nomination, the system evaluates whether the organization's tax ID has received funding in the past three years.
If TRUE (previous funding identified), an alert states - "This organization has received previous funding. Please check existing organization records before creating a new entry."
If FALSE (no previous funding), no alert appears
Technical Specifications
The Alert Extension operates within these technical parameters:
Integration Point - The extension operates at the record access level, performing evaluations when administrators view specific record types.
Configuration Method - Alert criteria are defined through Program Constants, which establish the specific conditions that trigger alerts.
Evaluation Timing - Critical Evaluations occur in real-time when records are accessed, providing immediate feedback.
Alert Display - Alert messages appear as on-screen notifications according to their configured severity level.
