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Mastering Exception-Based Rules for Effective Alerts

Learn how to create exception-based rules that drive proactive visual indicators (Alerts) to ensure smooth operations. Discover key components and popular scenarios for rules and alerts usage. Explore various alert types and notification channels for optimal efficiency.

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Mastering Exception-Based Rules for Effective Alerts

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Presentation Transcript

  1. Exception Based Rules and Alerting

  2. Rules/Alerts Overview • Key component to success • Create Exception based rules that drive: • Proactive visual indicators (Alerts) • Available via: • CEK/CSP Home page • Individual emails • Email digests • Can include notes added to cards

  3. Rules/Alerts Overview Which Rules and Alerts are used the most? When Cards are: Released for Replenishment Rescheduled Not Accepted within an agreed time-frame Short Shipped or Over Shipped When Shipment of Goods is Past Due

  4. Rules/Alerts Overview Which Rules and Alerts are used the most? Do you have Rules set for when: Notes are added to cards? Spike orders are created? Items turn Red? Cards are deleted? Blanket POs need renewing? Cards don’t cycle as expected?

  5. Rules/Alerts Overview • Heads Up Alerts • When AppStatus changes • When AppStatus changes and Notes are attached • When AppStatus does not change* • When Blanket Qty is below X days of UsagePerDay • When Goods are due in X days* • When Some Action takes place • When Some Action takes place Exclude Supplier • When Inventory is Issued or Transferred • When Notes with specific priority added • When card is called-off

  6. Rules/Alerts Overview • Requires Some Action • Card/Order Released to Supplier • When card is rescheduled by buyer • When card is rescheduled by supplier • When reschedule is approved by buyer • When reschedule is rejected by buyer • When reschedule request not responded • Buyer reschedule is accepted by Supplier

  7. Rules/Alerts Overview • Playing Big Brother • When action does not take place* • New Non-Replenishment Card is released • Kanban Card is Recalled • When Card is Deleted • When cards are not accepted • When Goods are excess Received • When Goods are excess shipped • When Goods are short Received • When Goods are short shipped • Called-off but not shipped • When card is approved or rejected at inspection • When Goods are due*

  8. Rules/Alerts Overview Building the Alert

  9. Rules/Alerts Overview Alert Email

  10. Rules/Alerts Overview Alert Email (Digest Format)

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