Alerts settings controls how many days before an inspection, expiry or renewal date Affinity sends an email reminder. These reminders complement the dashboard and alert reports.
Before You Start
Assign a housing officer to the relevant property or housing group and check that the officer’s Affinity user account has a valid email address. To update a user’s email, open Admin → Settings, then User Management → Users, and edit the user.
Setting Alert Intervals
- Open Admin → Settings.
- Under General Settings, select Alerts.
- Enter the number of days before the relevant due or expiry date that the email reminder should be sent. For example, enter 30 for a reminder 30 days beforehand. Enter 0 to turn off that email alert.
- Select the Update button for the group or individual row you changed.
The page contains separate forms. Updating one group or row does not save changes made in other groups or rows.
Available Alerts
- Compliance Check Alert Intervals (Properties): a separate interval for each property compliance check type. Save these using the Update button within this group.
- Compliance Check Alert Intervals (Housing Groups and Blocks): a separate interval for each housing group or block compliance check type. Save these using that group’s Update button.
- Other Alert Intervals: Site Inspections, Property Inspections, Energy Certificates, Insurance Policies (Property), Insurance Policies (Housing Groups), Lease Renewals (Property), and RTB Renewals. Each row has its own Update button.
Checking That Reminders Can Be Sent
Email reminders depend on the corresponding record having the relevant inspection, expiry or renewal date, a non-zero alert interval, and an assigned housing officer with an email address. Check these details if a reminder is missing. Property-related reminders use the property’s housing officer; housing group reminders use the housing group’s housing officer.
Changing an alert interval does not change the underlying inspection, expiry or renewal date. Update that date on the relevant record when the inspection or renewal is completed.
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