Time-Based Goal Alerting

Problem Definition

User Story

As a process owner
I want to be notified of changes in goal status
So that I can respond quickly

PM Notes (Customer requests, context, assumptions)

• Assumption: Customers expect a single overview of all their alerts
• Assumption: Customers will set an average of 6-10 goals per process
• Assumption: Email-based alerts are sufficient for our users. They do not need webhooks in the MVP

Solution Definition

Solution Ideas

As this is an MVP the target quality is flawed. 

It is possible to set alerts on configured goals. 
Goals alert modal displays a list of goals. 
It is possible to hide a goal in the alert modal.
If a goal is hidden from display in the goals modal. It is removed from selection in the alerts modal. 

Hiding subgoals removes them from the alert. 
Deleting goals deletes the alert. 

There is no user messaging of the above.

Design Notes (Videos, mockups, guidance)

Alert design

User Scenario

NAVIGATION
GIVEN I have set a business goal
AND I am on the Processes page
(MH) THEN an option to set alerts on the business goal is provided

ALERT BUTTON
ALERT BUTTON
GIVEN I have set goals
(MH) THEN the alert button opens the alert modal 
(MH) AND there is no option to create multiple alerts 

SETTING ALERTS
GIVEN I have begun to set an alert
(MH) THEN a list of goals is provided
(SH) AND all goals default to selected
(MH) AND at least 1 goal must be selected to be valid
(NTH) An alert name field is provided and pre-filled with the process name 
(MH) AND a time picker is provided
(SH) AND the time picker defaults to every hour
(MH) AND an email address is provided
(SH) AND the email address defaults to the process owner
(SH) AND it is possible to add additional recipients
(MH) AND a reminder notification configuration is provided
(SH) AND the reminder notification configuration defaults to enabled, every 1 day
(NTH) AND a target system is provided (PLATFORM ONLY)
(NTH) AND the target system defaults to email
(NTH) AND a resolution notification option is provided
(NTH) AND the resolution notification option defaults to enabled

SAVING ALERTS
GIVEN I have configured alerts
(MH) AND the alerts are valid
(MH) THEN I can save alerts

SENDING ALERTS
WHEN an alert state changes
(MH) THEN a notification email is sent, as configured

ALERTS AND HIDDEN GOALS
WHEN a goal is hidden in the goal setting modal
(MH) THEN that goal is removed from the alert list 
(MH) AND there are no alerts sent for that goal 
User does not see a message about the removal of that goal 

WHEN a hidden goal is displayed again
(MH) THEN that goal is re-added to the alert list 
(MH) AND the alert again becomes active for that goal 
User does not see a message about the re-added goal 

DELETING GOALS
WHEN I try to delete a goal
(SH) AND an alert references the active goal
(SH) THEN I must acknowledge that the alert will be deleted for that goal
(SH) THEN that alert is deleted 
(SH) AND the user must set new goals to enable alert setting 

DELETING ALERTS
WHEN a user deletes an alert
(MH) THEN that alert is no longer active 
(MH) AND the user is able to configure a new alert 

Metrics (if applicable)

• Percent of processes with alerts enabled
• Number of goal alerts sent