LiveAnalytics Alerts and Notifications

14th January 2015
Alerts-and-Notifications_rev

Restaurant owners and managers are busy people and don’t have time to delve into lengthy complex reports on a regular basis. That is why, in the Livelenz suite (both LiveAnalytics and Sublive), alerts can be set up to notify the business owner or manager via email of specific or significant events that occur within their stores.

To find the Alerts & Notifications section, go to Operations > Alerts & Notifications. Any alerts that have already been created are listed here, showing their title, threshold, count, and last trigger date.

To create a new alert for a specific store, click on the blue Create Rule button found in the upper right corner. This opens a page with an empty box where the title or name of the alert can be entered, and has a dropdown menu from which the alert type is chosen.

A specific person or multiple people can be chosen as the email recipient(s) for an alert. The Create Alert view will display a list of all users on the account, and any of those users can be selected, using the check boxes next to their names, to determine who gets each alert’s email.

Alerts notification screen

Alert Types

Item Voids: This alert is used to monitor for a certain number of Item Voids, to help reveal training issues or possible theft in a store. To set this up, click Create Rule and name the alert. Select Item Voids from the alert type dropdown, then enter the quantity of item voids that should trigger the alert. Select the check box for the preferred store and check the boxes next to the names of the employees who will be monitored by this alert, or click All Employees. Finally, choose the email recipient for this alert by checking the box next to the preferred user’s name. Click Create Rule in the white box at the bottom to finish and go back to the list of alerts.

Item void alert

Refunds: This alert is used to watch for both a certain number of refunds and a certain currency value being refunded. Since refunds are a common method of employee theft, is important for an owner to know when they occur. To set this up, click Create Rule and name the alert. Select Refunds from the alert type dropdown, enter the quantity and the currency value that will trigger the alert, then select the check box for the preferred store and pick certain employees, or choose All Employees if everyone’s refund activity should be monitored more closely. Finally, choose the alert’s email recipient by checking the box next to the preferred user’s name. Click Create Rule in the white box at the bottom to finish and go back to the list of alerts.

alert refund

Cash Over\Short: For those who use LiveCashOut, this alert can act as a warning when the over\short value hits\exceeds a specified amount. Click Create Rule and name the alert. Select Cash Over\Short from the alert type dropdown, enter the currency value, select the preferred store, then choose from the employees at that store, or choose All Employees. Finally, choose the alert’s email recipient by checking the box next to the preferred user’s name, then click Create Rule in the white box at the bottom to finish and go back to the list of alerts.

Alert cash over short

Low Value Sale: This type of alert is used to monitor for a certain number of transactions which have a lower than normal value, to help keep an eye out for any sales that may be entered incorrectly, with items which are missing or forgotten. To set this up, click Create Rule and name the alert. Select Low Value Sale from the alert type dropdown, enter the number of low value sales that the alert should watch for and the currency value that defines a low value sale, then select the check box for the preferred store, and select All Employees or choose specific employees at that store. Finally, choose the alert’s email recipient by checking the box next to the preferred user’s name. Click Create Rule in the white box at the bottom to finish and go back to the list of alerts.

Alert low value sales

Too Few Safe Counts: This alert is used to monitor for when a store doesn’t complete the proper number of safe counts, as set up by an administrator. A store should be doing a certain number of safe counts each day, to keep track of cash amounts and increase accountability within the store. The number of safe counts would have been previously set up by an administrator (the administrator would go to Admin > Stores, click View\Edit beside the store, then under the Safe\Drawer Counts section, click View\Edit These Days and customize the numbers there).

alert safe count required

Additional Options

There are a couple more options found at the top of the page in blue buttons. The complete list of alerts can be found by clicking Alert Rules.

To see which alerts have been triggered, click Triggered Alerts to view any that have been triggered, and when. Note: These need to be checked after an alert is triggered, because they must be reset before alerting again.

A list of all previously triggered alerts can be found by clicking History. This view shows the history of alerts and includes the name, store, threshold, event and date.

Conclusion

This feature of the Livelenz platform will help keep an eye out for certain occurrences that can have an adverse effect on the smooth operation of any business. Alerts help make sure store owners know when certain events are occurring so they can take action immediately.

Chief Operating Officer at LIVELENZ. Greg began working part-time in restaurants when he was 15 and continued in the industry for a decade. He then began working for technology companies developing a passion for improving operational efficiencies at fast-growing organizations.

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