Alerts and Overview
Alerts
Section titled “Alerts”The bell at the top right shows how many alerts you haven’t read. Click it for the latest, or See all alerts for the full list under Alerts. Click an alert to open what it is about; Mark read and Mark all as read clear them.
You get an alert when:
| Alert | Who gets it |
|---|---|
| A request needs your approval (expense, advance, reallocation, finance release, budget revision, purchase order, direct purchase, advance spend) | The people who can decide the current step |
| Your request was approved, rejected, paid, or its cash was issued | The requester |
| A budget line passes 75%, 90% or 100% of its allocation (committed plus actual) | The budget owner, finance approvers and admins |
| Scolah Compass sends a finance release reminder | The people who can decide the release’s current step |
| A finance release expires and the held money goes back | Finance approvers and admins |
| Stock falls below an item’s minimum at a location | Stock managers and the location’s storekeepers |
| A lot comes within the expiry warning period, or expires | Stock managers and the location’s storekeepers |
| An adjustment, stock count or stock transfer needs approval | The people who can decide its current step |
| A held change needs your approval, for example a ledger entry, a budget edit or a new supplier | The people who can decide the current step |
| Your change was approved and applied, rejected, cancelled, or approved but could no longer be applied | The person who made it |
| The person who made a request or change reminds its approvers | The people who can decide the current step |
| A request or change is waiting but too few people can approve it | Admins |
| An approval rule was changed | The other admins |
| You were added to, or replaced on, a waiting request’s approval step | That person |
| A transfer is on its way to your location | The destination’s storekeepers |
When the installation is connected to Scolah Compass’s notification service, alerts are also emailed.
Overview
Section titled “Overview”Overview is the Budget home page. It shows the totals across active budgets, what is Waiting for me, Missing receipts, Outstanding advances, Pending releases, Unread alerts, and Lines to watch: lines at 90% or more, or forecast to run out before the budget ends.
Stock dashboard
Section titled “Stock dashboard”Stock → Dashboard shows what needs attention in Stock: Low stock, Expiring soon, expired lots still on hand, transfers In transit, and stock approvals waiting. A storekeeper sees their own locations.