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- On any data record in the driving view right-click and select Show Alarms for this Chart
- Find the alarm with description Customer: CR220200 has debt: 56.78
- Double-click the alarm to open the details form
- Press the Add a new note button -
on the Notes tab. You don't have to do this to add a note, but doing this will include a heading for a new entry and the current date and time. Under the note heading you just added, enter some text with details of this problem:
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- Double-click on the alarm to open the details form
- Go into the tab Files
- Press the button Add a new item -
- The File Upload form will pop up; press the button Open the file browser -
; navigate to the file with the email snippet and select this file from the file browser - The file with the email snippet should now show in the File Upload form; press OK -
- You should now see the file attached to the alarm
- Double-click on the entry in the Files tab in the alarm details to open the file from PhixFlow
- Press OK on the alarm details to save your changes
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- Double-click on the alarm to open the details
- Update the Status field to Closed
At the same time, to record the reason for closing this alarm – set the Closure Reason to Ignored
Remember that PhixFlow is very configurable. If you get too many alarms raised and you have to ignore lots of them – or you see the same alarm again and again – talk to your PhixFlow modeller. They can change the rules so that alarms are only raised for relevant and important cases.
Also remember that alarm statuses, priorities and closure reasons are all configurable. If the settings in these fields are not suitable for your process – talk to your PhixFlow modeller!