Case Management | Case Management For Government Agencies | Product Blog
Case Management | Case Management For Government Agencies | Product Blog
Social Solutions is excited to announce the arrival of a highly anticipated feature for Apricot 360 customers: Time-Based Alerts!
Our new Time-Based Alerts feature allows nonprofit organizations and government agencies to create alerts for events bound in time. This means organizations are now able to schedule triggers to notify staff about key deadlines, follow ups, and other time-based milestones, enabling the automation to free up even more time and confidence in a worker’s day.
For example, if staff want to ensure they can intervene proactively to support a participant’s journey, they can set up a Time-Based Alert in their Apricot 360 solution for a check-in. Time-Based Alerts can also be used for slightly more complex scenarios like, say, two days after a check-in. Here are some other examples of how Time-Based Alerts can be used:
Time-Based Alerts are all part of our effort to enhance processes within and between your programs in the following ways:
The benefits of Time-Based Alerts affect many layers of your organization: Your staff, your services, and your participants and community.
Now more than ever, your staff’s workload is heavy, and manual processes and a lack of resources put undue stress on them. Automation like Time-Based Alerts is a key solution. Automated Time-Based Alerts also reduce your organization’s risk of being susceptible to human errors, ensuring your caseworkers and their participants meet due dates.
Taking this administrative burden off your staff allows them to focus on measuring their impact, thereby expanding and improving programs within your organization.
Ultimately, it’s about keeping your participants on track and providing more services to your community. Time-Based Alerts help raise red flags before participants slip through the cracks and their holistic needs go unnoticed or unmet.
In February 2023, the Social Solutions product team held a webinar to unveil its product roadmap for the first half of 2023. Of course, we spent some time covering Time-Based Alerts, and Social Solutions customers had questions. Here’s the Q&A from the webinar:
When will the new Time-Based Alerts be available for Apricot?
Time-Based Alerts are available to Apricot 360 customers now.
You mentioned that Time-Based Alerts will be available to Apricot 360 customers. Is there a timeframe for when this new functionality may be available to Apricot Core customers?
We don’t have plans to release Time-Based Alerts to Apricot Core customers at this time. If you’re interested in upgrading to Apricot 360 to utilize Time-Based Alerts, contact your account manager.
Are alerts available on Apricot core?
Yes, the Rules & Alerts feature is available in Core. Time-based events and multi-form conditions are on Apricot 360 only.
Will it ever be possible to create Rules & Alerts based on multiple fields in multiple forms on Apricot Core?
Yes, this is the direction we are heading toward. In late September we released multi-form conditions to Apricot 360. Now, an alert’s logic can look across two forms.
With Time-Based Alerts, will I be able to create alerts for yearly recurring dates, such as birthdays?
Yes! Birthday notifications are a great way to use “day of” events in the rule creation.
What about Time-Based Alerts for something slightly more complex, such as three days before a birthday?
Yes! When building the rule’s logic, for example, you can select the “Upcoming” event type and select three days before Use Record Date Field > Date of Birth.
Will Time-Based Alerts consider the user’s time zone?
Yes, Time-Based Alerts respect each Apricot instance’s time settings.
Will the Time-Based Alerts allow participants’ ages to auto-update?
No, but it could prompt users when to make those updates. We recommend upvoting this submission in the Ideas Portal.
With Apricot Rules & Alerts, will all staff members be able to create and set their own alerts?
Not yet, however, this is a great idea. In this first iteration, all alerts are system-generated based on admin-defined logic.
Can Rules & Alerts be structured to notify only the currently-assigned staff member once a case meets certain criteria?
Great question. We are actively working on this. There are currently three popular ways staff are assigned to records: Staff Linking Fields, User List Fields, and Caseloads. Our plan is to start with User List Field. Reach out to Support to get started using User List Fields if that is currently not in your form design!
When building Rules & Alerts, are there any tips you would recommend to ensure the best experience for my organization?
We recommend starting slow and being very thoughtful when building new alert logic. Alerts should be targeted and timely to have the greatest effect. It is important to avoid creating more alerts than your staff can easily manage and avoid alert fatigue. Too many complex Rules & Alerts may unintentionally slow a workflow.
Discover how Time-Based Alerts in Social Solutions’ Apricot 360 software can create efficiencies and give staff the peace of mind of knowing that their case management software will remind them of important events and anniversaries so they can better serve and connect with their participants. Discover how Time-Based Alerts can elevate your organization or agency in a live group demo or personalized demo of Apricot 360 case management software today.
If you are a Social Solutions customer who has questions about Time-Based Alerts, reach out to your Account Manager.
Cookie | Duration | Description |
---|---|---|
_biz_flagsA | 1 year | A Cloudflare cookie set to record users’ settings as well as for authentication and analytics. |
_biz_pendingA | 1 year | A Cloudflare cookie set to record users’ settings as well as for authentication and analytics. |
_biz_sid | 30 minutes | This cookie is set by Bizible, to store the user's session id. |
ARRAffinity | session | ARRAffinity cookie is set by Azure app service, and allows the service to choose the right instance established by a user to deliver subsequent requests made by that user. |
ARRAffinitySameSite | session | This cookie is set by Windows Azure cloud, and is used for load balancing to make sure the visitor page requests are routed to the same server in any browsing session. |
BIGipServerab09web-nginx-app_https | session | This cookie is associated with a computer network load balancer by the website host to ensure requests are routed to the correct endpoint and required sessions are managed. |
cookielawinfo-checbox-analytics | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics". |
cookielawinfo-checbox-functional | 11 months | The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". |
cookielawinfo-checbox-others | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. |
cookielawinfo-checkbox-advertisement | 1 year | Set by the GDPR Cookie Consent plugin, this cookie is used to record the user consent for the cookies in the "Advertisement" category . |
cookielawinfo-checkbox-necessary | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary". |
cookielawinfo-checkbox-performance | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance". |
CookieLawInfoConsent | 1 year | Records the default button state of the corresponding category & the status of CCPA. It works only in coordination with the primary cookie. |
viewed_cookie_policy | 11 months | The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data. |
Cookie | Duration | Description |
---|---|---|
__atuvc | 1 year 1 month | AddThis sets this cookie to ensure that the updated count is seen when one shares a page and returns to it, before the share count cache is updated. |
__atuvs | 30 minutes | AddThis sets this cookie to ensure that the updated count is seen when one shares a page and returns to it, before the share count cache is updated. |
__cf_bm | 30 minutes | This cookie, set by Cloudflare, is used to support Cloudflare Bot Management. |
_biz_nA | 1 year | This cookie, set by Bizible, is a sequence number that Bizible includes for all requests, for internal diagnostics purposes. |
_biz_uid | 1 year | This cookie is set by Bizible, to store user id on the current domain. |
bcookie | 1 year | LinkedIn sets this cookie from LinkedIn share buttons and ad tags to recognize browser ID. |
lang | session | LinkedIn sets this cookie to remember a user's language setting. |
lidc | 1 day | LinkedIn sets the lidc cookie to facilitate data center selection. |
UserMatchHistory | 1 month | LinkedIn sets this cookie for LinkedIn Ads ID syncing. |
Cookie | Duration | Description |
---|---|---|
_gaexp | 2 months 10 days 10 hours | Google Analytics installs this cookie to determine a user's inclusion in an experiment and the expiry of experiments a user has been included in. |
_uetsid | 1 day | Bing Ads sets this cookie to engage with a user that has previously visited the website. |
_uetvid | 1 year 24 days | Bing Ads sets this cookie to engage with a user that has previously visited the website. |
SRM_B | 1 year 24 days | Used by Microsoft Advertising as a unique ID for visitors. |
Cookie | Duration | Description |
---|---|---|
_BUID | 1 year | This cookie, set by Bizible, is a universal user id to identify the same user across multiple clients’ domains. |
_ga | 2 years | The _ga cookie, installed by Google Analytics, calculates visitor, session and campaign data and also keeps track of site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognize unique visitors. |
_ga_33YSH1JFFW | 2 years | This cookie is installed by Google Analytics. |
_gcl_au | 3 months | Provided by Google Tag Manager to experiment advertisement efficiency of websites using their services. |
_gd_session | 4 hours | This cookie is used for collecting information on users visit to the website. It collects data such as total number of visits, average time spent on the website and the pages loaded. |
_gd_visitor | 2 years | This cookie is used for collecting information on the users visit such as number of visits, average time spent on the website and the pages loaded for displaying targeted ads. |
_gid | 1 day | Installed by Google Analytics, _gid cookie stores information on how visitors use a website, while also creating an analytics report of the website's performance. Some of the data that are collected include the number of visitors, their source, and the pages they visit anonymously. |
_hjAbsoluteSessionInProgress | 30 minutes | Hotjar sets this cookie to detect the first pageview session of a user. This is a True/False flag set by the cookie. |
_hjFirstSeen | 30 minutes | Hotjar sets this cookie to identify a new user’s first session. It stores a true/false value, indicating whether it was the first time Hotjar saw this user. |
_hjIncludedInPageviewSample | 2 minutes | Hotjar sets this cookie to know whether a user is included in the data sampling defined by the site's pageview limit. |
_hjIncludedInSessionSample | 2 minutes | Hotjar sets this cookie to know whether a user is included in the data sampling defined by the site's daily session limit. |
_hjTLDTest | session | To determine the most generic cookie path that has to be used instead of the page hostname, Hotjar sets the _hjTLDTest cookie to store different URL substring alternatives until it fails. |
at-rand | never | AddThis sets this cookie to track page visits, sources of traffic and share counts. |
CONSENT | 2 years | YouTube sets this cookie via embedded youtube-videos and registers anonymous statistical data. |
undefined | never | Wistia sets this cookie to collect data on visitor interaction with the website's video-content, to make the website's video-content more relevant for the visitor. |
uvc | 1 year 1 month | Set by addthis.com to determine the usage of addthis.com service. |
Cookie | Duration | Description |
---|---|---|
_fbp | 3 months | This cookie is set by Facebook to display advertisements when either on Facebook or on a digital platform powered by Facebook advertising, after visiting the website. |
_mkto_trk | 2 years | This cookie, provided by Marketo, has information (such as a unique user ID) that is used to track the user's site usage. The cookies set by Marketo are readable only by Marketo. |
ANONCHK | 10 minutes | The ANONCHK cookie, set by Bing, is used to store a user's session ID and also verify the clicks from ads on the Bing search engine. The cookie helps in reporting and personalization as well. |
fr | 3 months | Facebook sets this cookie to show relevant advertisements to users by tracking user behaviour across the web, on sites that have Facebook pixel or Facebook social plugin. |
loc | 1 year 1 month | AddThis sets this geolocation cookie to help understand the location of users who share the information. |
MUID | 1 year 24 days | Bing sets this cookie to recognize unique web browsers visiting Microsoft sites. This cookie is used for advertising, site analytics, and other operations. |
test_cookie | 15 minutes | The test_cookie is set by doubleclick.net and is used to determine if the user's browser supports cookies. |
VISITOR_INFO1_LIVE | 5 months 27 days | A cookie set by YouTube to measure bandwidth that determines whether the user gets the new or old player interface. |
YSC | session | YSC cookie is set by Youtube and is used to track the views of embedded videos on Youtube pages. |
yt-remote-connected-devices | never | YouTube sets this cookie to store the video preferences of the user using embedded YouTube video. |
yt-remote-device-id | never | YouTube sets this cookie to store the video preferences of the user using embedded YouTube video. |
Cookie | Duration | Description |
---|---|---|
_an_uid | 7 days | No description available. |
_clck | 1 year | No description |
_clsk | 1 day | No description |
_dc_gtm_UA-718299-1 | 1 minute | No description |
_hjSession_2602456 | 30 minutes | No description |
_hjSessionUser_2602456 | 1 year | No description |
6suuid | 2 years | No description available. |
AnalyticsSyncHistory | 1 month | No description |
CLID | 1 year | No description |
d-a8e6 | 1 year | No description available. |
dpi_test | 1 day | No description |
dpi_utmOrigVals | 5 months 27 days | No description |
intercom-id-rbb6qelf | 8 months 26 days 1 hour | No description |
intercom-session-rbb6qelf | 7 days | No description |
li_gc | 5 months 27 days | No description |
loglevel | never | No description available. |
referrer | session | No description available. |
s-9da4 | 15 minutes | No description available. |
SM | session | No description available. |
xtc | 1 year 1 month | No description |
We are becoming BonterraTM
|