What is a Contact? What is a Group?

Introduction

With specific regards to OI, Contacts are not quite what you expect.

OI is licensed for a specific number of contacts. Typically this will be less than five.

In OI terms, a group is a collection of contacts.

A Group has the following fields available:

In OI terms, a contact is someone who will be emailed a report or someone who can be contacted if something is escalated.

A contact has the following fields available to describe them:

Contacts and Groups are set up and used for two main purposes:

Reporting, such as for emailing scheduled reports
Alert escalations, such as for automated emailing, messaging or calling when certain conditions are met.

Accounts are people who log in to OI. There may be many accounts, one or more per staff member even. The number of accounts is restricted by license.

For information on managing and creating contacts, Click here.

For information on managing and creating groups, Click here.

For information on how contacts and groups can be used to set up Alert Escalation Workflows, Click here.