Advisories

Advisories are checks which can be run against certain records in the database such as companies or panellists. They allow you to set warning markers if any of the checks fail. They will be indicated on list views with an alert indicator similar to that on the right.

In general usage they are quick ways to flag process or status issues in your VT data. As an example, your incubator may expect a venture to engage with a mentor at least once per 3 months. An advisory could be written to check for companies that have NOT had a meeting of this type in the preceding 3 months and display a warning if that condition is found. This means you can see, at a glance, companies that have not recently engaged with a mentor.

If you hover over the indicator, you will see a popup with a description of the check(s) that triggered the warning marker.

If you then click into a specific record to view it in detail, the same checks will be run and any warnings displayed at the top of the page.

Advisories are based upon specific SQL reports, written in a similar fashion to VT Reports, but there are a couple of extra items that need setting to make them function correctly. Details of how to create these can be found here: Advisory Examples

If you have sufficient permissions, you can see your current Advisories via the Admin Items → Advisory Statements menu.