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AlertTraveler®: Considerations when Changing your Intelligence Provider Follow

This article covers the steps AlertTraveler® admins should take immediately once Terra Dotta has updated their site's intelligence provider. This site discusses considerations for AlertTraveler® + Study Abroad sites, as well as AlertTraveler® + Travel Registry sites. 

Note: Only Terra Dotta Specialists can update the intelligence provider. However, once this change has been made, the institution is responsible for reviewing and updating the settings mentioned in this article. 

This article will discuss the following topics: 

Question: Why are actions and adjustments needed?

Answer: When changing intelligence providers, the alert ratings scale will also change. To see these differences, review the table below: 

Notifications, threshold settings, subscription settings, and workflows are often dependent on alert levels. When a change to these level types occurs the admin will need to review the settings for these features to ensure the desired alert level is configured.

 

 

Comparing Intelligence Providers

In addition to differing Alert Levels, there are other differences between Riskline and Security Exchange.

Below is an example of an alert issued by Riskline: 

Riskline has scaled this alert as a medium level, and provides travelers with advice: 

 

Below is an example of a Security Exchange alert:

Security Exchange has rated this alert as a critical level, and does not provide travelers with advice. 

 

Generally, Riskline provides more alerts, more often. Riskline has 5 alert levels, compared to Security Exchange's 3 alert levels. 

 

 

Admin Notification Settings

AlertTraveler® Admin should navigate to AlertTraveler>Settings>Notifications and click the edit pencil next to each Admin's user: 

Upon clicking the edit pencil, the admin will be presented with the notification modal:

Within this modal, review the current notification settings, adjusting them as needed. If you make a change, make sure to select "Update Preference" before closing the modal. Take this action for every AlertTraveler® Admin. 

To learn more about Admin Notifications, see AlertTraveler®: Admin Notifications

 

 

Threshold Settings

Next, review your Traveler Threshold Settings and make any adjustments needed to best fit your process: 

To learn more about Traveler Threshold Settings see AlertTraveler®: Threshold Settings.

Be sure to Save Changes at the bottom of the settings page. 

 

 

Subscription Settings

Next, review your subscription settings make any adjustments needed to best fit your process: 

To learn more about Subscription Settings see AlertTraveler®: Subscription Settings

Be sure to Save Changes at the bottom of the settings page. 

 

 

Study Abroad + AlertTraveler® Workflows

If your site is an AlertTraveler® site that has the AlertTraveler® add-on, navigate to AlertTraveler>Settings>Workflows and review and, if needed, edit your existing workflows to accommodate the change in Alert Levels. Be sure to check both On Program Change and On Impacted Travelers workflows. 

To learn more about AlertTraveler® workflows see AlertTraveler®: Workflows

Be sure to Save Changes at the bottom of the workflows page. 

 

 

Travel Registry + AlertTraveler® Workflows

If your site is a Travel Registry + AlertTraveler® site, navigate to Travel Console> Travel Admin>Workflows and review and, if needed, adjust any workflows that have Risk Rating or Severity as a condition: 

Review all workflows with Risk Rating/Severity conditions for the following workflow types: 

  • On Trip Save (Risk Rating Category)
  • On Impacted Travelers (Severity Category)
  • On Trip Approval (Risk Rating Category)
  • On Trip Create (Risk Rating Category)
  • Pre-Departure (Risk Rating Category)
  • Prior to Return (Risk Rating Category)
  • On Trip Cancel (Risk Rating Category)

Be sure to Save as you make edits to your workflows.

Note: Editing your workflows may not be necessary for workflows that have a Risk Rating condition if the selected risk rating type is only CDC or DOS, (and not Riskline (RL) or Security Exchange (SE)). However, best practice is to review all workflows with the Risk Rating condition for good measure. 

Note: Any workflows that were triggered prior to the intelligence provider change will remain applied to the trip in question. 

 

To learn more about Travel Registry workflows see Travel Registry: Workflow Configuration

 

 

Frequently Asked Questions

  • Q: How can I tell who my current intelligence provider is? 
    • A: Navigate to AlertTraveler>Alerts and open an alert by clicking on the headline. From this page, examine the URL. 

      Riskline site alert URLs will appear similar to this: [Site Domain]/index.cfm?FuseAction=TRAVEL.traveladmin#/alert-details/RL-V4-329885

      Security Exchange alert URLS will appear similar to this: [Site Domain]/index.cfm?FuseAction=TRAVEL.traveladmin#/alert-details/SE-102394
  • Q: My intelligence provider has just been updated by a Terra Dotta Specialist. Why do my alert URLS still indicate my previous provider?
    • A: Alerts issued to your site previous to your intelligence provider change will remain intact; only alerts issued after the change will be from your new provider.
  • Q: Will making this change impact my traveler's app experience?
    • A: Travelers do not usually notice the change; as long as the actions listed in this article are taken immediately after the intelligence provider is changed, there should no disruption.