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Cold Chain Management — Excursion Alerts (how to use)

Module: Cold Chain Management

Work with **Excursion Alerts** records inside Cold Chain Management (list, create, edit, and process according to your role).

Open the screen from the module sidebar menu.
Use Search / Filters to find existing records.
Click New or Add to create a record; fill required fields marked with *.
Save as draft if the module supports drafts; otherwise save and continue editing.
Use Edit on a row to update; use Delete only when policy allows and no dependencies exist.
If an approval workflow exists, submit the record and ask an approver to approve/post.
Use related Reports or Dashboard widgets to verify the outcome of your work.

Staff need the ccm_excursion_alerts feature with: view, create, edit, delete, resolve.

Assign under Setup → Staff → Roles → Permissions.

Automatically create an excursion alert when a temperature reading is out of range
Send email reminders via BIXCRM cron when calibration is due
When enabled, critical excursion alerts create a Non-Conformance in the QMS module

See the Cold Chain Management overview for module-wide workflows, API, and setup.

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