Alerts
Alerts are the app telling you what might bite. They show inside the bid record and roll up to the bid board, so a bid with open alerts is visible from across the room. Every alert either cites a source page or tells you plainly why it has no page to cite.
Two kinds of alerts
Section titled “Two kinds of alerts”Workflow alerts
Section titled “Workflow alerts”These are computed straight from the bid record itself, so there is no document page to cite. They recompute automatically as the bid changes:
- Due soon: the bid is due within 3 days, or due today.
- Overdue: the due date has passed and the bid is still in a working status.
- No documents: an open bid with nothing uploaded yet.
- No plans: documents are uploaded, but none are categorized as plans.
Workflow alerts only apply to bids that are still being worked (New, Reviewing, Pricing, Waiting). Once a bid is submitted, won, lost, no-bid, or archived, they stop.
Document-derived alerts
Section titled “Document-derived alerts”These come out of AI review and addendum comparison, and they carry review state that survives re-runs:
- Addendum change: an addendum touched something, compared against the documents you had. The alert points at the finding, and the finding cites the pages.
- Scope flag: something in the documents looks like it moves, conflicts with, or drifts into your scope and needs a human read.
Document-derived alerts link to their source finding, so you can jump from the alert to the exact page that caused it. An alert with no source finding must state the reason there is no source page. That rule is enforced in the data itself, not just the interface.
Severity
Section titled “Severity”Every alert has a severity: info, needs attention, or critical. Overdue bids are critical. A missing plans category is info. Severity is about workflow impact, so the board surfaces the bids that actually need someone today.
Working alerts
Section titled “Working alerts”Alerts are meant to be cleared, not stared at. Each document-derived alert can be marked:
- Open: nobody has dealt with it yet.
- Reviewed: someone looked and it is acknowledged.
- Dismissed: looked, does not apply. Dismissing an alert keeps it from coming back on the next review run.
- Resolved: it was real and it has been handled.
The dashboard alert state updates as you work them, so the board reflects reality: not what the software found once, but what your team has actually dealt with.
The habit that makes this work
Section titled “The habit that makes this work”Upload addenda as they arrive and re-run review. The comparison only catches what changed if the app has the change. The one addendum that quietly moves scope between divisions the day before bid is exactly the one this exists for.