Alerts in Microsoft Teams

Peilaro can post its reminders in a channel in Microsoft Teams, next to the emails. Your team then sees in one place what is coming up.

These alerts are posted: a check of the annual plan 14 days before its due date, and once more when it is overdue; a check for clause 9.2 is announced as an internal audit. A finding is posted when it passes its deadline. Each alert has a heading, the clause number and title, the name of the check, the date and a link to the clause in Peilaro. A finding is posted with its type and clause only, never with its title or description. Each alert goes out once per due date.

Everything is set up by an owner or admin under Integrations, in the menu under your name. First connect Microsoft 365 there, with the Microsoft 365 card at the top. Your Microsoft administrator may have to approve the Teams permissions. Then choose a team, a channel and the alerts you want under Alerts in Microsoft Teams, on the same page. You only see the teams the connected account is a member of. If the card asks you to connect Microsoft 365 again, the connection does not allow Teams yet: choose Connect again on the Microsoft 365 card and accept the Teams permissions.

Items that were already overdue when you chose the channel are not posted, so the channel does not fill up with old items. If an alert cannot be posted, for example because the connection has expired, the card shows when that happened. Peilaro tries again the next morning, and the emails go out as usual. A read-only organisation gets no alerts. Choose Stop alerts to forget the channel.