You can set automatic email notifications for yourself to alert you when:
•You are scheduled to attend an appointment
•You are assigned to a project
•You are assigned to a new task
•You receive requests to approve
•You receive requests to review
•You receive back a review of an approval request that you asked for
•You have an approval request that will expire
•You have an approval request that is canceled and removed from your list
•You have an appointment coming up (TCE 5.1+). The exact number of days is determined on the appointment itself by clicking the Notification Status check-box and listing the desired number of days in the Reminder Alert field.
•You have a task that will be due (TCE 5.1+). The exact number of days is determined on the task itself by clicking the Notification Status check-box and listing the desired number of days in the Reminder Alert field.
If you are a Process Manager for any approval processes, you have additional email notification options to alert you when:
•An error occurs in a process
•A route or stop expires
•A request is rejected
Rules for what actions require approval are activated in the system by your administrator. For example, email notifications can be set for approval or rejection of invoice posting.
Note: For more details about approval processes, see Workflow Processes. Also, see Using Approval Process Email Notifications.
To receive email notifications, your default email address must be correct in your personal contact record (see Creating a Contact). This email address is also used when you trigger a message to be sent to other users. For example, when you assign other users to tasks, the default email address in your contact record is used as the From address of the message.
Note: If your system is set to a language other than default English, email notification text appears in your preferred language if you are the only recipient. When there are multiple recipients on an email, the email notification is sent in the selected system language.
The next time an event occurs for which you have requested email notifications, you will receive an email.
Email notification check-boxes are categorized by "All Assignments", "All Workflows", and by project under "All Workflows". Selecting one of the parent check-boxes will automatically select all of the check-boxes in that category. If active approval rules exist, they will appear under the appropriate project heading under the "All Workflows" check-box.
Email Notifications Screen
