User Notification

All outstanding Tasks appear to all authorized users in their To-Do List (part of the Dashboard).

Notification are intended in addition to Dashboard

Syntax:

Notify [user type] for [object] on [Event] [When], Cancel on [Event] , Repeat after [..] N times, using Template [Template]

Notification Rules

Notify

User

User Group

Actor /Role

Assigned User(s)

For

Process

Task/Event

Case Status

On

Start

Completion

Unassigned Work

Error

When

Immediately

Delay by “Minutes Hours Days [Years]”

for example: 0 0 15  would delay the notification by 15 days

Cancel Notification on

Task/Process is Completed

is Assigned

Template Name of template to use
Repeat after Repeat notification (email) after N time delay
Repeat count Number of times the notification will repeat, 0 indicates it will not stop.

notification grid

First Rule:

Notify Administrator(s) of any ‘Error’ on the Process without delay.

Second Rule:

Notify Manager(s) of Start of ‘Approve Claim’ Task, but cancel that notification If the task is Completed.

5th Rule:

Notify the Claimant of start of ‘Submit Claim’ 10 days after start, if not already completed, using the template ‘UnfinishedClaim’, this is to remind Employees that they started a claim but never submitted it.

General Notification Rules (System Wide)

Delay all notifications by [15 ] minutes

[ ]If user  acknowledge notifications in Dashboard (Mark as Read), don’t issue an email

[ ] Send an email when Notification is Cancelled

Group notifications [Yes/No/Let users choose]

 

 

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