Notifications can be set up by the administrator for notifications based on actions and both upcoming and past due tasks. Notifications enable preparers and approvers (or users within the Preparer Group and Approver Group) to be informed so they know if they need to take action on a task.
The table below describes the notifications based on actions.
| Action | Recipient | Additional Comments |
|---|---|---|
| Recalled | Preparer | If Preparer is Unassigned, the notification is sent to all users in the Preparer Group. If there is no Preparer Group assigned, no one receives a notification. |
| Rejected | Preparer | If Preparer is Unassigned, the notification is sent to all users in the Preparer Group. If there is no Preparer Group assigned, no one receives a notification. |
| Prepared | Approver 1 | If Approver 1 is Unassigned, the notification is sent to all users in the Approver Group. If there is no Approver Group assigned, no one receives a notification. |
| Approved | Send to the next Approver | For example, if Approver 1 approves the task, then Approver 2 receives a notification. If any Approver role is Unassigned, the notification is sent to all users in the Approver Group. If there is no Approver Group assigned, no one receives a notification. |
| Unapproved | Send to the previous Approver | For example, if Approver 2 unapproved the task, then Approver 1 receives a notification. If any Approver role is Unassigned, the notification is sent to all users in the Approver Group. If there is no Approver Group assigned, no one receives a notification. |
The table below describes notifications for both upcoming and past due tasks.
| Timing | Recipient | Additional Comments |
|---|---|---|
| Upcoming Due | Preparer | If Preparer is Unassigned, the notification is sent to all users in the Preparer Group. If there is no Preparer Group assigned, no one receives a notification. |
| Past Due | Preparer and Approvers 1–4 |
If Preparer is Unassigned, the notification is sent to all users in the Preparer Group. If there is no Preparer Group assigned, no one receives a notification. If any of the Approver 1–4 roles is Unassigned, the Approver Group is notified in addition to any other primary approvers assigned to the task. For example, if a task has three approval levels and Approver 1 and Approver 2 are Unassigned, but Approver 3 has an assigned user, the Approver Group and Approver 3 receive a notification. If there is no Approver Group assigned, no one receives a notification. |
