Appendix D: Notifications

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.

Notifications (Action Based)
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.

Notifications (Upcoming and Past Due)
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.