Action Items in the Notification Center

This topic provides action item configuration details for system administrators.

Action items are grouped into types, for example, activity reminders or timesheets due, with the number of items for each type indicated. Action items are not cleared from the Notification Center list and its corresponding count until the expected action is complete. Action items are:

• Activity reminders

  Activity reminders are reminders for upcoming calendar events. These events can be created from the Activities hub, from the Activities tab in many other hubs, or from the Calendar. Clicking the link in the activity reminders item displays the Reminders dialog box, where they can be viewed, delayed, or dismissed.

• Items going through an approval process

  These are items such as timesheets, expense reports, and accounts payable invoice approvals that have an approval workflow set up for them in Settings > Workflow > Approval Workflows in the desktop application.

  These items appear in the action item list because the employee is assigned to the current approval step. These approval workflow action items are not based on any notification alerts that the system administrator sets up in the Step Actions grid on the Workflow tab in Settings > Workflow > Approval Workflows. Any notifications set up in this way display in the Notification list in the Notification Center.

  Approval action items include:

  • Requests for price quotes
  • Purchase requisitions
  • Purchase orders
  • Purchase order - change orders
  • Purchase orders - releases
  • Item requests
  • AP invoice approvals
  • Absence requests
  • General ledger budgets
  • Expense reports
  • Timesheets
• Draft billing invoices that require approval

  Action items for draft billing invoices display in the action item list if the system administrator enables approvals for billing invoices on the Miscellaneous tab in Settings > Billing > General in the desktop application. An action item displays for the employee who is assigned to approve/reject a draft billing invoice (the employee is entered in the Employee to Approve/Reject field for an action item for invoice approvals in the Actions grid in Settings > Billing > Invoice Approval Process) in the desktop application.

• Timesheet due alerts

  Timesheet due alerts are sent if the Timesheet Due alert has been set up and activated by a system administrator in Settings > General > Company Alerts in the desktop application.

  Note that these alerts are not part of the alerts that the system administrator sets up for timesheet approvals in Settings > Workflow > Approval Workflows. Those alerts display as approval action items.