PM Compass creates user-initiated and scheduled alerts when a workflow uses a step action.
The following processes start when you start the workflow on an action:
Setting of the step number to 1.
Creation of the assignment records.
Setting of the step start date.
Setting of the workflow status to Active.
Setting of the reminder date to the current date.
Some user initiated alerts include rejection notifications, notifications when a step ends, and notifications that a step has begun.
PM Compass sends both an email and displays user initiated alerts on the dashboard.
Scheduled Alerts do not occur when you start a workflow. They occur on a scheduled interval based on fields such as the reminder date which the system compares with the current date.
You can view these read-only alerts by selecting Action Workflow as the area on the Scheduled Alerts form.
You cannot edit these alerts, but you can copy and customize them.
Some scheduled alerts include past due notifications, reminder notifications, and manager escalation notifications. Alerts in user and scheduled alerts are alerts that you can set, aside from workflow alerts