Set Up Alerts for Plan Creation Modification or Deletion
Plan Creation, Modification, or Deletion alerts notify specified employees when a new plan is created, modified, or deleted, or when a Vision plan is converted to an iAccess for Vision plan.
To set up Plan Creation, Modification, or Deletion alerts:
- From the Vision Navigation menu, click .
- In the Folders field on the Alerts Configuration form, select Resource Planning.
- In the Alert field, select Plan Create Modification or Deletion.
- Select the Active option to enable the alert. If no rules exist for this alert, the Active option is disabled.
- Click Options to select an existing alert rule or to create a new rule. If a rule was already assigned to this alert, <options selected> displays in this field.
- To remove the option for this alert, delete <options selected>.
- Click Save.