Add Approved Alert Dialog Box

Use this dialog box to have a notification alert sent when a step is approved.

This alert is helpful so that each member of the group of employees who is assigned to the step or others know that a member of the group has approved the step.

After you complete the information on this dialog box and add the notification alert to an approval step, click the Email and/or Dashboard hyperlinks in the Edit Content field in the Step Actions grid to select the employees to send the alert to and create the specific message to include in the alert.

Location

To display the dialog box, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Workflow > Approval Workflows.
2. On the Approvals Configuration form, open an existing approval workflow or create a new one.
3. Open the Workflow tab and add an approval step for the workflow in the Approval Steps grid.
4. On the toolbar of the Steps Actions grid, click Insert, and then click Approval Notification on the shortcut menu.

Contents

Field	Description
Notification Method	Select one or both of the following methods for sending the approved notification alert: Email Dashboard
OK	Click this button to save the entries on this dialog box and add the notification alert to the approval step. You are returned to the Workflow tab where you now see the approved notification alerts (email, dashboard, or both) added to the end of the Step Actions grid.
Cancel	Click this button to return to the Workflow tab without adding the approved notification alert to the approval step.
Help	Click this button to open the help system.