Add Reminder Alert Dialog Box
Use this dialog box to have a reminder alert sent a certain number of days before the step is due if it has not yet been approved (completed).
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:
- From the Vision Navigation menu, click .
- On the Approvals Configuration form, open an existing approval workflow or create a new one.
- Open the Workflow tab and add an approval step for the workflow in the Approval Steps grid.
- On the toolbar of the Steps Actions grid, click Insert, and then click Reminder on the shortcut menu.