Add Review Alert Dialog Box

Use this dialog box to have a notification alert sent when an approver of a step makes a change to the item to be approved.

This applies if the approval step has been set up to allow editing as well as approving (you selected In Review in the Workflow State field in the Approval Steps grid).

After you complete the information on this dialog box and add the review alert to the 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 be sent 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 Review Notification on the shortcut menu.

Contents

Field	Description
Notification Method	Select one or both of the following methods for sending the review 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 review 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 review notification alert to the approval step.
Help	Click this button to open the help system.