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:

1. From the Vision Navigation menu, click Configuration > General > System Alerts.
2. In the Folders field on the Alerts Configuration form, select Resource Planning.
3. In the Alert field, select Plan Create Modification or Deletion.
4. Select the Active option to enable the alert. If no rules exist for this alert, the Active option is disabled.
5. 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.
6. To remove the option for this alert, delete <options selected>.
7. Click Save.