Timesheet Line Item Charge Alert Configuration Form

Use the Timesheet Line Item Charge Alert Configuration form of Alerts to apply or remove an existing timesheet line item charge alert rule or to create a new rule.

For this alert to work, you must set the Timesheet Line Item Approval option to On or By Project in Configuration > Time and Expense > System Timesheet tab.

If your firm uses multiple companies, this alert only applies to the employees that are active in the company for which the alert is configured.

Location

To display the dialog box:

1. From the Vision Navigation menu, click Configuration > General > Company Alerts.
2. In the Folders field on the Company Alerts Configuration form, select Time.
3. In the grid, click Timesheet Line Item Charge and then click .

Contents

Field	Description
Employee Group Rules
Employee Groups	Select the employee group to which you want to apply the new rule, such as Administration or Engineering. Or, select [All Groups], which allows you to create global alert rules for all employee groups without having to create redundant rule settings for each group. Groups are created in Time & Expense Configuration.
Alert Rule Name	This field displays the names of existing alert rule(s); or, if you are creating a new alert rule, enter the name of the rule. You can change the name of an existing rule; however, all alert rule names must be unique.
Languages	This column displays if you use the Vision Multilingual module. Use this column to select the language for this alert. Only employees with the selected language receive the alert. However, if you leave this column blank, all employees receive this alert regardless of their designated language. For example, if you create an email alert for English US and English UK, then only the users that have English US or English UK in the Language field in the Employee Info Center receive that message. The system administrator must set up a separate alert rule for Spanish employees to receive a message in Spanish. The Language field displays <languages selected> if any languages are selected.
Delivery Options	You can select one or both of these options. Email Select this option if you want Vision to send the alert via email. In the email message, Vision provides a link to the Timesheet Line Item Approval form and displays all projects and items available for approval (not just the one that triggered the alert). If you select this option, complete the Email Options fields. Dashboard Select this option if you want Vision to send the alert via the Dashboard. In the alert, Vision provides a link to the Timesheet Line Item Approval form and displays all projects and items available for approval (not just the one that triggered the alert).
Recipient Options
Alert Principal in Charge	Select this option if you want Vision to send an alert to the person designated as Principal in Charge. This information is taken from the Principal in Charge field on the General tab in Project Info Center. For this information to be available, Principal in Charge must be selected from the Approver(s) for Timesheet Line Item Approval option. This option is available in Timesheet Line Item Configuration, on the Line Item Approval tab.
Alert Project Manager	Select this option if you want Vision to send an alert to the person designated as Project Manager. This information is taken from the Project Manager field on the General tab in Project Info Center. For this information to be available, Project Manager must be selected from the Approver(s) for Timesheet Line Item Approval option. This option is available in Timesheet Line Item Configuration, on the Line Item Approval tab.
Alert Supervisor	Select this option if you want Vision to send an alert to the person designated as Alert Supervisor. This information is taken from the Supervisor field on the General tab in Project Info Center. For this information to be available, Supervisor must be selected from the Approver(s) for Timesheet Line Item Approval option. This option is available in Timesheet Line Item Configuration, on the Line Item Approval tab.
Email Options	If you selected Email for the delivery option, these fields are activated.
Subject	Enter the subject text for the email.
Message	Enter the message text for the email. You can either enter text directly in this field or you can use the text editor, which provides formatting tools. If you want to specify the name of the employee in the text, you can enter [EMPL]; for example Alert for [EMPL]. Vision will replace [EMPL] with the name of the employee.