Add Past Due Alert Dialog Box

Use this dialog box to have a notification alert sent when an approval step is not approved by its due date or when the approval workflow is not completed by its due date.

After you complete the information on this dialog box and add the past due 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 Past Due Notification on the shortcut menu.

Contents

Field	Description
Notify When	Select one of the following options to determine whether to have the past due alert sent when the approval workflow is past due or when the approval step is past due: The Approval Workflow Becomes Past Due The Assignment Becomes Past Due
Notification Method	Select one or both of the following methods for sending the past due notification alert: Email Dashboard
OK	Click this button to save the entries on this dialog box and add the alert to the approval step. You are returned to the Workflow tab where you now see the past due 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 past due notification alert to the approval step.