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:

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 Reminder on the shortcut menu.

Contents

Field	Description
Days Before Reminder Notification is Sent	Enter the number of days before an approval step is due to send a reminder alert to the appropriate employees if the step has not yet been approved (completed).
Notification Method	Select one or both of the following methods for sending the reminder alert: Email Dashboard
OK	Click this button to save the entries on this dialog box and add the reminder alert to the approval step. You are returned to the Workflow tab where you now see the reminder 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 reminder alert to the approval step.