Notify Assignee's Supervisor Dialog Box

Use this dialog box to have a notification alert sent to the supervisors of the employees who are assigned to an approval step.

You set up the alert to be sent either a certain number of days after the step is due or after the step has been started. These alerts are usually sent to inform supervisors that their employee is late in responding to the step.

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.

Parent Topic: Fields and Options

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 Supervisor Escalation on the shortcut menu.

Contents

Field Description
Days After Step Due Date Select this option to send a notification alert to the supervisors of the employees who are assigned to the approval step after the step's due date. Enter the number of days after the step's due date to send the alert.
Days After Step Start Date Select this option to send a notification alert to the supervisors of the employees who are assigned to the approval step after the step's start date. Enter the number of days after the step's start date to send the alert.
Notification Method Select one or both of the following methods for sending the 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 notification alerts (email, dashboard, or both) added to the Step Actions grid.
Cancel Click this button to return to the Workflow tab without adding the notification alert to the approval step.