Schedule a Notify to Approve Progress Alert

Notifications (an email or dashboard alert) let the approver know that there is something they need to do. After you schedule the creation of Progress entries, you need to schedule the alert that sends out the approval notification. After a user enters and submits progress, the Notify to Approve Progress alert sends the approver a notification that progress has been submitted that they need to approve.

To schedule a Notify to Approve Progress alert:

1. On the Navigation menu, click Administration » Alerts » Scheduled Alerts.

2. In the Area type drop-down list, select Assignment.

3. In the Alerts grid, select the Notify to Approve Progress alert.

4. Click the   Schedule button on the Alerts grid toolbar to display the Schedule dialog box to set the schedule for the alert.

5. On the Main tab:

   1. In the Process Queue field, select the process queue.

   2. In the Start After field, select the date and time.

      It is helpful to schedule the alert to run early in the morning, for example, 2:00am. This ensures that notifications are created at the start of the workday and system resources are used when users are not on the system.

6. On the Recurrence tab:

   1. Select Recurring Activity.

   2. In the Recurrence Type field, select Daily.

      Since the alert checks to see if today is the day notifications need to be sent, Deltek recommends scheduling the alert to reoccur every day. You do this on the Recurrence tab of the Schedule dialog box.

7. Click OK to close the Schedule alert dialog box.

8. Click Save on the Scheduled Alerts toolbar.

What do you want to do?

Create Progress Entries

Configure Progress

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