Use this form to set up the default text used in the email and dashboard alerts. See the Step Notification Defaults Overview for more information about default notifications.
Select the type of notification for which you want to set the default text. For more information, see Step Actions on the Workflow Steps tab of Workflow Type Configuration.
Approval — This notification is sent when the workflow status is changed to Approved.
Manager Escalation-After Step Due/Start Date — This notifies the assignee’s manager x days after step due date or step start date. A scheduled notification is sent to the assignee’s manager (defined in the EPM Security Administrator) x number of days before or after the step due date. Only the original assignee’s manager is notified. The delegate’s manager is not notified. The related step action occurs at step start.
Notification — This notifies an assignee when there are workflows that need an action on their part x number of days before the step due date.
Originator — When Step Starts / Ends — This notifies the originator when step starts or ends.
Past Due Step / Past Due Workflow — This is used to notify the assignee when the step becomes past due. A scheduled alert sends notice when today’s date is x number of days past the due date. The Past Due Step or Past Due Workflow step action must be added to each step or manually added in Scheduled Alerts with Area = <workflow type>.
Rejection — This notification is used when the workflow is rejected. Upon rejection, an email is sent to all CAMs who are assigned on that step, letting them know that someone rejected the workflow. If there is only one person on the step (like the PM) and the workflow rejection action for the step is:
Restart Prior — Change the notification to go to Originally Assigned. This is the person who was assigned to the step when the step started.
Assign To Originator — Change the notification to go to Created By. This is the person who created the workflow.
Reminder — A reminder notification is sent when the specified number of days after the step’s start date has passed, and every x number of days since the last reminder has past. The number of days is defined when you create the step action. The scheduled alert sends a notification if the parent workflow is not suspended or closed, the step stage is in-progress, and there is a remaining assignment.
Review — This notification is used when the workflow is sent back to the previous step or to the originator without rejecting the workflow. The originator can review the changes and start the workflow steps again. You can choose to Assign to Originator and send it back to the workflow creator or select Prior to send it back to the previous step.
Submit for Review — When the Submit for Review Notification is added as a step action, this notifies the next step assignee when a user clicks Submit for Review in the Modeling Session view.
Suspended — Select this to send notification when the workflow is suspended.
Use this to indicate if the default text for the selected alert type is for an e-mail or dashboard.
There are two notification types:
Emails - This is sent through SMTP or standard email. The security administrator is used to define the email address of each user. When you choose a field in the email dialog box, the contents of the field are displayed in the email when it is sent.
Dashboard alerts – This is one of the possible dash-part in PM Compass that provides an easy method for users to quickly see what is required by them. See Dashboards Overview for more information about dashboards.
Select this check box to indicate the default for the same check box on the Dashboard Configuration dialog box.
This group box allows you to view and edit workflow notification alert.
Use this to view the subject or summary title of the alert.
Use this button to display the Select Field dialog box where you can select fields to incorporate into the subject. For example, a workflow needing approval can contain the control account, the approval due date, and so on in the notification subject field.
Use this to view the body of the notification.
Option |
Description |
Insert Field |
Use this to display the Select Field dialog box where you can select fields to incorporate into the notification body. For example, a workflow needing approval can contain the control account, the approval due date, and so on in the notification body. |
Insert Link |
In addition to text in the notification, links can be added to the notification. When you receive a notification, you can click on the hyperlink in the email, PM Compass opens, and the workflow associated with the notification is displayed. Use this to insert a record link to the workflow at the focus point in the body or alert content. Insert a link into the notification to open the specific workflow needing approval. Inserting a link provides the benefit of making it easy for the user to be taken directly to where the action is required. |
Edit |
Use this to display the Text Editor dialog box where you can assign and format text. It also provides you with spell check and formatting options. |
Use this to clear the Subject and Body fields of all of their entries.