AX1654

Notification properties for plan file processes

The following properties can be set for each notification defined in a plan file process.

Notification Configuration tab

This tab defines general properties for the notification.

Item	Description
Display Name	Optional. The name of the notification. This name is for use when configuring notifications for the process; it is not displayed anywhere in the actual notification to users. If left blank, the notification type is used as the display name (such as "Step Activated"). If you have more than one of a particular notification type, you should define a unique display name for each to avoid confusion.
Notification Delivery	Specifies how the notification will be delivered to recipients. By default, the option Use current process setting is enabled, which means that the notification will be delivered according to the process-level delivery settings on the Notifications tab. If you want to override the process-level settings for this particular notification, then select Use notification-specific setting instead. If Use notification-specific setting is enabled, then select one of the following: Notification task pane: Display the notification in the recipient's Notifications task pane. Email notification (default): Send the notification by email, using the recipient's email address as defined in Axiom Security. Both notifications: Send the notification by email and display it in the Notifications task pane.
Notification Urgency	Specifies the urgency of the notification. Select one of the following: Normal Importance: The notification will not be called out as having any particular importance. High Importance: The notification will be flagged as important. In the Notifications task pane, the notification will display with an exclamation point. For email notifications, the display depends on the recipient's email client configuration.
Default Enablement	Specifies whether the notification will be enabled by default in newly added process steps that are eligible to inherit the notification. Select one of the following: Enabled by default (default): The notification will be enabled by default in newly added process steps. Disabled by default: The notification will be disabled by default in newly added process steps. This setting is only present when defining default notifications for the process. It does not display for step-specific custom notifications. This setting does not impact whether a notification will be enabled in existing steps. When you create a new default notification, you will be prompted to choose whether you want the new notification enabled in existing steps.
Notification Recipients	The recipients of the notification. If recipients have already been selected, they will display in the Notification Recipients box. To add recipients, click Add Recipient and then click the type of recipient to add. To delete a recipient, select the recipient in the Notification Recipients box and then click Delete.

Notification Message tab

This tab defines the message for the notification. All message sections for the notification must have some content in order to be valid. For more information, see Customizing notification content for plan file processes.

Item	Description
Notification Subject	Defines the subject line for the notification.
General Text	Defines the generic message body for the notifications. This text displays at the start of the notification, before any plan file-specific task details.
Plan File Specific Text	Defines task-specific text for the current plan file. This text will be repeated in the notification for each plan file covered by the notification. For example, when a plan file process is started and the first step is made active, one user may be the assigned owner for 5 different plan files. That user would receive one notification with the subject line and general text, followed by 5 different "blocks" of plan file-specific text for the 5 plan files.

Item

Description

Notification Subject

Defines the subject line for the notification.

General Text

Defines the generic message body for the notifications. This text displays at the start of the notification, before any plan file-specific task details.

Plan File Specific Text

Defines task-specific text for the current plan file.

This text will be repeated in the notification for each plan file covered by the notification. For example, when a plan file process is started and the first step is made active, one user may be the assigned owner for 5 different plan files. That user would receive one notification with the subject line and general text, followed by 5 different "blocks" of plan file-specific text for the 5 plan files.

Reminder Configuration tab

This tab defines the reminder schedule for the "reminder" notifications. This tab only applies to the following notification types: Due Date Reminder and Overdue Reminder. For more information, see Setting up schedules for reminder notifications (plan file processes).

Item	Description
Reminder Schedule	Specifies when reminder notifications will start, and how long they will continue. To specify when reminder notifications will start (the start date): For due date reminders, enter the number of days before the due date that you want reminders to start. By default, reminders start 1 day before the step is due. For overdue reminders, enter the number of days after the due date that you want reminders to start. By default, reminders start 1 day after the step is due. To specify how long reminder notifications will continue (the stop date), select one of the following: Until due date / No end date (default): For Due Date Reminders, notifications will continue until the due date is reached. For Overdue Reminders, notifications will continue until the step is completed. Until __ day(s) before / after process step is due: Notifications will continue until the specified number of days before the step is due (for Due Date Reminders) or after the step is due (for Overdue Reminders). By default this is set to 1 day. Single notification only: The notification will only be sent once, on the specified start date.
Reminder Frequency	Specifies the frequency of reminder notifications between the start date and the stop date. Select one of the following: Every X days: A reminder notification will be sent according to the specified day interval. By default this is set to send a notification every 1 day, meaning a notification will be sent each day. All days of the week are included when choosing this option, including Saturday and Sunday. Every weekday: A reminder notification will be sent each weekday (Monday-Friday). No notifications will be sent Saturday or Sunday. This option does not apply if the notification is set to Single notification only.
Reminder Time	Specifies the time of day when reminders will be evaluated and delivered. Select any hour from 12:00AM to 11:00PM. By default, this is set to 5:00 PM.

Item

Description

Reminder Schedule

Specifies when reminder notifications will start, and how long they will continue.

To specify when reminder notifications will start (the start date):

For due date reminders, enter the number of days before the due date that you want reminders to start. By default, reminders start 1 day before the step is due.
For overdue reminders, enter the number of days after the due date that you want reminders to start. By default, reminders start 1 day after the step is due.

To specify how long reminder notifications will continue (the stop date), select one of the following:

Until due date / No end date (default): For Due Date Reminders, notifications will continue until the due date is reached. For Overdue Reminders, notifications will continue until the step is completed.
Until __ day(s) before / after process step is due: Notifications will continue until the specified number of days before the step is due (for Due Date Reminders) or after the step is due (for Overdue Reminders). By default this is set to 1 day.
Single notification only: The notification will only be sent once, on the specified start date.

Reminder Frequency

Specifies the frequency of reminder notifications between the start date and the stop date. Select one of the following:

Every X days: A reminder notification will be sent according to the specified day interval. By default this is set to send a notification every 1 day, meaning a notification will be sent each day. All days of the week are included when choosing this option, including Saturday and Sunday.
Every weekday: A reminder notification will be sent each weekday (Monday-Friday). No notifications will be sent Saturday or Sunday.

This option does not apply if the notification is set to Single notification only.

Reminder Time

Specifies the time of day when reminders will be evaluated and delivered. Select any hour from 12:00AM to 11:00PM. By default, this is set to 5:00 PM.