AX1610

Configuring notifications for a plan file process

Plan file processes can send several different types of notifications, all of which can be configured at the process level and at the step level. These notifications are used to inform or remind users about plan file tasks they need to perform, or to inform other interested parties about the current step status.

When setting up notifications for a process, you can determine:

• The types of notifications that are sent for the process and for each step
• The recipients of each notification
• The content of each notification
• The delivery method of each notification (email, Notifications task pane, or both)
• Whether notifications are sent at all, for the entire process or per step
• The frequency and timing of reminder notifications

When defining notifications for a plan file process, you can define default notifications at the process level. These process-level notifications are inherited by the individual steps in the process. At the step level, you can choose to enable or disable the inherited notifications as needed, and you can define custom notifications to be used for that step only.

NOTE: The information in this section does not apply to administrative notifications for a process, which are system-managed notifications intended to inform the process owner about the general operation of the process and any errors encountered. For more information about process ownership and administrative notifications, see Designating the plan file process owner.