Sending and Receiving Notifications


Concept

In this topic, you will learn about sending and receiving notification via workflow.


Steps:

  1. We will navigate to an employee biographical details for this demonstration.

     

    Click the Main Menu button.

    Step 1

  2. Click the Workforce Administration menu.

    Step 2

  3. Click the Personal Information menu.

    Step 3

  4. Click the Biographical menu.

    Step 4

  5. Click the Modify a Person menu.

    Step 5

  6. We will use the Personal Data Search page to look up the employee record.

     

    Click in the Last Name field.

    Step 6

  7. Enter "MARTIN" into the Last Name field.

    Step 7

  8. Notice the Autocomplete function provides a list of available Last Names that match the text just keyed.

    Step 8

  9. Click the Search button.

    Step 9

  10. Now in the Modify a person component we can view the Biographical Details page.

    Step 10

  11. Click the Scroll bar to view the bottom of the page tab.

    Step 11

  12. Notifications can be sent to individuals from most of CONNECT pages. The Notify action button is located at the bottom of the page. The Notify button picks up any available Notification Templates for that component. Notifications can be sent via worklist or by email.

    This action will open a modal prompt.

     

    Click the Notify button.

    Step 12

  13. The Send Notification page enables you to notify the person who needs to take action on the notification.

    Step 13

  14. You can identify the priority level for the notification and the subject or description of the notification.

    Step 14

  15. The Template Text field is based on a predefined notification template and cannot be edited.

    Step 15

  16. You can include any comments in the Message field.

    Step 16

  17. Click the Lookup Recipient link to access the Lookup Address page. Enter the first few characters of a recipient's name and click Search to see a list of people that match your search.

    Step 17

  18. Delivery Options consist of check boxes that are populated, based on the delivery options defined in the recipient's user profile. The Worklist check box is unavailable with external email addresses.

    Step 18

  19. You may receive workflow notifications through email or worklists. When you receive an email notification, it may include a link to the CONNECT system where you will perform the necessary work.

    Step 19

  20. Click the Cancel button.

    Step 20

  21. Click the Home link.

    Step 21

You have completed reviewing the Sending and Receiving Notifications topic.

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