Sending and Receiving Notifications


Concept


Steps:

  1. The Notify button picks up any available Notification Templates for that component. Notifications can be sent via worklist or by email.

     

    Click the Notify button.

    Step 1
  2. The Send Notification page enables you to notify the person who needs to take action on the notification.

    Step 2
  3. You can identify the priority level for the notification and the subject or description of the notification.

    Step 3
  4. You can include any comments in the Message field.

    Step 4
  5. The Template Text field is based on a predefined notification template and cannot be edited.

    Step 5
  6. 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 6
  7. Deliver 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 7
  8. You may receive workflow notifications through email or worklists. When you receive an email notification, it may include a link to the PeopleSoft system where you will perform the necessary work. Using worklists is discussed in more detail in the "Using Worklists" topic of this lesson.

    Step 8

In summary, workflow notifications are sent automatically as part of standard workflow routings, and can be sent from most PeopleSoft components as well. Notifications can be sent or received via email or worklist.

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