Sending Follow Up Notifications (Reminders)

A reminder notification can be sent if the notification event is still true after a period of time. For example, a reminder can be sent if a step is still eligible after a number of days. A reminder cannot be sent if the notification event is set to All.

Note: If you have installed and enabled the Mobility Access add-on, you can configure notifications for decision steps to be acted on by PPM Center users from their email inboxes. For details, see PPM Mobility Access.

To send follow-up notifications:

  1. In the Workflow Step window, click the Notifications tab.

    See Configuring Notifications for Workflow Steps .

  2. Click New.

    The Add Notification for Step window opens to the Setup tab.

  3. In the Options section, configure the fields (all required) described in the following table.

    Field Name

    Description

    Event

    List of events.

    Select any value except for All.

    Options are:

    • Eligible

    • Specific Result

    • Specific Error

    Interval

    Determines when the notification is to be sent.

    Options are:

    • 8:00 AM Daily M-F

    • Hourly M-F

    • Immediate

    Send Reminder?

    This option is enabled (and required) after you select an item (other than (All) from the Event list. To enable the Reminder Days field, select Yes.

    Reminder Days

    This field is enabled (and required) after you set Send Reminder? to Yes. Type the number of days to wait before sending a reminder notification.

  4. Click OK.

  5. In the Workflow Step window, click OK.