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Set Up Notifications

Notifications are automatically generated when certain actions are triggered. You can view and manage the method in which you receive your notifications when their associated events are triggered. For example, you can set up notification by email when someone responds to an action item.

Use the Notifications page in Account Settings to specify, or change the types of notifications you want to receive. You can also specify the method to receive notifications. All the method check boxes for each functional area are selected by default.

The following list describes examples of situations that trigger notifications for each functional area:

Action Items

A notification is sent out when a new action item is assigned to you and when one is due.

Change Request

A notification is sent when you are assigned to a change request.

Escalation

A notification is sent when a process fails or stalls and you are identified as the person to notify for escalations.

Issues

A notification is sent when you are assigned to an issue.

Processes

A notification is sent when a resource identifies you as the person to contact for a certain step in a process.

Projects

A notification is sent when a resource adds you or when a resource removes you from a project.

Reports and Jobs

A notification is sent when a report or job you initiated, scheduled, or assigned to is completed or failed.

Risks

A notification is sent when you are assigned to a risk.

Timesheets

A notification is sent when you receive a notification for a timesheet submitted. If you submitted a timesheet, you can receive a notification that it is overdue or it is returned.

Follow these steps:

  1. Open Home, and from Personal, click Account Settings.
  2. Click Notifications.
  3. Select the functional areas and methods to receive notifications.
  4. Save your changes.

More Information:

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