Create or Edit System Notification

To learn what notifications are and what they are used for, refer to What You Can Do with Notifications.

Note: You must have permission to create system notifications. If you think you are supposed to be able to create system notifications, but you do not see the System Notifications folder, contact your portal administrator.

To create or edit a system notification:

  1. If the System Notification Editor is not already open, open it:

    1. On the Notifications tab, expand the Systems Notifications folder as necessary, and open the desired folder.

    2. Open the System Notification Editor in one of the following ways:

  2. To select the rule you want to trigger this notification, click Rule. For more information, refer to Select Rule. The Subject and Message are populated by the selected rule.

  3. Public notifications can be viewed by the recipients' managers. If you do not want anyone other than yourself and the recipients to be able to see this notification, select Make Notification Private.

  4. In the Priority drop-down list, select the importance of this notification (high, normal, or low).

  5. In the To box, specify the users or notification lists to whom you want to send this notification:

  6. The text in the Subject box cannot be changed; it is populated by the rule you selected.

  7. The text in the Message box cannot be changed; it is populated by the rule you selected.

  8. In the tasks section, specify the tasks associated with this notification:

  9. To include an attachment (for example, a flyer) with the notification, click Documents. For more information, refer to Select Documents.

  10. To associate approved tips with this notification, click Tips. For more information, refer to Select Tips.

  11. Select the categories to associate with this notification. Users can filter by category, so make sure the categories you select are relevant.

  12. If necessary, click Folder, to select a different folder in which to store this notification.

  13. When you are done, click Finish.

  14. Make sure that the rule associated with this notification is enabled. (All new rules are created as disabled, so that the BAM system (Business Activity Monitoring system) is not wasting resources monitoring for rules that are not being used.) Open the appropriate rules folder, select the rule, and click Enable.