Process Management Alerting

  To set up process management e-mail alerts:

1. For the scenario in the process unit, set the Enable Process Management metadata attribute to “A” to allow alerts.

2. Assign the user to the Receive E-mail Alerts for Process Management role.

   Note:

   For information on assigning users to roles, see the Oracle Hyperion Enterprise Performance Management System User and Role Security Guide.

3. Assign the user to Process Management notifiable roles as defined in Table 5, Process Management User Roles and Alert Notification   .

4. Assign the user ALL or PROMOTE access to the security classes assigned to the scenario and entity in the process unit and add an alert for each security class.

   Users who meet all criteria receive e-mail alerts.

   Table 5. Process Management User Roles and Alert Notification  

   Process Unit Level Before or After Action	Process Management User Roles Notified
   First Pass	Users with ALL or PROMOTE access to the entity are notified.
   Review Level 1	Reviewer 1 and Submitter roles are notified.
   Review Level 2	Reviewer 2 and Submitter roles are notified.
   Review Level 3	Reviewer 3 and Submitter roles are notified.
   Review Level 4	Reviewer 4 and Submitter roles are notified.
   Review Level 5	Reviewer 5 and Submitter roles are notified.
   Review Level 6	Reviewer 6 and Submitter roles are notified.
   Review Level 7	Reviewer 7 and Submitter roles are notified.
   Review Level 8	Reviewer 8 and Submitter roles are notified.
   Review Level 9	Reviewer 9 and Submitter roles are notified.
   Review Level 10	Reviewer 10 and Submitter roles are notified.
   Submitted	Review Supervisor role is notified. Only users with this role can approve the submitted process unit.
   Approved	Reviewer 1 to Reviewer 10 and Submitter roles are notified.
   Published	Users with ALL, READ, or PROMOTE access to the entity are notified.

   Note:

   E-mail alerts are not generated when the process unit is at the Not Started level or for the Sign Off action.