Email notifications are designed in Primavera uDesigner and set up by the Primavera Unifier Administrator. To initiate this feature for yourself, you need to set up an option in your user preferences that specifies that you wish to receive these notifications. (See "Select email subscription options".) Once you make this specification, you will be notified whenever a business process to which you have been assigned is created, modified, or closed.
In addition, if you are creating or editing a business process that has been set up for email notifications, you can notify additional users or groups at your discretion.
You may be notified by e-mail when you have a new task, if you are late responding to an assigned task, if you have been requested to join a BP discussion group, you are an editor on the task (in which case, you receive notification each time a draft is created), or if you were the creator of the BP and someone has taken action on their task.
Depending on your company’s Primavera Unifier e-mail notification setup and your own user preferences, you may receive such e-mails one at a time as the task is generated, or you may receive one daily e-mail digest summarizing all of the day’s e-mail notifications (including non-BP related notifications).
Note: E-mail notifications can be configured in your user preferences. See "Select email subscription options".
If you receive an e-mail notification
You may receive BP-related e-mail notifications for the following:
| • | You have a new task. A task can be generated if you need to take action on a BP workflow step, or if you have been requested to be part of a BP discussion group. Click on the hyperlink at the bottom of the e-mail. When you click the link, you will be directed to the Primavera Unifier Login screen. Once you log in, Primavera Unifier will display the record, where you can complete the form and send it to the next step. |
| • | You are late responding to an assigned task. The actions you can take are similar to when you have a new task. |
| • | You are the owner or creator of the BP and someone has taken action on their task. This is a notification only and no action is required. |
| • | You are an Editor on a task (you receive notification each time a draft is created). |
| • | You are designated as an active proxy user, and the user you are acting for has received a task. |
| • | A BP workflow has been completed. This is a notification only and no action is required. |
| • | You have to take action during a BP workflow. |
Your company may require that non-workflow business processes be acknowledged when they are created, modified, or closed (terminated).
What the email looks like. Email notifications for non-workflow business processes include the fields from the business process that were chosen to appear on the email. The notification also includes a link you can click that will open the record for you to view.
When you click the hyperlink, you will be directed to the Primavera Unifier Login screen. Once you log in, Primavera Unifier will display the record, where you can complete the form and send it to the next step.
The email will display summary information, such as:
| • | What record was created |
| • | Which upper form fields have been modified |
| • | Comments that have been added to the BP or a line item |
| • | Line items that have been added, edited, or deleted |
| • | General comments that have been added to the record (excluding any hidden comments) |
| • | Attachments that have been added or removed |
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