Configuring Email Alerts for Upcoming Milestones and Missed Milestones

To setup the milestone Email alerts, you need to create a job and Email profile as described:

You can configure email alerts for approaching milestone completion dates.

1. Create a new job as Workflow Process Batch Manager under Jobs.

2. You can configure the job details like “Repeat Interval”, “Scheduled Start”, “Repeat Unit”, and other details.

3. Add under the Job Parameters, select Name as Workflow Process Name and enter value as LS Clinical Milestone Activity Alert Email.

4. Add a Job Parameter Search Specification and set it to: ([Actual Date] IS NULL AND [Category] = "Milestone" AND ([Due Approach] = "Y" OR [Due Crossed] = "Y")).

   This condition will pick the Milestones that are either approaching the due date or past the due date.

5. Add an email profile name as Milestone Activity Alert Email Profile.

6. Set appropriate profile parameters for your environment. For more information on setting up an Email Profile, refer to, Email Administration Guide in Siebel Bookshelf.