Email Alerts for Process Control

You can set up the Process Control module to trigger email alerts based on a change of status in process control. For example, you can send an email alert that a process unit is ready for the next level of promotion. You can generate alerts for these actions: First Pass, Review Levels 1 through 10, Submitted, Approved, and Published. You cannot generate alerts when the process unit is at the Not Started level or for the Sign Off action.

To use email alerts for Process Control, the administrator must enable a Process Management metadata setting for the process unit scenario. For information on alerts, see Using Email Alerts.

When a process review action is performed in the Process Control module or a data grid, the system automatically generates email alerts to the appropriate users for the action, according to the review level assignments. The system sends alerts to the users at the level before the process control action and to the users at the current level after the action. When the alert is generated, the user who performed the action receives a confirmation email that contains the action performed, the process units affected as part of the action, the names of users receiving the email alerts for each process unit, and any comments entered about the action.