1. Administering Account Reconciliation
  2. Performing Common Actions in Account Reconciliation Cloud
  3. Using Alerts to Resolve Roadblocks
  4. Creating Alert Types
  5. Selecting the Alert Type Workflow

Selecting the Alert Type Workflow

The Workflow section contains the Assignee (corresponds to Preparer) and Approver (corresponds to Reviewer) assignments for alerts created from the selected alert type.

You can also select Backup users. In order for the Backup to take over from the primary user, the primary user's status must be set to Unavailable. This section describes how an administrator sets the alert type workflow.

Selecting the Workflow

To select the Alert Type workflow:

  1. On the Home page, click Application, then click Configuration , and then click the Alert Types tab on the left.
  2. From the New or Edit alert types dialog, click the Workflow tab.
    1. For Assignee, click the Member Selector and select an assignee. The assignee is the individual or team assigned to work on the alert when one is created of this type. If you do not specify an assignee, the user who creates the alert will need to fill one in.
    2. Optional: For Backup User, select a backup user for the assignee.

      From the Alert Types Workflow tab, you can select a backup user.The Backup User is the backup individual assigned to work on the alert if the main assignee is out of office. You must have previously assigned an assignee and a backup assignee.

      If an assignee or approver is set to a team ID, then the Backup User field will be disabled.

    3. Click Add (+) to add an Approver, and enter this information for the Approver:

      • Level

      • User Name

      • Backup User - you can specify a default backup Approver user for the alert if the main Approver is out of the office. This is not required.

        You can add one or more levels of default Approver users or teams for the alert when one is created of this type. These are not required. If you do not specify Approvers, the user who creates the alert has the option to add them.

  3. Click an Alert Type tab and continue entering information. When you are done entering the Alert Type information, click Save and Close.