Setting Up Email for Notifications

You can set an email to notify you of application activities when there's a change in task lists, approvals, and the Job Console.

Task Manager notifications are sent to users as a batch the day after the event that triggers the notification. See also "Enabling Notifications" in Administering Financial Consolidation and Close.

To set up and enable email notifications:

1. On the Home page, click Tools, and then User Preferences.
2. Click Notifications.
3. Optional: If you are an Administrator, you can select Use Administrator's Settings.
4. In Email Address, enter your email address.
5. Under Notifications, select the application updates for which you want to send notifications:
   • Task Lists
   • Approvals
   • Job Console
6. Enter the details for the Task Manager Notifications.
   1. Optional: Select Use Administrator's Settings to prevent any user customizations to the email notification settings. If this checkbox is selected, then all the user preference settings will get overwritten by the administrator’s settings, that is, the user will inherit the preferences set by the administrator.
   2. Select an Email Start Time and Email End Time.
   3. Under Notification Type, select the type of notification, and then expand the business process to select the option for who should receive the notification, for example, "You are the task approver and task approver is late."
   4. Under Notify Me, from the drop-down list, select the frequency with which the notification will be sent:
   • Immediately: If you set Notify Me to Immediately, the email notifications are sent immediately even when it is outside of the user's email start/end time.
   • Once a day
   • Every 2 hours
   • Every 3 hours
   • Every 4 hours
   • Every 6 hours
   • Mixed
   • Never: Select this option to deactivate a notification. Clear the Notifications check boxes, and under Notify Me, select Never.
   All settings in this tab are disabled if the Service Administrator has not allowed customization of user email notification preferences.

   

   A new user inherits the default email notification settings defined by the Service Administrator. This includes settings for late notifications, status change notifications, and due date reminder notifications. If the Service Administrator has allowed users to define their own email notification settings, any user can do one of the following:

   • Continue to use the default settings defined by the Service Administrator. Any updates that the Service Administrator subsequently makes to email notifications settings will be reflected in the user’s settings.
   • Customize one or more of their email notification settings. If no value is set for a particular preference, it will continue to use the default value set by the Service Administrator.

   Notifications are sent in these circumstances:

   • Late Notifications: A late notification is sent to users the day after the due date of the task.

   • Status Change Notifications: A notification that the task is ready to be worked on is sent when the task status changes.

   • Due Date Reminders: A reminder is sent to users a specified number of days before the due date of the task.

7. Click Save. You get a notification that the user preferences has been set.