Performance Document Task Alert Notifications
You can set up performance documents to alert workers and managers before a task is due. In the performance template, you can set up one-time, or repeat notifications, for standard and critical alerts.
Use the Manage Performance Templates task in the Setup and Maintenance work area. Go to .
If you set up the standard and critical alerts, notifications are sent for all performance documents created from the template. The notifications are sent when the task is available to begin. For example, the task must be the first in a created performance document, or the previous task must be completed.
Standard and Critical Alert Days
Enter the number of days before a performance document task is due to send standard or critical alerts to remind workers and managers of the deadline. The notification is sent once for each alert. You enter the number of days before the due date on the Process tab of the performance template. Enter the due date for each task on the Document Periods tab of the performance template.
You can enter either, or both, standard and critical alert days. The number of standard alert days must greater than the number of the critical alert days as standard alerts are sent before critical alerts.
If you edit the task due dates for performance documents for specific workers using the Change Due Dates administrative task, the settings in the template aren't affected. The notifications are sent the specified number of days before the task due date.
Repeat Standard and Critical Alerts
In the performance template, you can also select the options to send repeat standard and critical alerts until the task is completed. Select the Repeat Standard Alert Until Task Completes and Repeat Critical Alert Until Task Completes options that appear on the Process tab of the performance template.
To send notifications for a task deadline, you must run an Oracle Enterprise Scheduler Service process. To launch this process, use the button in the search results table. Use the Send Performance Document Alert Notifications job to send the notifications, and set the schedule as appropriate for your business processes. It is recommended that you set the process to send notifications daily. If you select the options to send both standard and critical alerts, workers and managers receive notifications according to the following schedule:
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Standard notifications are sent according to the process job schedule, such as daily, or weekly, starting from the specified standard alert days before the task is due.
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Critical alerts are sent starting from the specified critical alert days, adhering to the process job schedule until the task is completed.
For example, assume that you set the standard alert to be sent 14 days before a task is due, and the critical alert to be sent 7 days before the task due date. In addition, you set the process schedule to send notifications daily. If you enable the repeat alerts for both the standard and critical alerts, the standard alert is sent every day between 14 and 7 days before the task due date. Then, the critical alert is sent daily for the 7 days before the task due date and continues to until the task is completed. If you set only one or the other of the standard or critical alert days to repeat, the notifications are sent starting from the number of the days before the task is due until the task is completed, according to the process job schedule.
The notifications cease when the task is completed for the respective role or the performance document is completed. For example, when the worker submits a completed a task, the worker no longer receives notifications. However, for tasks that aren't completed, you must turn off the notifications to prevent them from continuing even after the task is due. To turn off the notifications, you must either:
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Deselect the options in the performance template and save the template.
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Turn off the Enterprise Scheduler Service process.