Wiki source code of 4.8.4 Approval Reassignment
Last modified by Admin User on 2023/06/30 10:26
Show last authors
author | version | line-number | content |
---|---|---|---|
1 | {{box cssClass="floatinginfobox"}} | ||
2 | {{toc/}} | ||
3 | {{/box}} | ||
4 | |||
5 | When an approval task is reassigned by a system administrator an eMail message and audit trail message is automatically generated. This section allows you to format the message that: gets sent to the original approver, gets sent to the new approver and appears in the audit trail.** ** | ||
6 | |||
7 | = Original Approver = | ||
8 | |||
9 | Upon successful reassignment of an approval object, an email is automatically sent to the **original** approver to advise them of the action. The message configuration for this eMail will contain a Subject Text and a Body Text. Keywords are allowed. | ||
10 | To enter or edit this message follow these steps: | ||
11 | |||
12 | 1. In the Organisation Maintenance page click the** Notification** button. | ||
13 | 1. Select the **Approval Reassignment **tab. | ||
14 | 1. Under the heading **Original Approver**, enter the subject text and message text that you would like to appear in the eMails sent to users. Note that these eMails should be generic in nature. | ||
15 | 1. Click **Save**. | ||
16 | |||
17 | = New Approver = | ||
18 | |||
19 | Upon successful reassignment of an approval object, an email is automatically sent to the **new** approver to advise them of the action. The message configuration for this eMail will contain a Subject Text and a Body Text. Keywords are allowed. | ||
20 | To enter or edit this message follow these steps: | ||
21 | |||
22 | 1. In the Organisation Maintenance page click the** Notification** button. | ||
23 | 1. Select the **Approval Reassignment **tab. | ||
24 | 1. Under the heading **New Approver**, enter the subject text and message text that you would like to appear in the eMails sent to users. Note that these eMails should be generic in nature. | ||
25 | 1. Click **Save**. | ||
26 | [[image:PECOS Admin.WebHome@Fig 4.23 - Notification messages approval reassignment.png||height="90%" width="90%"]] | ||
27 | |||
28 | = Audit Trail = | ||
29 | |||
30 | An audit trail message to appear in the document’s audit trail must be configured. Keywords are allowed. | ||
31 | To enter or edit this message follow these steps: | ||
32 | |||
33 | 1. In the Organisation Maintenance page click the** Notification** button. | ||
34 | 1. Select the **Approval Reassignment **tab. | ||
35 | 1. Under the heading **Audit Trail Message**, enter the text that you would like to appear in the audit trail each time an approval reassignment is undertaken. | ||
36 | 1. Click **Save**. |