Page 55 - Administering the System Participant Guide (SDL)

P. 55

LESSON 11: ENABLING CUSTOM NOTIFICATIONS
AND REMINDERS

Learning Objectives

Review the differences between notifications and reminders and identify which to
enable to improve operational efficiency
• Identify the purpose of available Notifications
• Identify critical reminders to enable efficient people management

Introduction
Unanet can send out email messages for a variety of purposes. Many of these
messages (but not all) can have their subject and body customized to specific needs via
"email templates". Maintenance of the several types of email templates has been sub-
divided into the following three categories: Messages, Notifications, and Reminders.
Email Notifications are triggered by system events such as a user submitting their
timesheet or scheduled Project Alerts. Notifications must be marked as active for
notifications to be sent. Email Reminders can be either manually invoked or scheduled
to be sent at certain times to remind users to perform specific Unanet tasks.

Unanet recommends including your Unanet portal URL in the message body
of notifications and reminders to encourage users to take immediate action.

Notifications and Reminders in Unanet
While Notifications are triggered after a specific system action has occurred, Reminders
are scheduled to occur on a preset frequency. By default, all available notifications are
enabled, but can be disabled by the Administrator. Reminders must be created to
trigger an email to users who have not performed a required action by a specified time.

Enabling Email Notifications
The Admin > Setup > Email Notifications screen can be used to enable or disable
specific system email notifications as well as customize the content of each. You cannot
currently add additional Notifications to the system. While there are many notifications
to choose from, there are a few that Unanet recommends to increase the efficiency of
your business processes.

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