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81.7 Notifications |
  
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81.7 Notifications |
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81.7.1 Workflow uses "My Notifications Latitude View" to tell staff what actions they have been assigned. See "How do I handle Reminders and Notifications".
81.7.2 Workflow Notification
This screen displays workflow items that match the following criteria:
All actions assigned to the user (who is currently logged in) that are pending or have been accepted and started
All actions that have been declined by other staff where the user (who is currently logged in) is the responsible person of the step the action belongs to
Note, estimated dates DO NOT cause workflow items to appear in the notification screen. Workflow items are only triggered by the previous step or action being completed irrespective of whether their estimated date is past or not.
Description field - right-click mouse button to see menu. Menu options are:
Accept - Sets the action status to "Started" and executes the function linked to the action (usually opening a screen). When an action is assigned to a group, only one member of the group can accept it. This works in a "first-come first served" basis. When a member accepts an action, Latitude stops notifying any other members of the group.
Decline - Prompts a box to enter the reason and sets the action status to "Declined" and then notifies the step's responsible person. When an action is assigned to a group, the notification only notifies the step's responsible person after all members of the group have declined the action. The responsible person can see all the members reasons for declining an action in the action screen.
Open Action - Opens the workflow screen focused on the action.
Complete - Prompts whether to "complete" the action or not. If "Yes" is clicked, it sets the action status to "Success" without executing the function linked to the action (usually opening a screen) and moves the workflow pointer to the next step or action.
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