Notification Group Assignments for Work Code Workflows

Assigning personnel to a Notification Group can be accomplished using the Notification Group Assignment area, or via the person’s General Information tab.

IMPORTANT
Example: Suppose that Bob is associated with Notification Group A and Group B. This means Bob’s work code requests will trigger notifications to all of the approvers in Group A and Group B. To minimize unnecessary email notifications, set one notification group and assign a few people to start and then increase as needed.

Using the Notification Group Assignment area in the General section of the Setup area:

  1. Select a Notification Group, and go to the People pane.
  2. Select the people that can be approved by the selected Notification Group or Groups. To quick select all, click All.
  3. Click Save.
Parent topic: Setup General

Assigning Notification Groups Using Person General Information Tab

Using the person’s General Information tab:

  1. Go to People.
  2. Options are:
    • Select one person to edit one record
    • Select a group of people that can be approved by the same Notification Group
    • use the Edit Panel to filter using Limit By settings and quickly select all
  3. Click the down arrow next to any one of the selected personnel records to open the menu options.
  4. Click Edit in the menu box.
  5. Go to the Notification Group field to assign the applicable Notification Group or Groups.
  6. Click Save.