OVERVIEW
In Orcanos, during signing of any item, it is important that signers in advance levels (Next Signer) need to be notified for items which are under signing and it is on their part to complete the process.
Alerts management empowers users to define alerts based on Filters that would be sent to individuals awaiting the signing of items assigned to them.
DEFINE YOUR ALERTS
In order to create an alert, follow these steps:
- Create a Filter, for example, Items awaiting my signature
- Select Alerts (Scheduled Emails) under Alerts (Scheduled Emails), Notifications and Task automation in Admin
- On the Alerts Management page, create an Alert with the notifier as User – (Next Signer)
- Press Save Button and Alert gets scheduled.
ALERT DETAILS FOR WORK ITEMS & DEFECTS
The alert email for Work items/Defect should include a table listing the following details of records:
- Key : Displays the Item key
- Item Name : Displays the Item Name
- Status : Displays the Item Status
ALERT DETAILS FOR DMS ITEMS
The alert email for DMS items should include a table listing the following details of records:
- Key : Displays the Item key
- Item Name : Displays the Item Name
- Rev : Displays the Item Revision such as A, B, C…
- Change# : Displays the Item Revision Change no. such as 1, 2, 3…
- Routing state : Displays the Item Routing State