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Set User Preferences
On the User Preferences page, you can elect to receive email notification
of various Process events by entering your email address and indicating
the types of events for which you will be notified. If you receive email
notification of assigned work, tracker items, and milestones, the work
items appear in both your email and in the corresponding queuesyour
Inbox and tracker queues on the User Queues
tab, and on the Launched Workflows tab.
Also on the User Preferences page, you can specify the user who receives
your work when you are out of the office.
To set your preferences
- Click the Preferences tab on the
Process page.
- Set each option as appropriate. See the table below.
- When you have finished setting your options, click Apply
changes on the toolbar.
To restore the settings that existed when you opened the
Preferences tab, click Restore
previous settings.
To restore the default settings (clear all checkboxes
and fields), click Restore defaults.
General
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Email address
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Enter your email address. Messages will be sent to this address
notifying you of the events you select. Use the form: username@companyname.com
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Step Notification
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New assignment
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Receive email notification when a new work item enters your Inbox.
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Reminders
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Receive email notification when a reminder is activated for a work
item in your Inbox that has a deadline.
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Expired step deadline
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Receive email notification when the deadline for completing a work
item in your Inbox has expired.
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Originator Notification
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Milestone reached
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Receive email notification when a milestone is reached in a workflow
you launched.
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Tracker Notification
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New tracker assignment
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Receive email notification when a workflow is launched and you
are assigned as a tracker for that workflow.
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Workflow deadline reminders
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Receive email notification when a reminder is activated for a workflow
you are tracking that has a deadline.
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Workflow deadline expired
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Receive email notification when a deadline expires for a workflow
you are tracking and that workflow has not completed.
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Workflow exception
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Receive email notification when an exception has occurred in a
workflow you are tracking.
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Expired step deadline
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Receive email notification when a deadline for completing a work
item in a workflow you are tracking has expired.
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Milestone reached
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Receive email notification when a milestone is reached in a workflow
you are tracking.
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Out of Office
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Person to receive work
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Specify which user will receive your work while you are out of
the office.
If the assigned user is also out of the office, a message informs
you and verifies that you still wish to assign your work to that
person.
NOTE This
setting takes effect immediatelythe person designated in this
setting will receive your work until you clear this setting.
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TIP
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