Configuring Email and Approval Rules - Honeywell DOC4000 - 7.3 - Help - Intergraph

DOC4000 Help

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Honeywell DOC4000
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PAS Version
7.3

DOC4000 allows you to configure how often email notifications are sent or resent. You can also specify what to do if no one takes action following the email notification. For example, you can send an email notification when an approval is needed for a case to transition to the next state. If the case is not approved or updated within a specified period of time, you can configure DOC4000 to send another email or to automatically transition the case to the next state.

The Set Email and approval rules link on the Workflows window in the Admin Utility allows you to configure the intervals when requests for approval emails are sent and whether the transition is executed automatically when no users interact.

To configure email and approval rules:

  1. In the Admin Utility, click the Workflows link.

  2. On the Workflows window, click the Set email and approval rules link in the Workflow Details area.

    admin-workflow-email

  3. On the Email and Approval Rules window, select a workflow definition from the list.

  4. In the Email and Approval Rules area, type the number of days when a follow up email will be sent to both the primary and secondary approvers if the transition is not executed after the initial email was sent.

  5. Type the number of days and select an option for what will happen after these days pass without executing the transition.

  6. For additional workflow definitions, repeat Steps 3-5.

  7. If you want to send notifications when approval is obtained, check the Other Email Notifications check box.

  8. Click Save.