Status Change Notification Preferences

The My Status Change Preferences page allows you to specify how you want to be notified when certain statuses change for resources and sub-resources to which you have access. The fields that appear in the My Status Change Preferences page depend on the type of resource and the status types associated with it. From this page you can add a new preference, edit an existing preference, and delete notifications.

For numeric and NEDOCS Calculation statuses, you can specify Above and Below. They are primarily used for setting notification thresholds. For example, a user can choose to be notified only when an ED's NEDOCS Calculation exceeds a certain number. When looking for sub-resources, if you want to narrow your search results you can enter both the sub-resource name and the parent resource name.

For details on automated alerts and notifications, refer to Types of Notifications.

To add, edit, or delete a preference

1. In the main menu, click Preferences then Status Change Prefs. The My Status Change Preferences page opens.

2. Perform one of the actions below:

   Add a preference

   1. Click Add. The Find Resources page opens.

   2. Enter or select search criteria then click Search.

   3. Select the checkbox for each resource and sub-resource you want to update.

   4. Click Notifications. The Edit My Status Change Preferences page opens.

      If you selected more than one resource, the phrase Editing # of # selected records appears on the top of the page, letting you know which resource you are editing and how many you selected.

   5. To specify your notification preferences for this resource, take these actions.

      1. To expand the status section, click the plus sign in the header.

      2. For each status, enter a number for Above and Below.

      3. Select the checkbox for each notification method you want to enable for the status.

      4. Click Save. The next record opens.

   6. Repeat the specify notification preference steps for each resource. When you click Save on the last record, the My Status Change Preferences page opens showing your preferences.

   Edit a preference

   1. Locate the resource and, on that row, click edit. The Edit My Status Change Preferences page opens.

   2. Expand the status sections (click the plus sign in the header).

   3. Make your changes.

   4. Click Save.

   Delete a preference

   1. Locate the resource and, on that row, click delete notifications. A window opens asking you to confirm the deletion.

   2. Click OK.