Manage a User's Status Change Notifications

The Status Change Preferences page allows you to specify how a person should be notified when the status changes for resources and sub-resources to which they have access. From this page you can:

  • Access the user's preferences

  • Add a notification preference

  • Edit an existing preference

  • Delete a notifications for a resource

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

  • When searching for sub-resources, you can enter both the sub-resource name and the resource's name in the Name field. This will help narrow your search results.

  • The fields that appear in the Edit Status Change Preferences page depend on the type of resource and the status types associated with it.

  • For number 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.

To add a status change notification preference

  1. In the main menu, click Setup and then click Users. The Users List opens.

  2. Locate the person and, on that row, click their Full Name. The View User page opens.

  3. At the top, click Preferences and, in the list, click Status Change Notifications. The Status Change Preferences page opens.

  4. Click Add. The Find Resources page opens.

  5. In the What? and Where? sections, enter the Name, Category, Region and/or other location information for a resource.

  6. Click Search. The resources that match your search criteria appear below.

  7. Select the checkbox for each resource you want to edit.

  8. Click Notifications. The Edit Status Change Preferences page opens for the selected resource. If you selected more than one resource, the phrase Editing # of # selected records appears indicating which resource you are editing and how many you selected.

  9. To specify the user's notification preferences for this resource, take these actions:

    1. On the left of a section header, click the plus icon.

    2. If appropriate, enter a number for Above and/or Below to indicate when to send notifications.

    3. For each status change, select the checkboxes for the notification methods you want to enable (for example, E-mail, Text Pager, Mobile App, or Web Page).

    4. As appropriate, repeat these steps for each section.

    5. Click Save. The next resource record opens.

    6. Repeat these steps for each resource.

  10. When you click Save on the last record, the Status Change Preferences for (user) page opens showing the preference you added.

To edit a status change preference

  1. In the main menu, click Setup and then click Users. The Users List opens.

  2. Locate the person and, on that row, click their Full Name. The View User page opens.

  3. At the top, click Preferences and, in the list, click Status Change Notifications. The Status Change Preferences page opens.

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

  5. Expand each section (click the plus sign in the header).

  6. Make your changes.

  7. Click Save.

To delete status change notifications

  1. In the main menu, click Setup and then click Users. The Users List opens.

  2. Locate the person and, on that row, click their Full Name. The View User page opens.

  3. At the top, click Preferences and, in the list, click Status Change Notifications. The Status Change Preferences page opens.

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

  5. Click OK.