Notification Group Assignments for Work Code Workflows

Assigning personnel to a Notification Group can be accomplished using the Notification Group Assignment area or via the person’s General Information tab.

IMPORTANT
Example: Suppose that Bob is associated with Notification Group A and Group B. This means Bob’s work code requests will trigger notifications to all of the approvers in Group A and Group B. To minimize unnecessary email notifications, set one notification group and assign a few people to start and then increase as needed.

Using the Notification Group Assignment Area:

  1. Go to: Setup > General > Notification Group Assignment
  2. Select a Notification Group and go to the People pane.
  3. In People, select the people that can be approved by the selected Notification Group or Groups. To quickly select all, click the All link.
  4. Click Save.
Parent topic: Setup General

Assigning Notification Groups Using Person General Information Tab

Using the person’s General Information tab > Notification Groups:

  1. Go to: People
  2. Select one person to edit one record or select a group of people that can be approved by the same Notification Group or use the Edit Panel to filter using Limit By settings and quickly select all.
  3. Click the down arrow next to any one of the selected personnel records to open the menu options.
  4. In menu options, click Edit.
  5. Go to the Notification Group field and assign the applicable Notification Group or Groups.
  6. Click Save.