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jbgilpin's avatar
jbgilpin
New Contributor III
2 years ago

Supervisor Email Notifications

Had a quick question, is there a way to set up email notifications to Supervisor's for journal entry approvals, when a work flow is ready to certify or when RCM is ready to certify.   I have read some other posts but I have not seen this process exactly or if it can be done.  If it cant be done will it be coming with a future release?    Thanks!

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2 Replies

  • aformenti's avatar
    aformenti
    Icon for OneStream Employee rankOneStream Employee
    2 years ago

    Hi jbgilpin,

    Not sure if your question is only about RCM. However, you can set a DataQualityEventHandler to send emails on Certification based on a email distribution list.  I have done that by leveraging a text property on the Workflows where I define the users I want to notify on certifying the workflow unit. You could also do it by retrieving the users within the Workflow Certification security groups.

    I could try and find an example for you if that was what you were asking.

    Hope that helps,

     

  • T_Kress's avatar
    T_Kress
    Icon for OneStream Employee rankOneStream Employee
    2 years ago

       

    You can set up a WorkflowEventHandler, DataQualityEventHandler or JournalEventHandler BR to trigger emails to specific security groups or individuals.  Attached is more info on different kinds of event handlers.