Supervisor Email Notifications

jbgilpin
New Contributor III

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!

2 REPLIES 2

aformenti
Contributor II

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
Contributor III

DataQualityEventHandler.png

WorkflowEventHandler.png

JournalEventHandler.png

   

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.

 

 

 

 

Teresa C. Kress
Principal Delivery Manager Partner Enablement | OneStream Software