Modifying Notification Event Details

Procedure

To modify notification event details:

  1. Select Admin.
    The Admin Home Page appears.

  2. From the Business Administration tab, select Notification Setup.
    The Notification Setup (search) screen appears.

  3. If necessary, enter search information for the notification event, and click Search.
    The Search Results section fills in with the events that match the information you enter.

  4. In Search Results, select view/edit in the row for the notification event you want to modify.
    The Notification Setup screen displays notification details, including the Action Details for the primary and secondary actions, and the list of rule conditions defined for this notification event in the RuleSet section.

  5. At the top of the screen, change information for the notification event, and click Save. You can change any information except the notification type and trigger.

  6. To modify the primary or secondary actions for the default action:

Note:  If you modify the actions, the modifications affect all events to which the actions are added. If you want the changes to apply to only this event, you must create a new action.

    1. In the Action Detail section, change the description.

    2. In the Action Parameters section, change any of the action parameters. The action parameters determine the contact who is notified, the template used, and the default e-mail address.

    3. Click Save Action.

You can also:

    • Add a new action How?

    • Add Conditions to Trigger Rules that determine the person who receives the notification for this event How?

    • Modify Conditions for Trigger Rules that determine the person who receives the notification for this event and under what circumstances they receive it How? See "Modifying Conditions for Trigger Rules."

    • Modify Trigger Rules for Notification Actions How?

Note:  Conditions for trigger rules determine the person who receives the notification for this event and the circumstances under which they receive it.