2. Recipients screen of the Create New/Edit/Duplicate Task wizard

Use the second screen of the Create New Task, Edit Task, and Duplicate Task wizards to specify the recipients of the task. Available users are those who have access to the labor structure levels that you selected in the 1. General screen of the wizard. If you select No Recipients on the 1. General screen, then you will bypass this screen and go directly to the 3. Frequency and Priority screen.

Note: If you are adding a new task, the wizard is labeled Create New Task. If you are editing an existing task, the wizard is labeled Edit Task. If you are duplicating an existing task, the wizard is labeled Duplicate Task. The screens and fields are identical for each variation of the wizard.

Note: For more information on administrative user permissions, see User types and permissions.

  

Fields on the 2. Recipients screen of the Create New/Edit/Duplicate Task wizard

Field Description Notes

Notify On

Select whether tasks are notified on success, failure, or both.

This field is not available for reports.

Search Users 

Search by user ID or add a new user. Do one of the following:

  • To search for existing users:

    • Select the Search Users () field and select a user from the resulting drop-down list.
      or

    • In the Search Users () field, enter an ID in the field.
      As you type, the list updates based on your entry.
      Select the user from the filtered list.

  • To add a new, non-RMS user:

    1. Select the Search Users () field.

    2. In the Send email to additional recipients field at the bottom of the drop-down menu, enter the user's email address.
      Send email to additional recipients

    3. Select Add e-mail.

The list of users populates based your database access. If a user is mapped to an employee record, the user's name from the employee record appears. If a user is not mapped to an employee record, the user's login ID appears.

Users must have a valid email address.

Recipients

Each selected recipient's user name appears in a tag. To remove a recipient, select the X in the tag.

This field is populated only if you select users.

Subject

Subject line of the notification message.

This field is only available for reports.

Message

Message content of the notification.

This field is only available for reports.

Back

Return to the previous screen in the wizard.


Next

Go to the next screen in the wizard.

This button is available only if you have entered data into all required fields.