Set Up Approval Notifications

When a document is sent for approval, Sparkrock 365 can be set up to have a notification sent to the one or more approvers. You can perform a mass set up of workflow approval notifications for all users or you can set up workflow approval notifications for a specific user.

To set up workflow approval notifications for all users

1. Choose , enter workflow notification setup, and then choose the related link.

   The Workflow Notification Setup page opens.

2. In Notification Type, specify the type of event the notification is about.

3. In Notification Method, specify how notifications are to be received, for example, Email or Note.

   The email address that is used is taken from the mySparkrock User Setup Card page. If the mySparkrock user does not have an email address, Sparkrock 365 uses the email address that is specified on the Approval User Setup page, in the E-mail field.

4. By default, notifications are sent instantly. To set up a schedule for receiving notifications, on the action bar, choose Notification Schedule, and then after the Notification Schedule page opens, perform the following steps:

   1. In Recurrence, specify the notification frequency.
   2. In Time, specify the notification time.

   It is recommended that for the Notification Type of Approval, the Notification Method of Email is specified and Schedule is set to Instantly.

To set up workflow approval notifications for a specific user

1. Choose , enter approval user setup, and then choose the related link.

   The Approval User Setup page opens.

2. Select the user for which you want to set up workflow approval notifications, and then on the action bar, choose Notification Setup.

   The Workflow Notification Setup page opens.

3. In Notification Type, specify the type of event the notification is about.

4. In Notification Method, specify how notifications are to be received, for example, Email or Note.

   The email address that is used is taken from the mySparkrock User Setup Card page. If the mySparkrock user does not have an email address, Sparkrock 365 uses the email address that is specified on the Approval User Setup page, in the E-mail field.

5. By default, notifications are sent instantly. To set up a schedule for receiving notifications, on the action bar, choose Notification Schedule, and then after the Notification Schedule page opens, perform the following steps:

   1. In Recurrence, specify the notification frequency.
   2. In Time, specify the notification time.

   It is recommended that for the Notification Type of Approval, the Notification Method of Email is specified and Schedule is set to Instantly.

To set up notification emails

1. To specify the sender of the email, see Set Up Email.

2. To specify the recipient of the email or in other words, who is to receive the email, perform the following steps:

   1. Choose , enter mysparkrock user setups, and then choose the related link.
      The mySparkrock User Setups page opens.
   2. Select the mySparkrock user who is to receive the email, and then on the action bar, choose Manage > Edit.
      The mySparkrock User Setup Card page opens.
   3. In E-Mail, specify a valid email address.
      If the E-Mail field is blank, Sparkrock 365 uses the E-Mail field on the User Setup or Approver User Setup page.

Set up individual notification preferences

Administrators and employees can set up individual notification preferences on the User Notification Settings page. Each line provides the capability to block approval emails for the respective document type.

The Purchase Orders, Purchase Invoices, and Purchase Credit Memos options only appear when on the Finance Approval Setup page, the dimension approval workflow for the respective document is enabled.

Users who have the Finance Department Manager or HR Department Manager roles, can can set up their personal notification settings from the Finance Department Manager or HR Department Manager role centers, under Administration > My Notification Settings.

To set up individual notification preferences as an administrator

1. Choose , enter mysparkrock user setups, and then choose the related link.

   The mySparkrock User Setups page opens.

2. Select the user for whom you want to change notification preferences, and then on the action bar, choose mySparkrock User > Notification Settings.

   The User Notification Settings page opens.

3. For each Functional Area where you want to disable notifications, select the Block Approval Notifications checkbox.

Set up individual notification preferences as an employee

An employee can set up their personal notification settings from the Finance Department Manager or HR Department Manager role centers, under Administration > My Notification Settings. The employee must specify the functional area for which they want the approval notifications blocked.

Individual notification preferences can also be set up in mySparkrock. For more information, see Notifications.

Note

Note:
In the event that your organization prevents employees from managing their notification settings, the permission set that is assigned to these users must be set to have only read permissions to the respective table for this page.

View sent notification emails

For information about where you can view notification emails that have been sent, see Send Documents and Emails.

See also

Set Up Budgeting and Planning Approvals
Set Up Finance Approvals
Set Up HR Management Approvals
Notification Email Workflow for Budgeting and Planning Approval Workflows
Notification Email Workflow for Purchase Document Dimension Approval Workflows
Notification Email Workflow for Finance Request Dimension Approval Workflows
Finance Department Manager
HR Department Manager

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