- Created by Carl Brown, last modified by Virginia Dial [X] on Oct 02, 2019
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The Status Change Preferences for (username) page allows you to specify how the user should be notified when the status changes for resources and sub-resources to which that user has access. From this page you can:
Access the user's preferences
Add a notification preference
Edit an existing preference
Delete a notifications for a resource
For details on automated alerts and notifications, refer to Notifications: Types.
Note the following about these preferences:
When searching for sub-resources, you can enter both the sub-resource name and its parent resource's name in the Name field. This will help narrow your search results.
The fields that appear in the Edit Status Change Preferences for (user) page depend on the type of resource and the status types associated with it.
For number and saturation score statuses, you can specify Above and Below. They are primarily used for setting notification thresholds. For example, a user can choose to be notified only when an ED's saturation score exceeds a certain number.
To add a status change notification preference
From any page open the Setup menu in the main navigation bar and click Users. The Users List opens.
Locate the user and click the Edit link. The Edit User page opens.
In the User Preferences section, click Status Change Notification Preferences. The Status Change Preferences for (user) page opens.
Click Add. The Find Resources page opens.
In the What? and Where? sections, enter the Name, Category, Region and/or other location information for a resource.
Click Search. The resources that match your search criteria appear below.
Select the check box for each resource you want to edit.
Click Notifications. The Edit Status Change Preferences for (user) page opens for the selected resource. If you selected more than one resource, the phrase Editing # of # selected records appears indicating which resource you are editing and how many you selected.
To specify the user's notification preferences for this resource, take these actions:
On the left of a section header, click the plus icon.
If appropriate, enter a number for Above and/or Below to indicate when to send notifications.
For each possible status change, select the check box for the notification methods you want to enable (for example, E-mail, Text Pager, or Web Page).
As appropriate, repeat these steps for each section.
Click Save. The next resource record opens.
Repeat these steps for each resource.
When you click Save on the last record, the Status Change Preferences for (user) page opens showing the preference you added.
To edit a status change preference
From any page open the Setup menu in the main navigation bar and click Users. The Users List opens.
Locate the user and click the Edit link. The Edit Users page opens.
Select the Status Change Notification Preferences link. The Status Change Preferences for (user) page opens.
Click the edit link to the left of the Resource name. The Edit Status Change Preferences for (user) page opens.
Expand each section (click the plus sign in the header).
Make your changes.
Click Save.
To delete status change notifications
From any page open the Setup menu in the main navigation bar and click Users. The Users List opens.
Locate the user and click the Edit link. The Edit Users page opens.
Select the Status Change Notification Preferences link. The Status Change Preferences for (user) page opens.
Click delete notifications to the left of the Resource name. A window opens asking you to confirm the deletion.
Click OK.
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