Workflow Preferences in FileHold Desktop Application

You can set preferences to be notified via email when certain workflow events involving you occur and delegate your tasks to someone else if you are away from the office for a period of time.

Workflow tasks can be viewed in Reviews and Approvals > My Tasks list.

To set workflow alerts

1. Go to File > Preferences and Settings > Workflow Alerts or right-click on Reviews and Approvals and select My Workflow Preferences.

2. In the My Workflow Preferences window, select the check boxes for the events you want to be emailed for:

• A task is assigned or delegated to me

• A task is assigned to me is overdue

• A task assigned to me is overridden

• If tasks in workflow I am the initiator are overdue

• A task assigned to me is cancelled

• Activity is completed for a workflow I initiated

• Workflow is completed for a workflow I initiated

• Workflow is completed for a workflow I am an observer of

3. In the email alert frequency, set how often you wish to receive email alerts:

• Send email immediately – Sends the email as soon as the change is made.

• Send a daily summary – Sends the email once per day with a summary of all the alerts.

• Send a weekly summary – Sends the email once per week with a summary of all the alerts.

4. To automatically delegate your tasks to someone else in the event that you will be unavailable due to a vacation, sabbatical, or illness, select the check box and click Find. You can delegate a workflow on a case per case basis. See Delegating Tasks to Another User for more information.

Note: A Library Administrator can delegate tasks on a user’s behalf. See the Library Administration Guide for details.

5. In the Find People window, enter a name or email address and click Find.

6. In the Search Result select the user and click Select User(s).

7. Click OK.

See Also:

User Preferences

Alert Preferences

View Preferences

FastFind Preferences