Example: Send Time Tracking Notifications
This example illustrates how to set up scheduled distribution notifications to workers who use Time Tracking.
You want to create and send SMS notifications to workers with unsubmitted time entries for the past 2 months. You want to send weekly notifications starting next Monday at 11:00 AM until the end of the year and include a link to the
Enter My Time
task.Security:
- Administer Scheduled Distributiondomain in the System functional area.
- Custom/Standard Report Copydomain in the Tenant Non-Configurable functional area.
- Set Up: Tenant Setup - BP and Notificationsdomain in the System functional area.
- Access theCreate Distribution Time Periodtask.
- Select these values:FieldValueNameTwo MonthsUnit of TimeMonthsQuantity2
- ClickOKandDone.
- Access theCopy Standard Report to Custom Reporttask.
- From theStandard Report Nameprompt, selectWorkers with Unsubmitted Time.
- ClickOK.
- ClickOK.
- On theSharetab, select these values:FieldValueReport Definition Sharing OptionsShare with specific authorized groups and usersAuthorized UsersTime Tracking Administrator
- ClickOKandRun.
- From theTime Periodprompt, selectTwo Months.
- ClickOK.
- Access theEdit Tenant Setup - Notificationstask.
- In theNotification Delivery Settingssection, selectTime Tracking.
- From theRuleprompt, selectCreate Notification Routing Rule.
- In theNamefield, enterUnsubmitted Time Notification.
- ClickAdd.
- Select these values:FieldValueChannelMobile Push NotificationDefault FrequencyImmediately
- ClickOK.
- ClickOK.
- Access theCreate Scheduled Distributiontask.
- Select these values:FieldValueTitleWorkers with unsubmitted time for the past 2 monthsContent TypeEnter TimeContentTwo Months
- ClickNext.
- SelectCreate New.
- Select these values:FieldValueNameWorkers with unsubmitted time for the past 2 monthsTypeCustom ReportSelectionWorkers with Unsubmitted Time - Copy
- Expand theReport Criteriasection.
- In theTime Periodrow, selectTwo Monthsfrom theValueprompt.
- ClickNext.
- ClickNext.
- In theMessagefield, enter a message to the workers. Example: Please submit your time.
- ClickNext.
- From theRun Frequencyprompt, selectWeekly Recurrence.
- ClickNext.
- Select these values:FieldValueRequest NameWeekly notification to workers with unsubmitted timeDay(s) of the WeekMondayStart Time11:00 AMStart DateSelect the date of the next Monday.End DateSelect the last day of the year.
- ClickOKandDone.