This function allows you to maintain the users on the Policy Task Transfer Email Notification List (Company Configuration Tool / System Email). Before any maintenance can be done, the Policy Task Transfer must be set up as a System Email Type in the System Email Configuration List.
On the Employee Web Main Menu, select Utilities
/ Administration / Users and Workflow / User Email Notification List.
To add users:
System Email Type: Select Policy Task Transfer. This returns a list of users that can be added to the configuration.
Selected Column: Opposite
each user you wish to add to the list, click in the Selected Column
opposite the user's name to place a check mark.
(Note: If all users on the
list need to be added, click Select
All.)
Select Save. This returns a validation: "The System Email Configuration has been successfully updated."
Click Ok.
Finally, go to Company Configuration Tool / System Email, highlight the Policy Task Transfer Configuration on the Grid View and click Refresh. This adds the users to the Email Notification List.
To remove users:
System Email Type: Select Policy Task Transfer.
Selected Column: Opposite
each user you want to remove, click in the Selected Column opposite
the user's name to remove the check mark.
(Note: If all users on the
list need to be removed, click Un-Select
All.)
Select Save. This returns a validation: "The System Email Configuration has been successfully updated.
Click Ok.
Next, go to Company Configuration Tool / System Email, highlight the Policy Task Transfer Configuration on the Grid View and click Refresh. This removes the users from the Email Notification List.
Note: "Inactive" users previously added to the Email Notification List are displayed in red. "Inactive" users will not receive Policy Task Transfer Email Notifications at run time.