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Copy Requisition User Setup

Set Up Requisition Users

Setting Up Email

Electronic Requisitions Checklists

Electronic Requisition FAQs

Set Up Requisition Users - Email Tab

Access this tab with Administrative user rights, using Security>Requisitions>Set Up Requisition Users.

Use this tab to set up the Email Address and Email Options for the requisition user. Changes made to this email address will update the address throughout the system. These options can also be modified using Options>User Preferences.

The system can send e-mails to users notifying them about the status of certain requisitions. Simply select the appropriate check boxes on this tab.

Note: This feature is available if you have configured your Simple Mail Transfer Protocol (SMTP) settings for email (Organization>Organization Information>SMTP Email) or a SQL/Database Mail configuration set up on your machine. See Configuring SMTP.

 

Email Address: The system displays the email address if available; otherwise, enter the user's address. (The default is the address entered using Security>Maintain Users.) Only one email address per user can be entered, and the address is required if using any of the options below.

Email Options: Select the appropriate email options for the user. (The last two options are only available for Approver user types.)

  • Notification of all Requisition Activity: Select this option to have the system send an email any time activity occurs on requests generated by the user. This notification is only regarding the requisitions that the user created. For example, if user JaneC forwards a requisition for approval and it is rejected or approved, JaneC will receive an email upon the change of the requisition's status.
  • Notification of Requisitions Forwarded for Approval: Select this option to have the system send an email any time a request is forwarded to the user for approval. For example, if user JaneC forwards a requisition to user JackM for approval, JackM will receive an email notifying him that a requisition requires his approval.
  • Daily Reminder of Requisitions that Require Approval: Select this option to have the system send a daily email for all requests the user has not yet approved. For example, if user JaneC forwarded a requisition to user JackM a week ago for approval, JackM would receive a daily reminder every day until he approves the requisition. This option is only available if the SQL/Database Mail Requisition Email option is selected on Organization>Set Up Modules>Electronic Requisitions and a SQL or Database Mail configuration is set up on your machine.