Register activity reaches people as alerts

What moves

Registering, routing to a person or a department's head, approving, rejecting, dispatching, deadline reminders, escalations, disposal warnings and stand-in changes each create an alert for the person concerned.

Before you start

• Notification Centre in your plan (every workspace has it)
• The notification workflow for the situation switched on
• Both modules in your plan

Step by step

1. Correspondence officerCorrespondence Register

   Routes a letter to a colleague for action.

   You see:The routing is saved and the register announces it.

2. SystemNotification Centre

   Works out who to tell: the colleague, or a department's head.

   You see:An alert is created for each, without the numeric clearance level or the list of other recipients.

3. ColleagueNotification Centre

   Sees the alert in the Notification Centre and opens it.

   You see:They land on the record.

4. SystemCorrespondence Register

   Every hour, finds items near or past their due date.

   You see:Reminder, breach and escalation alerts go to the item's holder.

Related

• Correspondence Register
• Notification Centre
• Register, classify and route letters by conversation
• Seven roles and the clearance ladder
• A letter's enclosures are files in Documents
• A recipient refuses a letter that was not meant for them
• A stand-in approves while the approver is away
• Connections between modules