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Workflow Notifiers 2017-08-25T02:53:54+00:00

What is a Workflow Notifier?

SelectView configures the Viewpoint system’s Workflow Notifier feature to automatically send alerts to the necessary employees, vendors, or subcontractors when a specified condition exists. Once the process is set up, the Viewpoint service performs its functions without intervention. The alerts are sent without any effort on your part.

There are four main parts to the Workflow Notifiers:

Schedule

When does the process run? Is it daily, weekly, or monthly?

List

Which items in the database qualify for the alert?

Target

Who is to be alerted about the situation?

Message

What is to be communicated to the target?

SelectView can work with you to learn your workflows and processes, and configure the notifiers to be most effective and efficient for your needs.

Example Workflow Notifier

Here’s one example of how a workflow notifier could work for your business:

Schedule

The automated process runs every day, Monday through Friday, at 7 a.m.

List

The database returns a list of subcontracts that expire 30 days from today.

Target

The list includes an email address for the subcontractor and the project manager.

Message

The message describes the problem and the necessary action to take.

In the above scenario, the Workflow Notifier, or alert, could be: “The insurance policy covering concrete work on the ABC Project expires in 30 days on July 30, 2014. Please send documentation of the new policy as soon as possible.”

  • The target email address can be a built-in Vista™ field, or it can be a user defined (UD) field added to the subcontract screen.
  • As a precaution, a second Viewpoint Workflow Notifier can be set to send a similar message when the expiration date is 15 days away. This is a good method to ensure necessary insurance is maintained.

Why Do You Need Workflow Notifier?

After the initial configuration, the Notifier is ready to be used and will operate for as long as necessary.

Utilizing Workflow Notifier tools can help increase efficiency and productivity and avoid tasks falling through the tasks. Employees can spend valuable time on more important work rather than trying to remember extensive details, allowing them to be better organized and focus on essential tasks.

Consultations are free!

Contact our CEO, Bill Wagnon at 800-931-8062 or email Bill directly to set up your free consultation.