Notifications Configuration

The Notifications pop-up alerts employees when the Distribution Manager has sent (or not sent) a document and/or when a file has been attached (or failed to attach) to an item in Applied Epic.

1. From the Home screen, do one of the following:
   
   • Click Configure on the navigation panel.
   • Click the down arrow next to Home on the menubar and select Configure.
   • Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

1. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.

2. Click User Options > Notifications on the navigation panel. The Notification Preferences screen displays.
3. Enter the appropriate employee code in the Employee to edit field and click the lookup button , or click in the Employee to edit field and press [Tab] to display the Employee to Edit screen.
   
   Note: If you are not an Enterprise Admin, the employees to edit may be restricted to your own login, or to employees with whom you have a relationship defined in employee detail, depending on your security permissions.
   1. Select a search filter in the first dropdown menu of the search bar.
   2. Make a selection in the second dropdown menu:
      • Equals: Enter the complete lookup code, name, department, or title.
      • Contains: Enter part of the lookup code, name, department, or title.
   3. Click Find.
   4. Click on the correct employee in the list, and then click Finish.
4. You can do the following from here:
   
   • Copy Notification Settings to Other Users
     1. Do one of the following:
          
        • Click Actions > Copy Settings to on the options bar.
        • Click Actions > Copy Settings to on the menubar.

     2. In the employee list, click on the name of the employee to inherit the notifications settings. To narrow the list of employees, use the search bar.
        1. Make a selection in the first dropdown menu:
            
           •   Department
           •   Job Title
           •   Lookup Code
           •   Name
        2. Make a selection in the second dropdown menu:
            
           • Equals: Enter the complete lookup code, name, department, or title in the field provided.
           • Contains: Enter part of the lookup code, name, department, or title in the field provided.
        3. Click Find.
     3. Click on the name of the appropriate employee and click the down arrow to move the name into the Selected list. To select all of the employees in the list, click the double down arrow.

     Note: To choose more than one employee at a time (but not all of the employees in the list), use the [Ctrl] or [Shift] key as you click on employee names.

     4. Click Finish to save your changes.

     Click Cancel to exit the screen without copying any notifications settings.

   • Edit Notification Settings
     1. Select/deselect the appropriate radio button in the Restrictions area to specify whether the selected employee is allowed to opt not to receive notifications in Attachments and the Distribution Manager:
          
        • Allow selecting "No Notification"
        • Disable "No notification" option
     2. Optionally select the Restrict changing of default selection when applicable checkbox.
     3. In the Distribution Manager frame under Notification Defaults, specify the default setting for Distribution Manager notifications for this employee:
          
        • Notify if unsuccessful only
        • Notify if successful or unsuccessful
        • No notification
     4. Specify the default setting for attachment notifications for this employee:
          
        • Notify if unsuccessful only
        • Notify if successful or unsuccessful
        • No notification

     Note: At 4:00 a.m. each day, the system purges jobs that are no longer active and are more than seven days old. Client notifications that expired more than 24 hours before that time are also cleared.

     5. If you access Applied Epic from a web browser, select or deselect the Send ready-to-print documents to Print Center checkbox to specify whether ready-to-print documents are sent to Print Center or display in Access > Notifications.
        
        Selecting the checkbox moves all available print jobs from Access  > Notifications to the Print Center window the next time the selected employee logs in to Epic. Deselecting the checkbox stops future print jobs from processing through Print Center, but the employee must process any existing print jobs from Print Center; they do not move back to Access  > Notifications.

     6. Click Finish to save your changes.

     Click Cancel to exit the screen without saving changes.