| PREFERENCES
TAB The Preferences screen
allows users to control the workflow e-mail messages and reminders
that are automatically generated by the system. If users wish to
receive the e-mail messages, then the checkbox must be selected.
If users do not wish to receive the e-mail messages, the checkbox
must be de-selected. All preference checkboxes
default as selected. Once a user modifies the preference, it overrides
the initial defaults. Users can change their
preferences as often as they like. Preferences
Screen Example for Signature Authority Administrators:
Preferences
Screen Example for Employees: 
Preferences Screen Example for Employees Who Have Requested a Purview Profile:
Automated
E-mail Information
The following automated
e-mails are set up in the application:
| Send
me an e-mail when a new account key is set up |
This e-mail preference
only shows for users in the Signature Authority Administrator
Role and other staff assigned routing authority.
The e-mail is sent
by the application when a new account key is set up in the
Bi-Tech chart of accounts.
|
| Send
me an e-mail to take action on routed authorities (non-contractual)
|
This e-mail preference
only shows for users in the Signature Authority Administrator
Role and other staff assigned routing authority.
This e-mail is
sent upon clicking Submit from the various create authority
screens and upon any activation or edit actions on records.
|
| Send
me an e-mail when action is taken affecting my authority |
This e-mail preference
shows for all employees.
This e-mail is
sent when the record of the affected employee is actually
activated (from a Pending record or a Routed with Edits record)
or expired by an employee with re-delegation authority.
This e-mail is
sent to active employees.
|
| When a new Acting Authority is requested, an e-mail is sent to the requestor, the person from whom the acting authority is being delegated, the person to whom the acting authority would be delegated and the Signature Authority Administrator. |
This e-mail notification is not optional. |
| When a new Acting Authority is approved, an e-mail is sent to the requestor, the person from whom the acting authority is being delegated, the person to whom the acting authority would be delegated and the Signature Authority Administrator. |
This e-mail notification is not optional. |
| Send me an e-mail when action is taken affecting authorities (non-contractual) under my purview. |
This e-mail preference only shows for users who have requested that a purview be set up for them in the tool. Purview in this case means ultimate ownership/responsibility for the account key. |
Automated
Scripts Information
Automated scripts have
been developed in the application to take action on authorities
automatically following triggering events in this and other source
systems. The following is a list
of all the automated scripts that are currently in place:
| Automatically expire
all authorities for terminated employees. |
| Automatically delete
pending (routed and not routed) records that are older than
one month from the create date. |
| Automatically expire
all authorities for all staff on account keys that close in
the Bi-Tech chart of accounts. |
| Automatically expire
authorities when they reach the "To" date. |
|
