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Notify Staff of New Need Type Providers

You can set a daily email to send to staff when someone creates new Need Type Providers.

  1. In the navigation menu, click Needs Management > Need Type Providers.
  2. Select the Approve Providers view.
  3. From the Actions menu, select Notification.
  4. For items to watch, ensure the options Contents of view: Approve Providers are selected.
  5. For notifications, select Select group members. Then, from the drop-down list, select the User Group of people who can approve providers.
  6. For frequency, select Create new schedule. Then, select Daily/Weekly and set the day(s) and time you want.
  7. Click Save.

For more about scheduled emails like this, see Notifications for Views, Selections, & Records.