Setup Email Reminders

Unanet has the ability to send out email messages for a variety of purposes. Many of these messages (but not all) can have their subject and body customized per your specific needs via "email templates". Maintenance of the various types of email templates has been sub-divided into the following three categories (each of which has its own Admin >> Setup screen for template management):

Email Messages -- These messages relate to the Unanet Financials functionality.
Email Reminders -- These messages can be either manually invoked or scheduled to be sent at certain times and remind users to perform specific Unanet tasks (i.e., 'Submit your timesheet' or 'Address your Approval Queue', etc).
Email Notifications -- These messages are triggered by system events such as a user submitting their timesheet (notifications lets you know that there is a new item in your approval queue to be addressed), or scheduled Project Alerts. Notifications must be marked as active in order for notifications to be sent.

The Setup Email Reminders screen can be used to create custom versions of email reminders as well as to customize the content of each. Once these templates have been created / customized, you can initiate the sending of these reminders via the Admin >> Reminders screen.

Note that users, via their Preferences, can choose whether or not they will receive various types of system Notifications, but cannot choose to suppress the receipt of Email Reminders.

Note about sending emails to your own email address: When testing the email functionality, do not use the same email address for both the sender and receiver. When the system attempts to mail out a notice or reminder, it checks to see if the email sender address is equal to the email receiver address. If they match, no message is sent.

Roles

This screen is available to users having the Administrator, P&R Administrator, or HR Administrator role.

License

Example Email Reminders maintenance screen:

Field Descriptions (click on a link below for additional information):

When populating the Subject and Message, each Template Type also has special variable tags that can be embedded in the message to provide additional customized content. For example, if you would like to include the project code in the body of your Project Manager notification, adding $PROJECT to the message will be replaced with the appropriate Project Code when the email is sent.

The following table contains a complete list of Template Types with their corresponding Descriptions and list of possible special variable tags:

Edit Email Reminders

When editing a reminder, you can add an Additional Message to display when Enable Additional Message is checked. In this example, app store links will display in the Timesheet Minimum Hours reminder email.

Include Custom Links in Email Body

Including a URL in the body of an email notification can allow your users to quickly access your Unanet system directly from the email notification. The following URL examples may be of particular interest:

Many of the URLs that you could consider including in the body of an email template can be identified by simply copying and pasting the URL associated with a particular screen. Do note that these may change from time to time and you may need to update a URL should you move your Unanet system or upgrade to a newer version of Unanet.

Temporarily Turning off Scheduled Reminders

One method to temporarily turn off a scheduled email reminder is to inactivate the associated email template. The scheduler will still fire at the designated time (and record that it has fired), but because the email template is disabled, the emails will not be sent.

Reminders
Template Type	Description	Available Variables
Broadcast	Sent to users as a broadcast message.
Expense Customer Approval	Sent to customers that have expense reports pending their approval.
Expense Customer Approval Alternates	Sent to customer alternates that have expense reports pending their approval.
Expense Manager Approval	Sent to managers that have expense reports pending their approval.
Expense Manager Approval Alternates	Sent to manager alternates that have expense reports pending their approval.
Expense PM Approval	Sent to project approvers that have expense reports pending their approval.
Expense PM Approval Alternates	Sent to project approver alternates that have expense reports pending their approval.
Purchase Order Customer Approval	Sent to customers that have purchase orders pending their approval.
Purchase Order Customer Approval Alternates	Sent to customer alternates that have purchase orders pending their approval.
Purchase Order Manager Approval	Sent to managers that have purchase orders pending their approval.
Purchase Order Manager Approval Alternates	Sent to manager alternates that have purchase orders pending their approval.
Purchase Order PM Approval	Sent to project approvers that have purchase orders pending their approval.
Purchase Order PM Approval Alternates	Sent to project approver alternates that have purchase orders pending their approval.
Purchase Requisition Customer Approval	Sent to customers that have purchase requisitions pending their approval.
Purchase Requisition Customer Approval Alternates	Sent to customer alternates that have purchase requisitions pending their approval.
Purchase Requisition Manager Approval	Sent to managers that have purchase requisitions pending their approval.
Purchase Requisition Manager Approval Alternates	Sent to manager alternates that have purchase requisitions pending their approval.
Purchase Requisition PM Approval	Sent to project approvers that have purchase requisitions pending their approval.
Purchase Requisition PM Approval Alternates	Sent to project approver alternates that have purchase requisitions pending their approval.
Timesheet Customer Approval	Sent to customers that have timesheets pending their approval.	$PERIOD_ST_DATE $PERIOD_END_DATE
Timesheet Customer Approval Alternates	Sent to customer alternates that have timesheets pending their approval.	$PERIOD_ST_DATE $PERIOD_END_DATE
Timesheet Manager Approval	Sent to managers that have timesheets pending their approval.	$PERIOD_ST_DATE $PERIOD_END_DATE
Timesheet Manager Approval Alternates	Sent to manager alternates that have timesheets pending their approval.	$PERIOD_ST_DATE $PERIOD_END_DATE
Timesheet Minimum Hour	Sent to timesheet users who reported less than the specified number of hours for a day.	$DATE $HOURS
Timesheet PM Approval	Sent to project approvers that have timesheets pending their approval.	$PERIOD_ST_DATE $PERIOD_END_DATE
Timesheet PM Approval Alternates	Sent to project approver alternates that have timesheets pending their approval.	$PERIOD_ST_DATE $PERIOD_END_DATE
Timesheet Submit	Sent to timesheet users who have not yet SUBMITTED their timesheet.	$PERIOD_ST_DATE $PERIOD_END_DATE
Vendor Invoice Customer Approval	Sent to customers that have vendor invoices pending their approval.
Vendor Invoice Customer Approval Alternates	Sent to customer alternates that have vendor invoices pending their approval.
Vendor Invoice Manager Approval	Sent to managers that have vendor invoices pending their approval.
Vendor Invoice Manager Approval Alternates	Sent to manager alternates that have vendor invoices pending their approval.
Vendor Invoice PM Approval	Sent to project approvers that have vendor invoices pending their approval.
Vendor Invoice PM Approval Alternates	Sent to project approver alternates that have vendor invoices pending their approval.
Vendor Invoice Receiver/Approver	Sent to vendor invoice receiver/approvers that have vendor invoices pending their approval.
Vendor Invoice Receiver/Approver Alternates	Sent to vendor invoice receiver/approver alternates that have vendor invoices pending their approval.

Admin Setup - Email Reminders