How do I set up online notifications?

Online Notifications

Connect and Connect Online can send notifications to My Dashboard in Connect Online. The notification may serve as a reminder, for example, to resubmit a timesheet or an upcoming task. To view notifications, notifications must be set up in System Management and the user must add the Notification widget to My Dashboard. The application-level notification settings are stored in the Caselle application that is responsible for generating the notification.

Contents

How do I set up online notifications?
1. Watch a video
1. Before you get started
1. Setting up online notifications
1. Related Topics

Watch a video

Learn about notification options and what you need to do after you install the 2018.02 release (2m03s).

07Feb2018

Before you get started

You must be running Caselle Service. See the help topic titled How Do I Set Up Caselle Service?
You must be running Connect Online. To find out if Connect Online is right for you, contact Caselle sales at (800) 228-9851.

Setting up online notifications

1. Open Connect System Management > Organization > Organization.

2. Click to select the Email/Notifications tab.

3. Find the section titled Notification Options.

Notification Options

4. Click to select the checkbox titled Activate Notifications.

5. In the Process Time field, enter the time to send notifications.

6. Click Save (CTRL+S).

Notifications are set up for Connect and Connect Online. When Connect Online and Caselle Service are running, Connect will generate and send notifications to users. To set up notifications for a specific user, see the help topic titled How Do I Update a User's Notification Email or Mobile Number?

08Mar2018