Set Up Alerts for Plan Creation Modification or Deletion

When you set up Plan Creation, Modification, or Deletion alerts, Vision notifies specified employees when a new plan is created, modified, or deleted, or when a Vision plan is converted to a Navigator plan.

To set up Plan Creation, Modification, or Deletion alerts, complete the following steps:

1. From the Vision Navigation menu, click Configuration > General > System Alerts.
2. In the Folders field on the Alerts Configuration form, select Resource Planning.
3. In the Alert field, select Plan Create Modification or Deletion.
4. Select the Active option to enable the alert throughout Vision; if no rules exist for this alert, the Active field is disabled.
5. Click Options to select an existing alert rule or to create a new rule. If a rule was already assigned to this alert, <options selected> displays in this field.
6. To remove the option for this alert, delete <options selected>.
7. Click Save.