Edit a Notification Type

Existing notification types may be updated or changed at any time without having to create entirely new notification types to replace them. The following steps will walk you through the process of editing an existing notification type.

PREREQUISITES:

  • The Notification Type security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.
  • You must have notification fields set up for the information you want to pull from the database. See Notification Fields for more information.
  • If you are creating a Crystal Report notification type, you must have the appropriate Crystal Report configured.

To edit an existing notification type, follow these steps:

  1. Click Notifications on the PLL Admin menu panel and select Notification Types.

  1. On the Notification Type panel, click Edit record next to the notification type you want to edit.

NOTE: Search or filter the records on this panel to quickly find the one(s) you want. See Search and Filter Records for more information.

  1. On the Edit: Notification Type panel, make any changes you desire. See Add a Notification Field for more information.

  1. Click Save.