Send a notification from a request task

Security Roles: Request Coordinator, Request Analyst

You can send a notification to one or more recipients in a particular request task phase.

This "Notify" action is available in all request task phases. Users who have the “View” right in the “Request Tasks” area can run this action.

To send a notification from a request task record, follow these steps:

1. Click Request Fulfillment > Search Request Tasks, enter your search criteria, and then click Search.
2. Open the request task record from which you want to send a notification.
3. Click More, and then click Notify.
4. Select the date and time to send this notification.

5. Add one or more recipients to the To text box, or type an assignment group in the Group text box.

6. Select one of the following notification methods:

   • Mail: Uses the internal Service Manager Mail application (not email).

   • Email: Uses the Service Manager email application.

     If you select Email, you can specify the names of the recipients in the CC and BCC fields as needed. In addition, you can click Attachment > Add Files to add attachments to the email message as needed.

7. Modify the subject and the message in the notification as needed.

8. Click Send.