Canceling attestation cases
Email notifications can be sent to other employees when an attestation case is canceled. You can specify the recipient of the notification as required by the company.
To set up the notification procedure
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Create custom mail templates for sending notification if attestation cases have been canceled.
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Create company-specific processes for notifications.
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Enter the following data for the approval policy:
Mail template stopped: Mail template to be used for email notifications when an attestation case is canceled.
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Escalation of attestation cases
Email notifications can be sent to the attestation policy's owner when an attestation case is escalated.
To set up the notification procedure
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On the Mail templates tab of the approval step, enter the following data:
Mail template escalation: Attestation - Escalation
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Assign an owner to the attestation policies.
Related topics
Delegating attestations
If, in an approval step, other attestors can be authorized to make the approval decision, the additional attestors can be prompted to approve by email. The same applies if the attestation can be delegated.
To set up the notification procedure
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On the Mail templates tab of the approval step, enter the following data:
Mail template delegation: Attestation - Delegated/additional approval
TIP: To enable approval by email, select the Attestation - delegated/additional approval (by email) mail template.
Related topics
Rejecting approvals
The original attestor must be notified if an additional attestor or employee to whom an attestation has been delegated refuses the approval decision.
To set up the notification procedure
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On the Mail templates tab of the approval step, enter the following data:
Mail template rejection: Attestation - Reject approval
TIP: If you allow approval by email, select the mail template Attestation - reject approval (by mail).
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