This page guides you through the process of managing Plan Management notifications.
These are the topics in this page:
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Introduction
The PM Notifications Dashboard provides the Plan Manager with an interface that allows for the dispatch of notifications to participants based upon the budget and invoice parameters of Plan Time Remaining, Budget Spent, Budget Over Utilisation, Budget Under Utilisation and No of days since last processing an Invoice.
The Plan Manager is provided with an notification settings interface that allows for the existing content of the notification to be reviewed and modified if required. Participant notifications as per the above parameters are available for output in the format of a pmnotifications.csv to enable a review by the Plan Manager.
Navigating PM Notifications Dashboard
The PM Notifications Dashboard is comprised of two screens, that include the Dashboard and the Dashboard Settings.
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Managing PM Notification Settings
Review the Notification Email
Generating the pmnotification file
Accessing the Participant Plan
