About the Alerts add-on

The optional Meridian Project Portal Alerts add-on helps to accelerate document approval. It does this by tracking the dates by which documents should be approved either internally by your organization or externally by other organizations. A document is considered approved when its life cycle Status property is set to Approved. A person who is responsible for the approval can also be assigned. Dates can be calculated automatically using configurable default time periods, or based on the class of approval required or the type of the documents to be approved. For example, the approval date of a document assigned the type of Drawing can be calculated as ten days after receipt.

The Alerts add-on promotes document approval by the following features:

• The Alerts view of documents in the workspace that are nearing or have exceeded their approval dates.
• Sending email alerts to the person responsible for documents that are nearing or have exceeded their approval dates. By default, alerts are sent one day before and seven days (including weekends) after documents exceed their approval dates. The alert periods are configurable by a system administrator.

Note    The Alerts add-on must be installed and configured on the Meridian Project Portal server to use these features. The Alerts add-on is available in the Meridian Project Portal 2012 base product, but is cleared by default. When the Alerts add-on is enabled in a workspace, the Alerts view tab appears in the workspace header. If the tab is not visible, contact a system administrator to verify that the add-on has not been cleared in the workspace.

Configuring the Alerts add-on features is described in the following topics.