WorkFlow Alerts allows you to create automatic, scripted email alerts for certain functions of PORTAL. When a predefined situation occurs, an alert will be sent to a chosen group. WorkFlow Alerts enables coordination between offices to run smoothly, ensuring that important processes are followed through to their necessary conclusions.
Common situations for which you might use WorkFlow Alerts to alert colleagues of situations that require action or awareness on their part:
- Lists of completed applications
- Withdrawing situations
- Late declines
- Family bio changes