Planned Decision Dates

Planned Decision Dates

The Planned Decision Dates tab helps you manage reminders for decision-makers to complete their approval steps within the Capex Management Module. There are three types of reminder notifications available:

• Planned Decision Date Approaching

• Planned Decision Date Today

• Planned Decision Date Missed

To ensure these notifications are sent, they must be enabled in Admin → Notifications → Notification Types, and configured within the Planned Decision Dates section.

Settings to create and define the notification rules for planned decision dates.

Planned decision dates are optional parameters that users with permissions can set for each step in a request’s approval process. If no planned dates are set for a request, these notifications will not be sent. Users with the necessary permissions can assign planned approval dates for each step in the approval process.

Planned decision date notifications will only be sent if enabled, and a planned approval date exists for the step.

Notification Recipients

Who receives the planned decision date notifications?

• If there is an assigned decision-maker, the assigned decision-maker receives the notification.

• If there is no assigned decision-maker, the previously assigned decision-maker will receive it.

• If there was no previous assigned decision-maker, the request creator receives the notification.

Planned Decision Date Approaching

This notification reminds decision-makers when a decision date is approaching. To set up a reminder:

1. Click the Create Notification button in the upper right corner of the page.

2. Select Planned Decision Date Approaching as the notification type.

3. Specify the number of days before the planned decision date that the notification should be sent. Weekends and holidays are included in the timeframe.

4. Click Save.

Planned Decision Date Today

This notification is automatically sent on the day of the planned decision date. No additional configuration is required.

1. Click the Create Notification button.

2. Select Planned Decision Date Today as the notification type.

3. Click Save.

Planned Decision Date Missed

This notification is automatically sent when a planned decision date passes without any decision being made on the request. You can configure it in two ways:

Single Reminder

This option sends one reminder after the planned decision date has passed.

1. Click the Create Notification button.

2. Select Planned Decision Date Missed as the notification type.

3. Choose Single as the execution type.

4. Enter the number of days after the planned decision date when the reminder should be sent. Weekends and holidays are included.

5. Click Save.

Repeated Reminders

his option allows you to set up multiple reminders after the decision date has passed.

1. Click the Create Notification button.

2. Select Planned Decision Date Missed as the notification type.

3. Choose Repeating as the execution type.

4. Enter the number of days after the planned decision date when the first reminder should be sent.

5. Specify the maximum number of repetitions. Reminders will stop once the request is approved.

6. Click Save.

Reminder Timing

Reminder notifications are sent based on an application setting that determines the exact time they are delivered. By default, reminders are sent at 9 AM server time.Depending on the recipient’s local time zone, notifications may arrive before or after 9 AM.

If you need to adjust this timing, please contact the Weissr Support Team for assistance, as this setting requires administrative access to modify.