Assign Sign Off Objects Business Rules

If Project Owner is selected as Sign Off Authority, the Sign Off Request email will be sent to the email address of the user designated as Project Owner. Similarly, if Project Sponsor is selected as Sign Off Authority, the Sign Off Request Email will be sent to the email address of the user designated as Project Sponsor. If 'Dropdown selection' is selected as Sign Off Authority, it will allow users to select only the staff members who are in the 'Project Board & Team' as the Sign Off Authority at the point where the sign off is required (depends on workflow). The selected user will then receive the Project Sign Off Request.

When the Sign Off Authority approves, defers or rejects the project, the Sign Off Complete email is generated to the Project Owner.

These notifications will only be sent if the users in question have valid email addresses and if the corresponding email templates (Sign Off Request and Sign Off Complete) exist. Refer Email Templates

 

 

 

 

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Last revised: July 26, 2017