If you have ‘Edit’ or higher permissions to Processes, Activ allows you to mark any Process within your system as Need to Read, helping you to identify business-critical Processes to all of your users. This may be particularly useful for any Process that you need your employees to be particularly familiar with.
If the ‘Need to Read’ flag has been enabled for a Process and a user has not yet viewed the current version, the user will automatically be notified until they have viewed the version. This notification is disabled once the associated Process has been viewed, but will automatically be re-enabled should a new version of the Process be created. In addition, Activ will send these notifications to any new users you add to your system, ensuring that they are alerted to the Process even if its current version was uploaded to your system before their account was validated.
Note that these notifications will come via the user’s regular notifications email, provided they have selected the appropriate options within My Details – Notifications (see Processes Alerts and Notifications and Notifications – Automated Alerts, Notices, and Reminders) .
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To mark a Process as ‘Need to Read’, open its Properties for editing and change the Need to Read?* dropdown to ‘Yes’, then click Save.
You will be returned to the Processes Properties tab, and the updated flag will now be displayed within its record. In addition, all users who have not viewed the Process’ current version will automatically begin to receive email notifications alerting them do so.
