Who is this article for?

Site Administrators who want to tailor notification and archiving options for Appraisals.

Site Admin permissions are required.

Appraisals module settings help you set up customisable notifications to keep those involved in the process up to date. It also offers options for archiving completed Appraisals after a specific period. This guide will walk you through how to configure these settings.

In this article:

1. Appraisals Settings view
2. Archiving options
3. Notification options
4. Further reading

1. Appraisals Settings view

To access Appraisals settings:

1. Open the Go To... menu.
2. Hover over 'Site Admin' at the bottom of the menu.
3. Select 'Appraisals Settings' (under 'Module Setup').

Once there, you should be presented with this page:

You can make all required changes from this view!

2. Archiving options

To help keep your records clean, you can choose to archive completed Appraisals after a certain number of days by entering a value in the first box.

By default, the value is blank.

3. Notification options

To ensure that the Appraisals process remains streamlined, you can choose to notify contributors when certain deadlines are approaching.

By default, notifications are set to be sent 5 days before each deadline.

You can view the deadlines for each contributor type by select to their respective tab.

To change which events trigger notifications:

1. Navigate to the contributor tab you wish to configure.
2. Click the 'Options' button on the left.
3. Select one of the options:
   • Add/Remove... - Allows you to add or remove individual notifications for that contributor type (opens in a new window).
     Move items to the right to enable them or to the left to disable them.
   • Add All - Adds every notification available for that contributor type.
   • Remove All - Removes every notification available for the contributor type.

Default notifications for the Appraiser contributor type.

 Made a mistake? Don't worry!
You can use the 'Revert' button in the top-right of the page to reset the values to default.

4. Further reading

• Configuring Actions module settings
• Configuring PIs module settings
• Configuring Policy module settings
• Configuring Risks module settings
• Configuring Feedback module settings (Classic)
• Configuring First Tab settings for modules