Manage Open Assignment Alerts for Workforce Planning
Background
Workforce assignments allow you to manage your workforce by assigning resources to projects. You can create assignment alerts to notify the assignees and share key information about their assignment. See What is an assignment alert in Workforce Planning?
This tutorial shows you how to manage open assignment alerts that have been sent to assignees.
Things to Consider
- Required User Permissions:
- Additional Information:
- Only default assignment alerts can request a response. See Configure Default Assignment Alerts for Workforce Planning.
- Clicking 'Prompt Unreplied' resends the assignment alert, regardless if responses are enabled.
- If an alert still needs a response, the 'Prompt Unreplied' button resends the alert. If there are multiple recipients on the alert, alerts will resend only to those that have not responded.
Steps
There are four (4) ways you can manage your open assignment alerts:
View Open Assignment Alerts
To view open assignment alerts, follow these steps:
- Navigate to the Company level Workforce Planning tool.
- Click Communications and select Alerts.
- Select Open from the drop-down menu.
![clipboard_e068010e9411b72be7e9a17aa6be72319.png](https://support.procore.com/@api/deki/files/340694/clipboard_e068010e9411b72be7e9a17aa6be72319.png?revision=1&size=bestfit&width=800&height=201)
- Optional: To search for an assignment alert, enter the recipient's alert in the Search Recipients box. Then click the magnifying glass icon or press the ENTER/RETURN key on your keyboard to initiate your search.
- Optional: To filter assignment alerts, click the Filter
icon. Select your filters, then click Apply.
- Has Reply Option(s). Select the reply option for which you want to see assignment alerts.
- Reply Counts. Select to see assignment alerts where All Recipients Replied, that were Only Partially Replied To, or Received No Replies.
- For Projects. Select the project from the drop-down list to see assignment alerts sent for that project.
Note: To clear filters, click the Filter
icon. Then select Clear All.
- Optional: To sort the list of assignment requests, click Sort By and select Sent At - Newest, Sent At - Oldest, or Most Recent Reply.
- This shows you an overview of the open assignment alerts that have been sent including the:
- Assignee's Name. The assignee's first and last name.
- Project Name. The project's name.
- Assignment Start Date. The assignment's start date.
- Assignment End Date. The assignment's end date.
- Sender. The person who sent the assignment alert.
- Date Sent. The date the assignment alert was sent.
- Response. The response from the assignee.
Note: Assignees can only respond to Default Assignment Alerts if response settings have been configured.