Scheduling Annual Certification Emails Reminders

This article provides step-by-step instructions on scheduling and managing annual certification email reminders in UC OATS using the "Schedule" notification type.

To schedule an annual certification email reminder:

1. Select the App Admin tab.
2. Select the Notifications/Email button. 
3. Locate the email you would like to schedule and click the Manage button. Emails with the schedule 'Notification Type' may be scheduled.
4. Select the Schedule New Release button.
5. Complete the forms.
   Release Date: Enter the date and time you would like the email to be sent.  and enter the beginning fiscal year into the "" field.
   Parameters: Enter fiscal_year YYYY (enter the first part of the fiscal year). For example, the fiscal year 2023-2024 should be formatted as fiscal_year 2023
   
6. Click Submit to save changes.
   
   The scheduled email you created will appear in the list. Click the Recipients button to view the recipients of the email, or click the Delete button to remove the scheduled email. Repeat steps 5–7 for each email notification or reminder you set up.