Adding Recipients to a Schedule

The Add Recipients dialog is used to select the RL6 users who should be notified when files that meet the associated alert conditions are found or when conditions are met for the generation of a scheduled report. These can include users who do not have access to RL6. For each recipient, you must determine the scope of files available for the associated reports, file interchange jobs or alerts.

Prerequisites: The 'Schedules', 'Create Schedules' and 'Edit Schedules' role functions must be enabled.

To add recipients to a schedule:

1. From the Recipients tab of the Schedule dialog, click Add.
2. From the Assignment Type drop-down list, choose one of the following options:
   1. Individual - to add one or several users as direct subscribers to the Schedule. Here you will be able to search for a specific RL6 user, enter in external user details or add a static batch of users with a RoleAn attribute assigned to your user profile that determines the pages and functionality to which you have access in RL6. filter
   2. Role - to dynamically associate one or more Roles to the schedule
   3. User Group - to dynamically associate one or more User Groups to the schedule
3. Choose the specific recipient(s). Options vary depending on the Assignment Type selected. See Assignment Type options
3. Select a Run As Information setting to choose the scope of files used when the report, file interchange job or alert is run:
   1. Run as Creator – the user who created the schedule.
   2. Run as Recipient – the user selected in the Add a User as Recipient area.
   3. Run as this specific user – click the magnifying glass to choose a user (page 1).
4. (For AlertsA warning that is sent out in the form of an email and/or an in-system alert notification under defined circumstances (e.g. an abnormally high number of complaints or incidents are reported, a high severity incident occurs, or when a file is ignored for a given period of time). Alerts are created by your administrator and are triggered at defined intervals (e.g. daily, weekly, monthly). only) Select settings for Email and Alert View mediums:
   1. As per schedule - uses the schedule medium defined in the Content tab
   2. Yes - indicates to the system that this medium should be used, overriding the schedule medium
   3. No -- indicates to the system that this medium should not be used, overriding the schedule medium.
5. Click OK. In the Recipients grid list, a row is added for each individual and for each member of a user group or role assigned and all recipients will now receive the schedule notifications.

For more information, see also:

• Modifying Recipients in a Schedule
• Deleting Recipients in a Schedule

Table 11-2: Assignment Type options

Assignment Type	Image	Description
Individual	Selecting an RL6 user or external recipient:	When you choose Individual from the Assignment Type drop-down, choose an option: A user - if the individual is an RL6 user. Then, click the search icon to open the Select User dialog to find a RL6 user (Selecting a User for a Schedule). Non-user - if the individual is not an RL6 user. Type the first name, last name, title and email address for a user who does not have access to RL6.
Role		When you choose Role from the Assignment Type drop-down, the Associate Roles with the Schedule field appears. In this field: Click on the field to display the full list of roles or enter a portion of the name of the role. The system provides a list of roles in the drop-down matching your entry. Select an option. The role is entered into the field. Repeat these steps to add more roles. When a user is assigned to or unassigned from a role, they will be also be automatically added to or removed from the schedule accordingly.
User Group		When you choose User Group from the Assignment Type drop-down list, the Associate User Groups with the Schedule field appears. In this field: Click on the field to display the full list of user groups or enter a portion of the name of the group. The system provides a list of user groups in the drop-down matching your entry. Select an option. The user group is entered into the field. Repeat these steps to add more user groups. As Users are assigned or unassigned to the associated User Group(s), they will join or be removed from the schedules accordingly.