Adding recipients for Workflow email approvals

The Add Recipients function enables users to add new recipients and reviewers for a selected Workflow item.

To open the Add Recipients window, complete the following steps:

  1. Go to the Workflow module.
  • Important: If you are an administrator, make sure that you are in the main IBM® Maximo Inventory Optimization module and not the Administrator module.
  1. Select at least one Workflow item, or the button will not be enabled.
  2. From the upper right corner, select the Add recipients button to open the dialog box.
  3. Enter a name or email address of an existing recipient in the approver box. You can also add a guest recipient. Recipients can be added for all approval rank levels if more than one level exists. Newly added recipients have a workflow action that is created for each item- if the item doesn't exist at that rank level.
  4. Once recipients are added, an email is sent to recipients who are on the current approval rank, but not for any ranks above or below that level.
  5. You can edit the email message before sending it, or click Send to send it as is. A confirmation message appears to confirm that the email has been sent. If there are no recipients added to the current approval level, but for recipients higher or lower than in that level, then a confirmation message appears stating that no email has been sent.
Note: If a person is added to a rank that another workflow rule doesn't have, then it is ignored for the rule of that item.