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      Warning Participants

      View a listing of Participants who have a Plan, Budget or Service Booking warning generated for them.

      View Listing

      Select the 'Warning Participants' tab from your Participant Listing
      or select 'Participant > Warning Participants' from your main menu

      Warning Participants listing

      The Warning Participants listing displays participants and their Plans which have triggered a warning in Planability. Warnings are generated when:
      • the % spend in any category (or Core Flexible) is greater than the % time passed in the Plan (shown as Over Budget).
      • the plan is within 50 days of expiry (shown with the number of days to expiry)
      • there are no Plan Managed Service Bookings created (shown as SB Alert).


      Plan Managers will be able to view only those Participants that have been associated with their user profile, unless they have elevated Participants permissions enabled on their account.

      As with all listings in Planability you can edit your column view, use the seach options and sort by column header.

      Warning Participants Reports - Daily and Weekly emails

      Daily and weekly emails are generated and sent to Directors and Plan Managers (with participant association).

      Expiring Plans report is generated when a plan is 90, 60 30 and 1 day from expiration.

      Warning Participants - daily email highlights any participants who may require attention due to pending expiry or potential budget issues.

      Note: To stop receiving Warning Participant emails, turn off Email Notifications on your profile. We would then recommend you monitor your Warning Participant Listing regularly.

       

      See: Low Budget Warnings