How Do I Add a Notification?
Notifications are used to inform recipients about updates or changes to the system. It is important to implement notifications as it can help keep people on the system up to date and know of any changes or compliance requirements that may be needed.
- On the left side menu, click ‘Notifications’.
- Click ‘+ Set Up Notification’.
- Enter the Notification Name, Description, Email Subject, and Email Title.
- Choose the Triggers and Recipients from the dropdown options.
If you choose Location Administrators, Project Administrators or Project Managers from the dropdown, three options will appear below where you can choose:
- If you want to send the notification to all of the recipients on the system.
- If you want to include the recipients that you choose so that they will only receive the notification – a dropdown will appear below where you can select specific recipients.
- If you want to exclude the recipients that you choose from receiving the notification – a dropdown will appear below where you can select specific recipients.
- Select the Location Specific Notification and Project Specific Notification from the dropdown options (you can select multiple).
- Enter the CC, BCC and Email Body.
- You can insert attachments by clicking on the white box or dragging and dropping the attachment to the white box.
- Click ‘Save & Submit’.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. name, subject, title, triggers and recipients.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. description, locations specific notification, project specific notification and email body.