How Do I Add a Notification?
The system provides functionality that allows notifications to be created and sent to system users.
Notifications serve various purposes, such as:
- Informing system users about updates and changes to the system.
- Sending invitation emails to users who have been added to the system.
- Notifying administrators about document uploads.
It is important to ensure users are correctly assigned to the recipient group before creating a notification, so that it reaches the intended recipients.
This article includes step-by-step instructions on how to Add a Notification.
- On the left side menu, click Notifications.
- Click +Set Up Notification.
- In the General Details section, enter the Notification Name and Description.
- In the Email Configuration section, choose a Trigger from the dropdown menu.
- The selected trigger corresponds to a system action - for example, selecting 'User Created' will send an email notification when a new user is added to the system.
- Enter the Email Subject and Email Title.
- Enter the Email Body in the textbox.
- Select a Tag from the dropdown options. When the Tag is selected, click +Add Tag beside the dropdown options (you can add multiple Tags to the notification).
- Based on the chosen Trigger, this feature automatically determines the appropriate recipients for the email. For example, if the selected Trigger is 'User Created', the Tag dropdown will display options related to newly created users.
- In the Recipients section, choose the Recipients from the dropdown options.
- If you choose Location Administrators, Project Administrators or Project Managers from the dropdown, three options 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 only they receive the notification – a dropdown appears below where you can select specific recipients.
- If you want to exclude the recipients that you choose from receiving the notification – a dropdown appears below where you can select specific recipients.
- Select the Location Specific Notification(s) and Project Specific Notification(s) from the dropdown options. If no location or project is selected, the notification will be sent to all locations and projects on the system.
- Enter the CC and BCC into the textbox.
- Insert attachments by clicking on the white box or dragging and dropping the attachment to the white box.
- Click Save & Submit.
Accessing a Guide on Notifications
The system provides a guide on notifications which includes a list of all notifications and their description.
To Access a Guide on Notifications:
- On the left column, go to Notifications.
- Click Export Guide at the top right corner.
- The guide will automatically open in a separate window.
This is required before you can set up Notifications:
- Set up Administrators.
- Set up People.
- Set up Locations.
- Set up Projects.
- 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.