Admin Users are able to create and manage the Notifications in their account. The area to do this can be accessed via the Settings Cog > Module > Notifications.
Notifications can be adjusted by filter, the recipients can be determined and which email template used is able to be selected.
CREATING A NEW NOTIFICATION
To create a new Notification, click the Add button on the Notification grid. The Module this is for and where this should be triggered from needs to be selected.
A Notification that is triggered when a new Injury record is added would be set as this:
Add in a name for this Notification Profile and select an Email Template to be used. Email Templates can be edited by Admin Users as required.
Choose from the Send To dropdown list for who this should be sent to.
Subscribed Users: Users will be able to check a corresponding box on their user page to be subscribed to this Notification.
Specified Emails: Manually type the email addresses needed. These can be users or an email address that is not a user. Separate emails with a comma or semicolon.
Confidential Users: This is the group of users who have access to confidential records (if this is set up in your account).
Injured Worker: This will send an email to the Injured Worker where an email address was added.
There are checkboxes that you can check on if needed.
Applies to Confidential: this will only be sent to records that have been marked as Confidential (if this is set up in your account).
Attach Form as PDF: A PDF version of the completed form will be attached to the Notification email.
Attach Attachments: If the form has an Attachments area, this will include any added attachments in the Notification email.
CONDITIONS
Notification Conditions Operator
This is to determine how the Conditions are applied in the below section.
Any = If any of the conditions are met, a Notification email will be sent
All = All of the listed conditions need to be met for a Notification email to be sent.
Conditions
There are a number of different conditions that can be used as filters for when the Notification is sent. This includes the Injury Key Fields (custom fields) in your account. Some key ones are:
On New Record = Yes – this will filter the Notification to only send when a new record is added
Policy – this allows you to filter by Policy selected. Multiple Policies can be selected using multiple Conditions with an Any Notification Condition Operator setting.
EDITING A NOTIFICATION
You are able to edit existing Notifications by finding the one you need on the register and selecting the three dots.