What is a trigger
A trigger notifies users when specific events occur, such as when an audit is marked as missed.
How do I set up a trigger for an audit
Go to the Configure Portal and edit the desired audit.
Go to Triggers and click Add Trigger.
Select a specific event. For example, if an alert should be sent out when an issue is identified, then select "On Submitted With Validation Errors".
Choose a notification type in the Activity drop-down.
Send Notification - A system notification will be generated and sent out.
Send Webhook - The event data will be sent to the attached URL.
Send Email - A email notification will be generated and sent out.
š”Please note that the email notification option is not available for every event.
Specify who should be notified about this event.
Users with access to the audit - People are assigned this audit.
User with the role - People who have specific roles.
User with the responsibility - People who are assigned specific responsibilities.
User with the role and responsibility - People who are assigned both specific roles and selected responsibilities.
An email template must be chosen on the Send Email option.
Standard Form Content - Questions and answers are included in the email.
Notification Content - A short message shows when this event takes place.
This email notification can also be sent to external parties by adding their email addresses.
When triggers are configured, any occurring event will automatically trigger the next-step activity.
Understand the most commonly used triggers
Triggers | Meaning | Examples |
On Missed | An audit is marked as missed | The team is notified when audits are missed. |
On Overdue | An audit is overdue | Relevant users are notified of overdue audits. |
On Submitted With Response | A specific response is provided to a selected question. | Managers are notified of specific serious issues. |
On Submitted With Validation Errors | Issues are identified in the submitted audit | Relevant users are notified of validation errors so necessary actions can be taken timely. |
On Closed With Grade | An audit is closed with a selected grade | Managers would like to be notified of any audits with a Fail outcome |
PDF Generated | A PDF report on this request is generated | Managers receive PDF reports to review the answers for a closed audit. |
ā ļøPlease note
Validations must be set up for validation-errorārelated events to function.
š”Did you know...?
You can manage your notification in the monitor portal by clicking on your name and selecting Manage Notifications.
āŗļø Have questions or need support? Reach out to us at email. We're here to help!