How to set up triggers for a check

What is a trigger

A trigger notifies users when specific events occur, such as when a check is marked missed or removed by someone.

Go to the Configure Portal and edit the desired check.
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.
💡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 check - People are assigned this check.
- 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.

Email Templates	Examples
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.

Triggers	Meaning	Examples
On Marked as Not Needed	A check is manually removed	Managers are notified of who removed the check and when it was removed.
On Missed	A check is marked as missed	The team is notified when checks are missed.
On Overdue	A check is overdue	Relevant users are notified of overdue checks.
On Submitted With Validation Errors	Issues are identified in the submitted check	Relevant users are notified of validation errors so necessary actions can be taken timely.

⚠️Please note

💡Did you know...?

You can manage your notification in the monitor portal by clicking on your name and selecting Manage Notifications.

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