Page Comparison

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Navigate to Settings > Security > Users in the navigation panel.
Search for a user account by scrolling through or typing their email address directly into the email column header.
Click on (right-facing arrow) to open the user profile.
Click on the NOTIFICATIONS tab.
Check the box for 'Email notifications to...' at the top for the user.
1. If this box remains checked, the user will not receive notifications for any of the events selected in this tab.
Check the box next to any notification(s) that should trigger emails to this user.
Click the SAVE button to confirm these choices.

Info
Both the Admin(s) and the users themselves can update the Administrators can always update any user’s profile notifications. You can also update your own notification settings at any time while logged into EPR by clicking on (user profile) to open their your account profile and going to the NOTIFICATIONS tab.

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Notification Options

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Here is a breakdown of all available notification options and how they are triggered. Unless specifically stated, user role is not considered when determining who receives a notification. Instead, most notifications trigger occur based on subscription and meeting listed prerequisitesyour subscriptions and then triggering certain conditions (as noted).
Notification
Type
Notification Sub-type
Notification Checkbox
Condition(s) for Notification
Notification Description
Potentially Affected Users
PROJECT
Comment
Allow Response
Subscribed AND user is a Contributor.
Notifies user when
Checkbox
Affected By Team Membership?
Conditions for Triggering Notification
Notification
PROJECT > Comment > ☑️ Allow Response
NO
Subscribed to notification.
Your user role is Contributor.
Someone else sets a comment as “Response Enabled.”
Notifies you when a comment has “Response Enabled” activated.
Contributor
User
NO
Subscribed to notification.
You did not create the comment
BUT has
...
Subscribed.
...
You did not create the comment.
...
N/A
...
Notifies you when you have been assigned to the comment.
...
Subscribed.
...
You are currently assigned to the comment.
...
N/A
...
Notifies you when your comment assignment is marked “complete” / ”incomplete” by someone else.
...
Subscribed.
...
You created the comment.
...
N/A
...
Notifies you when someone else marks a comment assignment as “complete” / ”incomplete.”
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PROJECT > Document Assignment > ☑️ Create (Assigned)
...
Subscribed.
...
You are listed as the Assignee.
...
N/A
...
Notifies you whenever a document review assignment is created with you as the Assignee.
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PROJECT > Document Assignment > ☑️ Reassigned
...
Subscribed.
...
You are listed as the Assignee.
...
N/A
...
Notifies you whenever an existing document review assignment is updated to make you the new Assignee.
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PROJECT > Document Assignment > ☑️ Status Updated to Active
...
Subscribed.
...
You are a project team member.
...
N/A
...
Notifies you whenever an assignment status is changed to any value with the parent status "Active." (These are assignments currently in review.)
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PROJECT > Document Assignment > ☑️ Status Updated to Approved
...
Subscribed.
...
You are a project team member.
...
N/A
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Notifies you whenever an assignment status is changed to any value with the parent status "Approved." (These are approved assignments.)
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PROJECT > Document Assignment > ☑️ Status Updated to Canceled
...
Subscribed.
...
You are a project team member.
...
N/A
...
Notifies you whenever an assignment status is changed to any value with the parent status "Canceled." (These assignments are not needed.)
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PROJECT > Document Assignment > ☑️ Status Updated to Not Started
...
Subscribed.
...
You are a project team member.
...
N/A
...
Notifies you whenever an assignment status is changed to any value with the parent status "Not Started." (Review for these assignments has not yet started.)
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PROJECT > Document Assignment > ☑️ Status Updated to Rejected
...
Subscribed.
...
You are a project team member.
...
N/A
...
Notifies you whenever an assignment status is changed to any value with the parent status "Rejected." (These assignments require resubmittal.)
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PROJECT > Project > ☑️ Document Awaiting Intake
...
Subscribed.
...
N/A
...
N/A
...
Notifies you whenever a document is on the Intake tab and requires assignments to be created.
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PROJECT > Project > ☑️ Status Changed to Cycle Complete
...
Subscribed.
...
You are a project team member.
...
N/A
...
Notifies you whenever a project status is changed to any value with the parent status "Cycle Complete." (This project review cycle is done.)
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PROJECT > Project > ☑️ Status Changed to Finished
...
Subscribed.
...
You are a project team member.
...
N/A
...
Notifies you whenever a project status is changed to any value with the parent status "Pass" or "Fail." (This project has been approved or requires resubmittal.)
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PROJECT > Project > ☑️ Status Changed to On Hold
...
Subscribed.
...
You are a project team member.
...
N/A
...
Notifies you whenever a project status is changed to any value with the parent status "On Hold." (Work on this project has been paused.)
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PROJECT > Project > ☑️ Status Changed to Open
...
Subscribed.
...
You are a project team member.
...
N/A
...
Notifies you whenever a project status is changed to any value with the parent status "Open." (This project is undergoing review.)
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PROJECT > Project > ☑️ Status Changed to Withdrawn
...
Subscribed.
...
You are a project team member.
...
N/A
...
Notifies you whenever a project status is changed to any value with the parent status "Withdrawn." (Work on this project has been canceled.)
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USER > Auth > ☑️ New User Request
...
Subscribed.
...
You must be an Administrator.
...
N/A
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Notifies Administrators whenever someone requests a new user account from login page.
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USER > User Account > ☑️ Create
...
Subscribed.
...
You must be an Administrator.
...
N/A
...
Notifies Administrators whenever someone creates a new user account (either from the Users page or API).
Info
Some notifications do not require users to subscribe in order to receive them. For example, if a user created a comment, they will be notified when another user replies regardless of whether they are subscribed to a comment event (as long as they have Email notifications to… selected).
Note
Note that Project notifications will only trigger for users who are involved in the project as project team members (users named to a specific review assignment or just users added to the project through the DETAILS > Team subsection).
Option 4
Here is a breakdown of all available notification options and how they are triggered. Unless specifically stated, user role is not considered when determining who receives a notification. Instead, most notifications trigger based on subscription and meeting listed prerequisites.
...
Notification Checkbox
...
Pre-requisites and/or Triggering Events
...
Type of Notification
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PROJECT > Comment > ☑️ Allow Response
...
You are subscribed to this notification and you are a Contributor.
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Notifies you when a comment has “Response Enabled” activated.
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You are subscribed to this notification, you did not create the comment, and You have previously added a response to the comment thread.
...
Notifies you whenever someone else adds another comment response after your comment response.
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You are subscribed to this notification, you did not create the comment, and you are currently assigned to the comment.
...
Notifies you whenever someone else adds a comment response.
...
You are subscribed to this notification and you did not create the comment.
...
Notifies you when you have been assigned to the comment.
...
You are subscribed to this notification and you are currently assigned to the comment.
...
Notifies you when your comment assignment is marked “complete” / ”incomplete” by someone else.
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You are subscribed to this notification and and you created the comment.
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Notifies you when someone else marks a comment assignment as “complete” / ”incomplete.”
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PROJECT > Document Assignment > ☑️ Create (Assigned)
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You are subscribed to this notification and you are listed as the Assignee.
...
Notifies you whenever a document review assignment is created with you as the Assignee.
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PROJECT > Document Assignment > ☑️ Reassigned
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You are subscribed to this notification and you are listed as the Assignee.
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Notifies you whenever an existing document review assignment is updated to make you the new Assignee.
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PROJECT > Document Assignment > ☑️ Status Updated to Active
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You are subscribed to this notification and you are a project team member.
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Notifies you whenever an assignment status is changed to any value with the parent status "Active." (These are assignments currently in review.)
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PROJECT > Document Assignment > ☑️ Status Updated to Approved
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You are subscribed to this notification and you are a project team member.
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Notifies you whenever an assignment status is changed to any value with the parent status "Approved." (These are approved assignments.)
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PROJECT > Document Assignment > ☑️ Status Updated to Canceled
...
You are subscribed to this notification and you are a project team member.
...
Notifies you whenever an assignment status is changed to any value with the parent status "Canceled." (These assignments are not needed.)
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PROJECT > Document Assignment > ☑️ Status Updated to Not Started
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You are subscribed to this notification and you are a project team member.
...
Notifies you whenever an assignment status is changed to any value with the parent status "Not Started." (Review for these assignments has not yet started.)
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PROJECT > Document Assignment > ☑️ Status Updated to Rejected
...
Subscribed AND is a project team member.
...
Notifies you whenever an assignment status is changed to any value with the parent status "Rejected." (These assignments require resubmittal.)
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PROJECT > Project > ☑️ Document Awaiting Intake
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You are subscribed to this notification.
...
Notifies you whenever a document is on the Intake tab and requires assignments to be created.
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PROJECT > Project > ☑️ Status Changed to Cycle Complete
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You are subscribed to this notification and you are a project team member.
...
Notifies you whenever a project status is changed to any value with the parent status "Cycle Complete." (This project review cycle is done.)
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PROJECT > Project > ☑️ Status Changed to Finished
...
You are subscribed to this notification and you are a project team member.
...
Notifies you whenever a project status is changed to any value with the parent status "Pass" or "Fail." (This project has been approved or requires resubmittal.)
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PROJECT > Project > ☑️ Status Changed to On Hold
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You are subscribed to this notification and you are a project team member.
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Notifies you whenever a project status is changed to any value with the parent status "On Hold." (Work on this project has been paused.)
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PROJECT > Project > ☑️ Status Changed to Open
...
You are subscribed to this notification and you are a project team member.
...
Notifies you whenever a project status is changed to any value with the parent status "Open." (This project is undergoing review.)
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PROJECT > Project > ☑️ Status Changed to Withdrawn
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You are subscribed to this notification and you are a project team member.
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Notifies you whenever a project status is changed to any value with the parent status "Withdrawn." (Work on this project has been canceled.)
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USER > Auth > ☑️ New User Request
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You are subscribed to this notification and you are an Administrator.
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Notifies Administrators whenever someone requests a new user account from login page.
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USER > User Account > ☑️ Create
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You are subscribed to this notification and you are an Administrator.
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Notifies Administrators whenever someone creates a new user account (either from the Users page or API).
Option 6
Here is a breakdown of all available notification options and how they are triggered. Unless specifically stated, user role is not considered when determining who receives a notification. Instead, most notifications trigger based on subscription and meeting listed prerequisites.
Notification
Pre-requisite 1
Prerequisite 2
Prerequisite 3
Notification Checkbox
Notifies you when a comment has “Response Enabled” activated.
Subscribed.
You must be a Contributor.
N/A
PROJECT > Comment > ☑️ Allow Response
.
You previously added a response to the comment’s thread.
Notifies user whenever another comment response is added.
Administrator, Project Coordinator, Project Manager, Group Manager, Reviewer, Contributor
User did not create the comment BUT user is currently assigned to the comment.
Notifies user whenever another comment response is added.
Administrator, Project Coordinator, Project Manager, Group Manager, Reviewer, Contributor
User did not create the comment.
Notifies user when they have been assigned to the comment.
Administrator, Project Coordinator, Project Manager, Group Manager, Reviewer, Contributor
User is currently assigned to the comment.
Notifies user when a comment assignment is marked complete/incomplete by someone else.
Administrator, Project Coordinator, Project Manager, Group Manager, Reviewer, Contributor
User created the comment.
Notifies user when another user marks the comment assignment as complete/incomplete.
Administrator, Project Coordinator, Project Manager, Group Manager, Reviewer
PROJECT
Document Assignment
Create (Assigned)
Subscribed AND user is named Assignee.
Notifies user whenever they are tasked with a review assignment by name.
Administrator, Project Coordinator, Project Manager, Group Manager, Reviewer
PROJECT
Document Assignment
Reassigned
Subscribed AND user is named Assignee.
Notifies user whenever they become the new assignee for an existing review assignment.
Administrator, Project Coordinator, Project Manager, Group Manager, Reviewer
PROJECT
Document Assignment
Status Updated to Active
Subscribed AND is a project team member.
Notifies user whenever an assignment status is changed to any value with the parent status "Active." (These are assignments currently in review.)
Administrator, Project Coordinator, Project Manager, Group Manager, Reviewer
PROJECT
Document Assignment
Status Updated to Approved
Subscribed AND is a project team member.
Notifies user whenever an assignment status is changed to any value with the parent status "Approved." (These are approved assignments.)
Administrator, Project Coordinator, Project Manager, Group Manager, Reviewer
PROJECT
Document Assignment
Status Updated to Canceled
Subscribed AND is a project team member.
Notifies user whenever an assignment status is changed to any value with the parent status "Canceled." (These assignments are not needed.)
Administrator, Project Coordinator, Project Manager, Group Manager, Reviewer
PROJECT
Document Assignment
Status Updated to Not Started
Subscribed AND is a project team member.
Notifies user whenever an assignment status is changed to any value with the parent status "Not Started." (Review for these assignments has not yet started.)
Administrator, Project Coordinator, Project Manager, Group Manager, Reviewer
PROJECT
Document Assignment
Status Updated to Rejected
Subscribed AND is a project team member.
Notifies user whenever an assignment status is changed to any value with the parent status "Rejected." (These assignments require resubmittal.)
Administrator, Project Coordinator, Project Manager, Group Manager, Reviewer
PROJECT
-
Document Awaiting Intake
Subscribed
Notifies user whenever a document on the Intake tab requires assignments to be created.
Administrator, Project Coordinator, Project Manager, Group Manager, Reviewer
PROJECT
-
Status Changed to Cycle Complete
Subscribed AND is a project team member.
Notifies user whenever a project status is changed to any value with the parent status "Cycle Complete." (This project review cycle is done.)
Administrator, Project Coordinator, Project Manager, Group Manager, Reviewer
PROJECT
-
Status Changed to Finished
Subscribed AND is a project team member.
Notifies user whenever a project status is changed to any value with the parent status "Pass" or "Fail." (This project has been approved or requires resubmittal.)
Administrator, Project Coordinator, Project Manager, Group Manager, Reviewer
PROJECT
-
Status Changed to On Hold
Subscribed AND is a project team member.
Notifies user whenever a project status is changed to any value with the parent status "On Hold." (Work on this project has been paused.)
Administrator, Project Coordinator, Project Manager, Group Manager, Reviewer
PROJECT
-
Status Changed to Open
Subscribed AND is a project team member.
Notifies user whenever a project status is changed to any value with the parent status "Open." (This project is undergoing review.)
Administrator, Project Coordinator, Project Manager, Group Manager, Reviewer
PROJECT
-
Status Changed to Withdrawn
Subscribed AND is a project team member.
Notifies user whenever a project status is changed to any value with the parent status "Withdrawn." (Work on this project has been canceled.)
Administrator, Project Coordinator, Project Manager, Group Manager, Reviewer
USER
Auth
New User Request
Admin-role user.
Notifies Admin whenever someone requests a new user account from login page.
Administrator, Read-Only
USER
User Account
Create
Admin-role user.
Notifies Admin whenever someone creates a new user account (either from the Users page or API).
Administrator, Read-Only
Info
Some notifications do not require users to subscribe in order to receive them. For example, if a user created a comment, they will be notified when another user replies regardless of whether they are subscribed to a comment event (as long as they have Email notifications to… selected).
Note
Note that Project notifications will only trigger for users who are involved in the project as project team members (users named to a specific review assignment or just users added to the project through the DETAILS > Team subsection).
Option 2
Here is a breakdown of all available notification options and how they are triggered. Unless specifically stated, user role is not considered when determining who receives a notification. Instead, most notifications trigger based on subscription and meeting listed prerequisites.
...
Notification Checkbox
...
Pre-requisite Condition(s)
...
Notification
...
PROJECT > Comment > ☑️ Allow Response
...
Subscribed to notification.
Your user role is Contributor.
...
Notifies you when a comment has “Response Enabled” activated.
...
Subscribed to notification.
You did not create the comment.
You previously added a response to the comment’s thread.
...
Notifies you whenever someone else adds another comment response after your comment response.
...
Subscribed to notification.
You did not create the comment.
You are currently assigned to the comment.
...
Notifies you whenever someone else adds a comment response.
...
Subscribed to notification.
You did not create the comment.
...
Notifies you when you have been assigned to the comment.
...
Subscribed to notification.
You are currently assigned to the comment.
...
Notifies you when your comment assignment is marked “complete” / ”incomplete” by someone else.
...
Subscribed to notification.
You created the comment.
...
Notifies you when someone else marks a comment assignment as “complete” / ”incomplete.”
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PROJECT > Document Assignment > ☑️ Create (Assigned)
...
Subscribed to notification.
You are listed as the Assignee.
...
Notifies you whenever a document review assignment is created with you as the Assignee.
...
PROJECT > Document Assignment > ☑️ Reassigned
...
Subscribed to notification.
You are listed as the Assignee.
...
Notifies you whenever an existing document review assignment is updated to make you the new Assignee.
...
PROJECT > Document Assignment > ☑️ Status Updated to Active
...
Subscribed to notification.
You are a project team member.
...
Notifies you whenever an assignment status is changed to any value with the parent status "Active." (These are assignments currently in review.)
...
PROJECT > Document Assignment > ☑️ Status Updated to Approved
...
Subscribed to notification.
You are a project team member.
...
Notifies you whenever an assignment status is changed to any value with the parent status "Approved." (These are approved assignments.)
...
PROJECT > Document Assignment > ☑️ Status Updated to Canceled
...
Subscribed to notification.
You are a project team member.
...
Notifies you whenever an assignment status is changed to any value with the parent status "Canceled." (These assignments are not needed.)
...
PROJECT > Document Assignment > ☑️ Status Updated to Not Started
...
Subscribed to notification.
You are a project team member.
...
Notifies you whenever an assignment status is changed to any value with the parent status "Not Started." (Review for these assignments has not yet started.)
...
PROJECT > Document Assignment > ☑️ Status Updated to Rejected
...
Subscribed to notification.
You are a project team member.
...
Notifies you whenever an assignment status is changed to any value with the parent status "Rejected." (These assignments require resubmittal.)
...
PROJECT > Project > ☑️ Document Awaiting Intake
...
Subscribed to notification.
...
Notifies you whenever a document is on the Intake tab and requires assignments to be created.
...
PROJECT > Project > ☑️ Status Changed to Cycle Complete
...
Subscribed to notification.
You are a project team member.
...
Notifies you whenever a project status is changed to any value with the parent status "Cycle Complete." (This project review cycle is done.)
...
PROJECT > Project > ☑️ Status Changed to Finished
...
Subscribed to notification.
You are a project team member.
...
Notifies you whenever a project status is changed to any value with the parent status "Pass" or "Fail." (This project has been approved or requires resubmittal.)
...
PROJECT > Project > ☑️ Status Changed to On Hold
...
Subscribed to notification.
You are a project team member.
...
Notifies you whenever a project status is changed to any value with the parent status "On Hold." (Work on this project has been paused.)
...
PROJECT > Project > ☑️ Status Changed to Open
...
Subscribed to notification.
You are a project team member.
...
Notifies you whenever a project status is changed to any value with the parent status "Open." (This project is undergoing review.)
...
PROJECT > Project > ☑️ Status Changed to Withdrawn
...
Subscribed to notification.
You are a project team member.
...
Notifies you whenever a project status is changed to any value with the parent status "Withdrawn." (Work on this project has been canceled.)
...
USER > Auth > ☑️ New User Request
...
Subscribed to notification.
Your user role is Administrator.
...
Notifies Administrators whenever someone requests a new user account from login page.
...
USER > User Account > ☑️ Create
...
Subscribed to notification.
Your user role is Administrator.
...
Notifies Administrators whenever someone creates a new user account (either from the Users page or API).
Info
Some notifications do not require users to subscribe in order to receive them. For example, if a user created a comment, they will be notified when another user replies regardless of whether they are subscribed to a comment event (as long as they have Email notifications to… selected).
Note
Note that Project notifications will only trigger for users who are involved in the project as project team members (users named to a specific review assignment or just users added to the project through the DETAILS > Team subsection).
Option 3
Here is a breakdown of all available notification options and how they are triggered. Unless specifically stated, user role is not considered when determining who receives a notification. Instead, most notifications trigger based on subscription and meeting listed prerequisites.
...
Notification Checkbox
...
Pre-requisite 1
...
Prerequisite 2
...
Prerequisite 3
...
Notification
...
PROJECT > Comment > ☑️ Allow Response
...
Subscribed.
...
You must be a Contributor.
...
N/A
...
Notifies you when a comment has “Response Enabled” activated.
...
Subscribed.
...
You did not create the comment.
...
You have previously added a response to the comment thread.
...
Notifies you whenever someone else adds another comment response after your comment response.
Subscribed.
...
You did not create the comment.
...
You are currently assigned to the comment.
...
Notifies you whenever someone else adds a comment response.
Someone else adds another comment response after your comment response.
Notifies you whenever someone else adds another comment response after your comment response.
NO
Subscribed to notification.
You did not create the comment.
You
have previously added a response
are currently assigned to the comment
thread
.
Someone else adds a comment response.
Notifies you whenever someone else adds a comment response.
NO
Subscribed to notification.
You did not create the comment.
You
are currently
have been assigned to the comment.
Notifies you when you have been assigned to the comment.
NO
Subscribed to notification.
You
did not create
are currently assigned to the comment.
N/A
Your comment assignment is marked “complete” / ”incomplete” by someone else.
Notifies you when your comment assignment is marked “complete” / ”incomplete” by someone else.
NO
Subscribed to notification.
You
are currently assigned to
created the comment.
N/A
Someone else marks a comment assignment as “complete” / ”incomplete.”
Notifies you when someone else marks a comment assignment
as “complete” / ”incomplete.”
Subscribed.
You created the comment.
N/A
as “complete” / ”incomplete.”
PROJECT > Document Assignment > ☑️ Create (Assigned)
NO
Subscribed to notification.
You are listed as the Assignee.
Notifies you whenever a document review assignment is created with you as the Assignee.
PROJECT > Document Assignment > ☑️ Reassigned
NO
Subscribed to notification.
You are listed as the updated Assignee.
N/A
PROJECT > Document Assignment > ☑️ Create (Assigned)
Notifies you whenever an existing document review assignment is updated to make you
the new Assignee.
Subscribed.
You are listed as the Assignee.
N/A
the new Assignee.
PROJECT > Document Assignment > ☑️
ReassignedPROJECT > Document Assignment > ☑️ Status Updated to Active
Status Updated to Active
NO
Subscribed to notification.
You are a project team member.
An assignment status is changed to any value with the parent status "Active."
Notifies you whenever an assignment status is changed to any value with the parent status "Active." (These are assignments currently in review.)
PROJECT > Document Assignment > ☑️ Status Updated to Approved
NO
Subscribed to notification.
You are a project team member.
N/A
PROJECT > Document Assignment > ☑️ Status Updated to Approved
An assignment status is changed to any value with the parent status "Approved."
Notifies you whenever an assignment status is changed to any value with the parent status "Approved." (These are approved assignments.)
PROJECT > Document Assignment > ☑️ Status Updated to Canceled
NO
Subscribed to notification.
You are a project team member.
N/A
PROJECT > Document Assignment > ☑️ Status Updated to Canceled
An assignment status is changed to any value with the parent status "Canceled."
Notifies you whenever an assignment status is changed to any value with the parent status "Canceled." (These assignments are not needed.)
PROJECT > Document Assignment > ☑️ Status Updated to Not Started
NO
Subscribed to notification.
You are a project team member.
N/A
An assignment status is changed to any value with the parent status "Not Started."
Notifies you whenever an assignment status is changed to any value with the parent status "Not Started." (Review for these assignments has not yet started.
)PROJECT > Document Assignment > ☑️ Status Updated to Not Started
)
PROJECT > Document Assignment > ☑️ Status Updated to Rejected
NO
Subscribed to notification.
You are a project team member.
N/A
PROJECT > Document Assignment > ☑️ Status Updated to Rejected
An assignment status is changed to any value with the parent status "Rejected."
Notifies you whenever an assignment status is changed to any value with the parent status "Rejected." (These assignments require resubmittal.)
PROJECT > Project > ☑️ Document Awaiting Intake
NO
Subscribed to notification.
You are a project team member.
N/A
PROJECT > Project > ☑️ Document Awaiting Intake
A document is on the Intake tab and requires assignments to be created.
Notifies you whenever a document is on the Intake tab and requires assignments to be created.
PROJECT > Project > ☑️ Status Changed to Cycle Complete
YES
Subscribed to notification.
N/A
N/A
PROJECT > Project > ☑️ Status Changed to Cycle Complete
You are a project team member.
A project status is changed to any value with the parent status "Cycle Complete."
Notifies you whenever a project status is changed to any value with the parent status "Cycle Complete." (This project review cycle is done.)
PROJECT > Project > ☑️ Status Changed to Finished
YES
Subscribed to notification.
You are a project team member.
N/A
PROJECT > Project > ☑️ Status Changed to Finished
A project status is changed to any value with the parent status "Pass” or “Fail."
Notifies you whenever a project status is changed to any value with the parent status "Pass" or "Fail." (This project has been approved or requires resubmittal.)
PROJECT > Project > ☑️ Status Changed to On Hold
YES
Subscribed to notification.
You are a project team member.
N/A
PROJECT > Project > ☑️ Status Changed to On Hold
A project status is changed to any value with the parent status "On Hold."
Notifies you whenever a project status is changed to any value with the parent status "On Hold." (Work on this project has been paused.)
PROJECT > Project > ☑️ Status Changed to Open
YES
Subscribed to notification.
You are a project team member.
N/A
PROJECT > Project > ☑️ Status Changed to Open
A project status is changed to any value with the parent status "Open."
Notifies you whenever a project status is changed to any value with the parent status "Open." (This project is undergoing review.)
PROJECT > Project > ☑️ Status Changed to Withdrawn
YES
Subscribed to notification.
You are a project team member.
N/A
PROJECT > Project > ☑️ Status Changed to Withdrawn
A project status is changed to any value with the parent status "Withdrawn.”
Notifies you whenever a project status is changed to any value with the parent status "Withdrawn." (Work on this project has been canceled.)
USER > Auth > ☑️ New User Request
NO
Subscribed to notification.
You are a project team member.
N/A
USER > Auth > ☑️ New User Request
Your user role is Administrator.
Someone requests a new user account from login page.
Notifies Administrators whenever someone requests a new user account from login page.
USER > User Account > ☑️ Create
NO
Subscribed to notification.
You must be an Administrator.
N/A
Your user role is Administrator.
Someone creates a new user account.
Notifies Administrators whenever someone creates a new user account (either from the Users page or API)
.
Subscribed.
You must be an Administrator
.
N/A
USER > User Account > ☑️ Create
Info
Some notifications do not require
...
you to subscribe in order to receive them. For example
...
: after you create a comment,
...
you will receive notifications whenever another user adds a response to that comment regardless of whether
...
you are subscribed to a comment event (as long as
...
you have the generic Email notifications to… option selected in your profile).
Note
Note that Project notifications will only trigger for
...
you if you are involved in the project as a project team
...
member.
...

Recommended Notifications

...

User Role

Description

Example(s)

Administrators

Any event notifications, but especially those related to User administrative functions such as new user requests and the creation of user accounts to ensure that Admins are keeping track of licenses and who has access to their EPR environment.

Info
Auth and User Account notification options are only available to the Administrator.

Project Coordinators

Any notifications related to intake, assignment creation, reassignment, assignment status changes, and/or project status changes since these allow staff to track application progress and trigger additional workflow steps as appropriate.

Info
Select Status Changed to Cycle Complete to know when all reviewers have completed a current review cycle for an application.

Reviewers, Group Managers, and/or Project Managers

Notifications informing a user someone that a plan review assignment or reassignment has been created for the userthem.

Contributors

Select the Allow Response notification to ensure that whenever a comment within their project application has ‘Response Enabled’ set, the contributor will be notifiedallow for a variety of comment response-related notifications to trigger as explained in the Notifications Options table.

Versions Compared

Old Version 1

New Version 2

Key

Notification Options

Recommended Notifications


NO	Subscribed to notification. You did not create the comment

Someone else adds another comment response after your comment response.	Notifies you whenever someone else adds another comment response after your comment response.
NO	Subscribed to notification. You did not create the comment. You

. Someone else adds a comment response.	Notifies you whenever someone else adds a comment response.
NO	Subscribed to notification. You did not create the comment. You

have been assigned to the comment.	Notifies you when you have been assigned to the comment.
NO	Subscribed to notification. You

Your comment assignment is marked “complete” / ”incomplete” by someone else.	Notifies you when your comment assignment is marked “complete” / ”incomplete” by someone else.
NO	Subscribed to notification. You

as “complete” / ”incomplete.”
PROJECT > Document Assignment > ☑️ Create (Assigned)	NO	Subscribed to notification. You are listed as the Assignee.	Notifies you whenever a document review assignment is created with you as the Assignee.
PROJECT > Document Assignment > ☑️ Reassigned	NO	Subscribed to notification. You are listed as the updated Assignee.

Status Updated to Active	NO	Subscribed to notification. You are a project team member. An assignment status is changed to any value with the parent status "Active."	Notifies you whenever an assignment status is changed to any value with the parent status "Active." (These are assignments currently in review.)
PROJECT > Document Assignment > ☑️ Status Updated to Approved	NO	Subscribed to notification. You are a project team member.

An assignment status is changed to any value with the parent status "Approved."	Notifies you whenever an assignment status is changed to any value with the parent status "Approved." (These are approved assignments.)
PROJECT > Document Assignment > ☑️ Status Updated to Canceled	NO	Subscribed to notification. You are a project team member.

An assignment status is changed to any value with the parent status "Rejected."	Notifies you whenever an assignment status is changed to any value with the parent status "Rejected." (These assignments require resubmittal.)
PROJECT > Project > ☑️ Document Awaiting Intake	NO	Subscribed to notification.

A document is on the Intake tab and requires assignments to be created.	Notifies you whenever a document is on the Intake tab and requires assignments to be created.
PROJECT > Project > ☑️ Status Changed to Cycle Complete	YES	Subscribed to notification.

You are a project team member. A project status is changed to any value with the parent status "Cycle Complete."	Notifies you whenever a project status is changed to any value with the parent status "Cycle Complete." (This project review cycle is done.)
PROJECT > Project > ☑️ Status Changed to Finished	YES	Subscribed to notification. You are a project team member.

A project status is changed to any value with the parent status "Pass” or “Fail."	Notifies you whenever a project status is changed to any value with the parent status "Pass" or "Fail." (This project has been approved or requires resubmittal.)
PROJECT > Project > ☑️ Status Changed to On Hold	YES	Subscribed to notification. You are a project team member.

A project status is changed to any value with the parent status "Withdrawn.”	Notifies you whenever a project status is changed to any value with the parent status "Withdrawn." (Work on this project has been canceled.)
USER > Auth > ☑️ New User Request	NO	Subscribed to notification.

Your user role is Administrator. Someone requests a new user account from login page.	Notifies Administrators whenever someone requests a new user account from login page.
USER > User Account > ☑️ Create	NO	Subscribed to notification.