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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 occur based on your subscriptions and then triggering certain conditions (as noted).

Notification

Type

Notification Sub-type

Notification Checkbox

Condition(s) for

Checkbox

Affected By Team Membership?

Conditions for Triggering Notification

Notification

Description

PROJECT

> Comment

> ☑️ Allow Response

NO

  1. Subscribed

AND user is a Contributor.Notifies user when

  1. to notification.

  2. Your user role is Contributor.

  3. Someone else sets a comment as “Response Enabled.”

Notifies you when a comment has “Response Enabled” activated.

User

NO

  1. Subscribed to notification.

  2. You did not create the comment

BUT has User

  1. .

  2. You previously added a response to the comment’s thread.

Notifies user whenever another comment response is added.

  1. Someone else adds another comment response after your comment response.

Notifies you whenever someone else adds another comment response after your comment response.

NO

  1. Subscribed to notification.

  2. You did not create the comment

BUT user is

  1. .

  2. You are currently assigned to the comment.

  3. Someone else adds a comment response.

Notifies

user whenever another comment response is added.User

you whenever someone else adds a comment response.

NO

  1. Subscribed to notification.

  2. You did not create the comment.

Notifies user when they

  1. You have been assigned to the comment.

Notifies you when you have been assigned to the comment.

User is

NO

  1. Subscribed to notification.

  2. You are currently assigned to the comment.

Notifies user when a

  1. Your comment assignment is marked

complete

  1. “complete” /

incomplete

  1. ”incomplete” by someone else

.User created the comment

  1. .

Notifies

user when another user marks the comment assignment as complete/incomplete.

PROJECT

Document Assignment

you when your comment assignment is marked “complete” / ”incomplete” by someone else.

NO

  1. Subscribed to notification.

  2. You created the comment.

  3. Someone else marks a comment assignment as “complete” / ”incomplete.”

Notifies you when someone else marks a comment assignment as “complete” / ”incomplete.”

PROJECT > Document Assignment > ☑️ Create (Assigned)

NO

  1. Subscribed

AND user is named

  1. to notification.

  2. You are listed as the Assignee.

Notifies

user

you whenever

they are tasked with

a document review assignment

by name

is created with you as the Assignee.

PROJECT

> Document Assignment > ☑️ Reassigned

Reassigned

NO

  1. Subscribed

AND user is named

  1. to notification.

  2. You are listed as the updated Assignee.

Notifies

user whenever they become the new assignee for

you whenever an existing document review assignment is updated to make you the new Assignee.

PROJECT

> Document Assignment

> ☑️ Status Updated to Active

NO

  1. Subscribed

AND is

  1. to notification.

  2. You are a project team member.

Notifies user

  1. 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

  1. Subscribed

AND is

  1. to notification.

  2. You are a project team member.

  3. An assignment status is changed to any value with the parent status "Approved."

Notifies

user

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

  1. Subscribed

AND is

  1. to notification.

  2. You are a project team member.

Notifies user

  1. 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

Subscribed AND is

NO

  1. Subscribed to notification.

  2. You are a project team member.

  3. An assignment status is changed to any value with the parent status "Not Started."

Notifies

user

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 AND is

NO

  1. Subscribed to notification.

  2. You are a project team member.

Notifies user

  1. 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

  1. Subscribed to notification.

Notifies user

  1. 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

CompleteSubscribed AND is

Complete

YES

  1. Subscribed to notification.

  2. You are a project team member.

Notifies user

  1. 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

Subscribed AND is

YES

  1. Subscribed to notification.

  2. You are a project team member.

  3. A project status is changed to any value with the parent status "Pass” or “Fail."

Notifies

user

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 > Project > ☑️ Status Changed to On Hold

Subscribed AND is

YES

  1. Subscribed to notification.

  2. You are a project team member.

Notifies user

  1. 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

  1. Subscribed

AND is

  1. to notification.

  2. You are a project team

member.Notifies user

  1. member.

  2. 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

Subscribed AND is

YES

  1. Subscribed to notification.

  2. You are a project team member.

Notifies user

  1. 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

Admin-role user

NO

  1. Subscribed to notification.

  2. Your user role is Administrator.

  3. Someone requests a new user account from login page.

Notifies

Admin

Administrators whenever someone requests a new user account from login page.

USER

> User Account

Create

Admin-role user

> ☑️ Create

NO

  1. Subscribed to notification.

  2. Your user role is Administrator.

  3. Someone creates a new user account.

Notifies

Admin

Administrators whenever someone creates a new user account (either from the Users page or API).

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.

...

Editing Users

User accounts can be edited at any time, though it’s recommended that the user is not currently logged into the system when making changes to their profiles to ensure their next login attempt reflects any change(s).

...