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  1. Navigate to Settings > Security > Users in the navigation panel.

  2. Search for a user account by scrolling through or typing their email address directly into the email column header.

  3. Click on (blue star) (right-facing arrow) to open the user profile.

  4. Click on the NOTIFICATIONS tab.

  5. 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.

  6. Check the box next to any notification(s) that should trigger emails to this user.

  7. 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 (blue star) (user profile) to open their your account profile and going to the NOTIFICATIONS tab.

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Notification Options

Option 1

Here is a breakdown of all available The following table breaks down user 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 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 comment has “Response Enabled” activated.

...

Contributor

...

User did not create the comment BUT has 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

...

  1. Subscribed to notification.

  2. Your user role is Contributor.

...

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

...

  1. Subscribed to notification.

  2. You did not create the comment.

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

...

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

...

  1. Subscribed to notification.

  2. You did not create the comment.

  3. You are currently assigned to the comment.

...

Notifies you whenever someone else adds a comment response.

...

  1. Subscribed to notification.

  2. You did not create the comment.

...

Notifies you when you have been assigned to the comment.

...

  1. Subscribed to notification.

  2. You are currently assigned to the comment.

...

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

...

  1. Subscribed to notification.

  2. You created the comment.

...

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

...

PROJECT > Document Assignment > ☑️ Create (Assigned)

...

  1. Subscribed to notification.

  2. You are listed as the Assignee.

...

Notifies you whenever a document review assignment is created with you as the Assignee.

...

PROJECT > Document Assignment > ☑️ Reassigned

...

  1. Subscribed to notification.

  2. 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

...

  1. Subscribed to notification.

  2. 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

...

  1. Subscribed to notification.

  2. 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.)

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PROJECT > Document Assignment > ☑️ Status Updated to Canceled

...

  1. Subscribed to notification.

  2. 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

...

  1. Subscribed to notification.

  2. 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

...

  1. Subscribed to notification.

  2. 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

...

  1. 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

...

  1. Subscribed to notification.

  2. 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

...

  1. Subscribed to notification.

  2. 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

...

  1. Subscribed to notification.

  2. 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

...

  1. Subscribed to notification.

  2. 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

...

  1. Subscribed to notification.

  2. 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.)

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USER > Auth > ☑️ New User Request

...

  1. Subscribed to notification.

  2. Your user role is Administrator.

...

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

...

USER > User Account > ☑️ Create

...

  1. Subscribed to notification.

  2. 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.

...

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.”

...

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.

...

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.

...

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.)

...

PROJECT > Document Assignment > ☑️ Status Updated to Approved

...

Subscribed.

...

You are a project team member.

...

N/A

...

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.

...

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.)

...

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.)

...

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.)

...

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.

...

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.)

...

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.)

...

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.)

...

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.)

...

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.)

...

USER > Auth > ☑️ New User Request

...

Subscribed.

...

You must be an Administrator.

...

N/A

...

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

...

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

...

PROJECT > Comment > ☑️ Allow Response

...

You are subscribed to this notification and you are a Contributor.

...

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

...

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.

...

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.

...

You are subscribed to this notification and and you created the comment.

...

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

...

PROJECT > Document Assignment > ☑️ Create (Assigned)

...

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.

...

PROJECT > Document Assignment > ☑️ Reassigned

...

You are subscribed to this notification and 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

...

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 "Active." (These are assignments currently in review.)

...

PROJECT > Document Assignment > ☑️ Status Updated to Approved

...

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 "Approved." (These are approved assignments.)

...

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.)

...

PROJECT > Document Assignment > ☑️ Status Updated to Not Started

...

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.)

...

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.)

...

PROJECT > Project > ☑️ Document Awaiting Intake

...

You are subscribed to this notification.

...

Notifies you whenever a document is on the Intake tab and requires assignments to be created.

...

PROJECT > Project > ☑️ Status Changed to Cycle Complete

...

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.)

...

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.)

...

PROJECT > Project > ☑️ Status Changed to On Hold

...

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 "On Hold." (Work on this project has been paused.)

...

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.)

...

PROJECT > Project > ☑️ Status Changed to Withdrawn

...

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 "Withdrawn." (Work on this project has been canceled.)

...

USER > Auth > ☑️ New User Request

...

You are subscribed to this notification and you are an Administrator.

...

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

...

USER > User Account > ☑️ Create

...

You are subscribed to this notification and you are an Administrator.

...

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

...

Note that unlike permissions, notifications are configured per user rather than per user role. This allows individual staff members who may share a role but do not necessarily want/need the same amount of notifications to specify for which events they want to receive emails.

Except where stated, a specific user role is not a condition for receiving a notification. Instead, most notifications occur based on your subscriptions and meeting a set of conditions (as noted).

Notification Checkbox

Affected By Team Membership?

Conditions for Triggering Notification

Notification

PROJECT > Comment > ☑️ Allow Response

NO

  1. Subscribed 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.

NO

  1. Subscribed to notification.

  2. You did not create the comment.

  3. You

must be a Contributor.

N/A

PROJECT > Comment > ☑️ Allow Response
  1. previously added a response to the comment’s thread.

  2. 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.

  3. You

have previously added a response
  1. are currently assigned to the comment

thread
  1. .

  2. Someone else adds a comment response.

Notifies you whenever someone else adds a comment response.

NO

  1. Subscribed to notification.

  2. You did not create the comment.

  3. You

are currently
  1. have been assigned to the comment.

Notifies you when you have been assigned to the comment.

NO

  1. Subscribed to notification.

  2. You

did not create
  1. are currently assigned to the comment.

N/A
  1. Your comment assignment is marked “complete” / ”incomplete” by someone else.

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

NO

  1. Subscribed to notification.

  2. You

are currently assigned to
  1. created the comment.

N/A
  1. 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 to notification.

  2. You

created
  1. are listed as the

comment
  1. Assignee.

N/A

Notifies you whenever a document review assignment is created with you as the Assignee.

PROJECT > Document Assignment > ☑️ Reassigned

NO

  1. Subscribed to notification.

  2. 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.

PROJECT > Document Assignment > ☑️ Status Updated to Active

NO

  1. Subscribed to notification.

  2. You are

listed as the Assignee.

N/A

PROJECT > Document Assignment > ☑️ ReassignedPROJECT > Document Assignment > ☑️ Status Updated to Active
  1. a project team member.

  2. 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 to notification.

  2. You are a project team member.

N/A

PROJECT > Document Assignment > ☑️ Status Updated to Approved
  1. 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

  1. Subscribed to notification.

  2. You are a project team member.

N/A

  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

NO

  1. Subscribed to notification.

  2. You are a project team member.

N/A

PROJECT > Document Assignment > ☑️ Status Updated to CanceledPROJECT > Document Assignment > ☑️ Status Updated to Not Started
  1. 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 Rejected

NO

  1. Subscribed to notification.

  2. You are a project team member.

N/A

  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.)

Subscribed.

You are a project team member.

N/A

PROJECT > Document Assignment > ☑️ Status Updated to Rejected

PROJECT > Project > ☑️ Document Awaiting Intake

NO

  1. Subscribed to notification.

  2. 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.

Subscribed.

N/A

N/A

PROJECT > Project > ☑️ Document Awaiting Intake

PROJECT > Project > ☑️ Status Changed to Cycle Complete

assignments to be created.

PROJECT > Project > ☑️ Status Changed to Cycle Complete

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 "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

  1. Subscribed to notification.

  2. You are a project team member.

N/A

PROJECT > Project > ☑️ Status Changed to Finished
  1. 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

  1. Subscribed to notification.

  2. You are a project team member.

N/A

PROJECT > Project > ☑️ Status Changed to On Hold
  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 to notification.

  2. You are a project team member.

N/A

  1. 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 Open

.)

PROJECT > Project > ☑️ Status Changed to Withdrawn

YES

  1. Subscribed to notification.

  2. You are a project team member.

N/A

PROJECT > Project > ☑️ Status Changed to Withdrawn
  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

NO

  1. Subscribed to notification.

You are a project team member.

N/A

  1. Your user role is Administrator.

  2. 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

  1. Subscribed to notification.

You must be an
  1. Your user role is Administrator.

N/A

USER > Auth > ☑️ New User Request

  1. 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 are affected by team membership, meaning they 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.