...
| Table of Contents | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...
Understanding Standard and Non-standard User Roles
...
| Info |
|---|
Users can only be subscribed to the events that appear in the Notifications tab, and not all events are available for all user roles. (For example, only Admins can subscribe to receive 'New User Request' notifications.) |
...
Notification Options
Here is a breakdown of all available The following table breaks down user notification options and how they are triggered.
...
Notification Type
...
Notification Sub-type
...
Notification Checkbox
...
Condition(s) for Notification
...
Notification Description
...
PROJECT
...
Comment
...
Allow Response
...
Subscribed AND user is a Contributor.
...
Notifies user when comment has “Response Enabled” activated.
...
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.
...
User did not create the comment BUT user is currently assigned to the comment.
...
Notifies user whenever another comment response is added.
...
User did not create the comment.
...
Notifies user when they have been assigned to the comment.
...
User is currently assigned to the comment.
...
Notifies user when a comment assignment is marked complete/incomplete by someone else.
...
User created the comment.
...
Notifies user when another user marks the comment assignment as complete/incomplete.
...
PROJECT
...
Document Assignment
...
Create (Assigned)
...
Subscribed AND user is named Assignee.
...
Notifies user whenever they are tasked with a review assignment by name.
...
PROJECT
...
Document Assignment
...
Reassigned
...
Subscribed AND user is named Assignee.
...
Notifies user whenever they become the new assignee for an existing review assignment.
...
PROJECT
...
Document Assignment
...
Status Updated to Active
...
Subscribed AND is a project team member.
...
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 |
| Notifies you when a comment has “Response Enabled” activated. |
NO |
| Notifies you whenever someone else adds another comment response after your comment response. | |
NO |
| Notifies you whenever someone else adds a comment response. | |
NO |
| Notifies you when you have been assigned to the comment. | |
NO |
| Notifies you when your comment assignment is marked “complete” / ”incomplete” by someone else. | |
NO |
| Notifies you when someone else marks a comment assignment as “complete” / ”incomplete.” | |
PROJECT > Document Assignment > ☑️ Create (Assigned) | NO |
| Notifies you whenever a document review assignment is created with you as the Assignee. |
PROJECT > Document Assignment > ☑️ Reassigned | NO |
| Notifies you whenever an existing document review assignment is updated to make you the new Assignee. |
PROJECT > Document Assignment > ☑️ Status Updated to Active | NO |
| 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 |
| 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 |
| 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 |
| 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 |
| Notifies you whenever an assignment status is changed to any value with the parent status " |
Rejected." (These |
assignments |
require resubmittal.) |
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.)
PROJECT
Document Assignment
Status Updated to Canceled
> Project > ☑️ Document Awaiting Intake | NO |
| Notifies you whenever a document is on the Intake tab and requires assignments to be created. |
PROJECT > Project > ☑️ Status Changed to Cycle Complete | YES |
|
|
PROJECT
Document Assignment
Status Updated to Not Started
Subscribed AND is 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 |
Document Assignment
Status Updated to Rejected
Subscribed AND is a project team member.
> Project > ☑️ Status Changed to Finished | YES |
| 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 |
-
Document Awaiting Intake
Subscribed
Notifies user whenever a document on the Intake tab requires assignments to be created.
PROJECT
-
Status Changed to Cycle Complete
> Project > ☑️ Status Changed to On Hold | YES |
|
|
|
PROJECT
-
Status Changed to Finished
Subscribed AND is 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 | YES |
|
|
| 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 |
|
|
|
PROJECT
-
|
| 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 |
| Notifies |
Administrators whenever someone requests a new user account from login page. |
USER
User Account
Create
Admin-role user.
USER > User Account > ☑️ Create | NO |
| Notifies 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 are affected by team membership, meaning they will only trigger for |
...
you if you are involved in the project as a project team |
...
...
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.
|  | ||
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.
|  | ||
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).
...