e-PlanREVIEW® (EPR) user can subscribe to a variety of event-based notifications to trigger emails from their user profile whenever they would like.

User Notification Settings

Administrators can choose which events will trigger an email notification for a user from the account’s NOTIFICATIONS tab.

How to Set Up Notifications

To configure user email notifications:

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.

Both the Admin(s) and the users themselves can update the notification settings at any time while logged into EPR by clicking on (user profile) to open their account profile and going to the NOTIFICATIONS tab.

Notification Options

Option 1

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 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

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 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.”
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).

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 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).

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 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	Notification Checkbox
Notifies you when a comment has “Response Enabled” activated.	Subscribed.	You must be a Contributor.	N/A	PROJECT > Comment > ☑️ Allow Response
Notifies you whenever someone else adds another comment response after your comment response.	Subscribed.	You did not create the comment.	You have previously added a response to the comment thread.
Notifies you whenever someone else adds a comment response.	Subscribed.	You did not create the comment.	You are currently assigned to the comment.
Notifies you when you have been assigned to the comment.	Subscribed.	You did not create the comment.	N/A
Notifies you when your comment assignment is marked “complete” / ”incomplete” by someone else.	Subscribed.	You are currently assigned to the comment.	N/A
Notifies you when someone else marks a comment assignment as “complete” / ”incomplete.”	Subscribed.	You created the comment.	N/A
Notifies you whenever a document review assignment is created with you as the Assignee.	Subscribed.	You are listed as the 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	PROJECT > Document Assignment > ☑️ Reassigned
Notifies you whenever an assignment status is changed to any value with the parent status "Active." (These are assignments currently in review.)	Subscribed.	You are a project team member.	N/A	PROJECT > Document Assignment > ☑️ Status Updated to Active
Notifies you whenever an assignment status is changed to any value with the parent status "Approved." (These are approved assignments.)	Subscribed.	You are a project team member.	N/A	PROJECT > Document Assignment > ☑️ Status Updated to Approved
Notifies you whenever an assignment status is changed to any value with the parent status "Canceled." (These assignments are not needed.)	Subscribed.	You are a project team member.	N/A	PROJECT > Document Assignment > ☑️ Status Updated to Canceled
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.)	Subscribed.	You are a project team member.	N/A	PROJECT > Document Assignment > ☑️ Status Updated to Not Started
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
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
Notifies you whenever a project status is changed to any value with the parent status "Cycle Complete." (This project review cycle is done.)	Subscribed.	You are a project team member.	N/A	PROJECT > Project > ☑️ Status Changed to Cycle Complete
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.)	Subscribed.	You are a project team member.	N/A	PROJECT > Project > ☑️ Status Changed to Finished
Notifies you whenever a project status is changed to any value with the parent status "On Hold." (Work on this project has been paused.)	Subscribed.	You are a project team member.	N/A	PROJECT > Project > ☑️ Status Changed to On Hold
Notifies you whenever a project status is changed to any value with the parent status "Open." (This project is undergoing review.)	Subscribed.	You are a project team member.	N/A	PROJECT > Project > ☑️ Status Changed to Open
Notifies you whenever a project status is changed to any value with the parent status "Withdrawn." (Work on this project has been canceled.)	Subscribed.	You are a project team member.	N/A	PROJECT > Project > ☑️ Status Changed to Withdrawn
Notifies Administrators whenever someone requests a new user account from login page.	Subscribed.	You must be an Administrator.	N/A	USER > Auth > ☑️ New User Request
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

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 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).

Recommended Notifications

Each user should be subscribed to the events that are relevant to them/their role. Users subscribed to an event will receive an email notification from EPR whenever the event is triggered, as recorded in the event log. The following basic notification subscriptions are recommended, though Agencies are welcome to define their own recommended (or even required) notification subscriptions for staff.

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. 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. 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 that a plan review assignment or reassignment has been created for the user.
Contributors	Select the Allow Response notification to ensure that whenever a comment within their project application has ‘Response Enabled’ set, the contributor will be notified.

User Notifications

User Notification Settings

How to Set Up Notifications

Notification Options

Recommended Notifications