Who is this article for?

Ideagen EHSQ Enterprise or Decani Users

No elevated permissions are required.

There are four distinct types of notifications, each serving a specific purpose and offering unique configuration options:

• Default Notifications: These are out-of-the-box notifications enabled for all customers, users, and workflow-enabled modules. They provide a basic level of alerting to ensure users are aware of key events and updates.
• Module Notifications: These custom notifications are generated by specific modules in response to events within the business process. They allow for more tailored and relevant alerts based on the specific activities and workflow assignments.
• Report Notifications: These notifications are generated by the system in response to reports that have been created and scheduled for distribution by users and report administrators. They ensure that users are promptly informed when new reports are available for review.
• Custom SSRS Reports & Charts Notifications: These are system-generated notifications based on SQL Server Reporting Services (SSRS) reports that have been created and scheduled for distribution by report administrators. They provide alerts specific to the custom reports and charts, ensuring that users receive timely updates on the data and insights they need.

Notification Elements

Each notification type has options as outlined in the table below.

	Notification Element	Default	Module	Report	Custom SSRS
	From	Automatically set by the system. Customizable by area.	Automatically set by the system. Customizable by area.	Automatically set by the system. Customizable by area.	Automatically set by the system. Customizable by area.
	To	Sent to each user.	Defined by module configuration.	Determined by the report owner or administrator.	Determined by the report administrator.
	Subject Line	Automatically set by the system.	Defined by module configuration.	Determined by the report owner or administrator.	Determined by the report administrator.
	Header Message	Automatically set by the system.	Uses the subject line defined in the module configuration.	Uses the subject line defined in the report configuration.	Uses the subject line defined in the report configuration.
	Body Content	For new Assignment notifications, this includes workflow instructions defined in the module.	Summary notifications are system-defined.	Defined by module configuration.	Determined by the report owner or administrator.
	Set a schedule	Set in area preferences.	Defined by module configuration.	Determined by the report owner or administrator.	Determined by the report administrator.
	Triggers	Automatically set by the system.	Defined by module configuration.	Determined by the report owner or administrator.	Determined by the report administrator.
	My Profile Settings	Honors My Profile Settings.	Sent regardless of My Profile Settings.	Sent regardless of My Profile Settings.	Sent regardless of My Profile Settings.
	Send sub-reports	N/A	N/A	Determined by the report owner or administrator	N/A
	Add attachments	N/A	All file types Determined by the report owner or administrator.	Can include PDF or Excel attachments.	Includes a PDF attachment.
	Footer	Automatically set by the system.	Automatically set by the system.	Automatically set by the system.	Automatically set by the system.
	Start and End Dates	Set in area preferences.	Defined by module configuration.	Determined by the report owner or administrator.	Determined by the report administrator.

Custom Branding
Customizing branding, layout, and style changes to the notifications are not supported.

Default Notifications

There are two types of default notifications New Assignments and Upcoming and Overdue Assignments

New Assignment

New Assignments include a link to the assignment(s), brief instructions (if defined in the module), the due date (if set), and a summary of all assignments.

Example of a New Assignment Notification:

 

Upcoming and Overdue Assignments

Upcoming and Overdue Assignments include links to all assignments coming due in the next 7 days, as well as any overdue assignments. Brief instructions (if defined in the module) are also included.

Example of an Upcoming and Overdue Assignment Notification:

My Profile Notification Settings
Users can decide when they would like to receive their New Assignment notifications, with the options being Do Not Notify, Immediate, Hourly, or Daily.
 

Users can view and change these settings in My Profile. If users are members of teams that receive assignments, they should ensure that the Include Team Items checkbox is checked in their profile.

The time of day that Daily notifications are sent, and the day of the week that Upcoming and Overdue Assignments are sent, are the same for the whole organization. Administrators can configure these settings in Preferences.

Module Notifications

Module developers can create custom Module Notifications in response to events that occur within the business process. Developers can customize the subject, body, recipients list, and the triggers that cause the notification to be sent. These notifications are configured, per module, by Ideagen.

Examples of events include:

• A record that has been closed. The closed notification is typically enabled by default for workflow-based modules.
• A record that has previously been assigned to a user and has advanced to the next workflow task.
• A record has a specific set of values that requires a team to be notified.
• A comment that has been added to a record of interest.

Example of custom module notification:

Configuring module notifications

Modules could be configured to disable Default Notifications. However, the recommendation is to keep the Default Notifications turned on to ensure the user does not miss important and timely information.

Report Notifications

Before a search can be distributed, the search must be saved as a report. Users can now use that report to send automated notification, allowing other users to receive the search results in an email, on a set schedule and based on defined triggers.

Notification emails contain a Run Search button allowing the recipient to view the report showing the most up-to-date data.

Profile Notification Settings only apply to Default Notifications. 
The notification settings in My Profile do not affect report notifications. Only the user that created the notification, or a Notifications Administrator, can modify the schedule, threshold, email content, and recipient list of a report notification.

Example of Report notification:

Custom SSRS Reports and Charts

Administrators can create scheduled delivery of SSRS Reports and Charts via email using the reports and charts admin screen. Only users with a Data and Analysis Administrator role can manage custom SSRS Reports and Charts notification settings.

Example SSRS Report: