1. Setup Report Notifications Within a Project
To setup the Report Notifications within a Project, click the ‘Settings’ tab from the left sidebar of the page. Once done, navigate to ‘Notifications Settings’ section then ‘Report Notifications’.
- Tick the checkbox to enable sending of Email Notifications (per Key Role) for every Report Notification.
- Untick the checkbox to disable sending of Email Notifications (per Key Role) for every Report Notification.
Below are the following Report Notifications:
User can choose and set the following reports as shown below.
- ‘Weekly Report Due (72 Hours)’ – Weekly Report Due is an email outlining that there is a Weekly Report that has been set to a Draft and is ready to have notes applied to it and the data altered
- ‘Weekly Report Due (24 Hours)’ – Weekly Report Due is an email outlining that there is a Weekly Report that has been set to a Draft and is ready to have notes applied to it and the data altered
- ‘Weekly Report Completed’ – Weekly Report Complete refers to the email that is sent with the PDF version of the report attached to it and a link to that report within the tool
- ‘Monthly Report Due (72 Hours)’ – Monthly Report Due is an email outlining that there is a Monthly Report that has been set to a Draft and is ready to have notes applied to it and the data altered
- ‘Monthly Report Due (24 Hours)’ – Monthly Report Due is an email outlining that there is a Monthly Report that has been set to a Draft and is ready to have notes applied to it and the data altered
- ‘Monthly Report Completed’ – Monthly Report Complete refers to the email that is sent with the PDF version of the report attached to it and a link to that report within the tool
