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NOTIFICATIONS

Tip

Lucidity Access: Notifications Overview

Each module in Lucidity may have a series of automated notifications that are delivered in response to certain actions within the system. Notifications will be sent from Lucidity to an end users email address based on select criteria, such as when an action is assigned to a user or when a user is assigned the responsible manager role in an Incident and so on. These are typically part of automated system work flows and are useful to ensure end users are notified when they have certain tasks to complete in the system. 

Warning
titleEmail Address

In order to receive email notifications all users must have a valid notification email address in their user profile. Refer to the Users page within this user guide for more details.

If your users have issues receiving their emails, visit the FAQ section in 'My Emails User Guide' are experienced in receiving notifications from the system, check the FAQs in the My Emails user guide for more details.


From the Notifications page, administrators can:

  • View all previously sent notifications including content, recipient, date sent and read status
  • Generate reports on notifications sent from the system


Info
titleManaging Notifications

Lucidity will generally manage all system notifications, please contact Lucidity Support for assistance. 

Standard Lucidity Notifications

Standard system notifications are typically established for all modules as part of the implementation process. The standard list of notifications is as follows:


ModuleAvailabilityTriggerRecipient
IncidentStandardIssue has been createdResponsible Manager
IncidentStandardIssue has been createdClose Out Manager
IncidentStandardIssue is awaiting closeout (all actions closed, status = complete)Close Out Manager
IncidentStandardIssue has been closedPerson creating the issue
IncidentStandardIssue has been rejected at close outResponsible Manager
InFormStandardExisting form record is assigned to a new RespondentRespondent
CompetencyStandardOn the day, when the training record expires (for each record)Learner
CompetencyStandard30 days prior to training record expiry date (for each record)Learner
ContractorStandard30 days prior to contractor document expiry dateContractor Representative
ContractorOptional30 days prior to contractor document expiry dateContractor Manager
ContractorOptional1 days prior to contractor document expiry dateContractor Representative
ContractorStandard0 days prior to contractor document expiry dateContractor Representative
ContractorStandardContractor is required to submit documentContractor Representative
ContractorStandardContractor has submitted a required document for approvalContractor Manager
ContractorStandardThe submitted contractor document has been approvedContractor Representative
ContractorStandardSubmitted document has been rejected and requires re-submissionContractor Representative
ActionsStandardNew action is savedActionee
ActionsStandardExisting action is assigned to a new ActioneeActionee
ActionsStandardAction is reopenedActionee
ActionsStandardAction due in 7 daysActionee
ActionsStandardAction due tomorrowActionee
ActionsStandardAction 1 day overdueActionee
ActionsStandardAction 3 days overdueActionee
InductionStandard30 days prior to course expiry dateSelf-Registered Learner
InductionStandardOn day of course expirySelf-Registered Learner
InductionStandardOn completion of successful inductionSelf-Registered Learner


Note
titleEditing Notifications

Please note, support requests associated with notifications may incur additional charges. Each query will be evaluated independently and clients made aware of any potential charges prior to any work being completed.


The below shows an example of how a notification for an action may look:

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Info
titleScheduled Reports

It is important to note that scheduled reports via the My Emails feature can also be utilised to notify users of additional information as required and are often a better option to avoid unnecessary spamming. It also allows for a collation and summary of data rather than a single notification per item. Refer to the My Emails user guide for more information.

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