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Comment: Update standard notifications table with new notifications

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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
IncidentStandard

When the responsible manager is updated at any point of the Incident life cycle

Responsible Manger
IncidentStandard

When the Close-out manager is updated at any point of the Incident life cycle

Close Out Manager
IncidentStandardIssue has been closedPerson creating the issue
IncidentStandard

Issue has been rejected (reinstated to Draft) after the close out

Responsible Manager
IncidentStandard

Issue has been rejected (reinstated to Draft) after the close out

Close Out Manager
IncidentStandard

Issue has been rejected at close out

Responsible Manager
InFormStandardExisting form record is assigned to a new Respondent or Approver (all forms)Respondent
InFormStandard

New public form is submitted and has an approval element

New Respondent
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
ContractorOptionalStandard30 days prior to contractor document expiry dateContractor Manager
ContractorOptionalStandard1 days prior to contractor document expiry dateContractor Representative
ContractorStandard0 days prior to contractor document expiry dateContractor Representative
ContractorStandardContractor is required to submit a 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
ActionsStandard

Action 5 days overdue (escalation to Line Manager)

Actionee's Line Manager
InductionStandard30 days prior to course expiry dateSelf-Registered Learner
InductionStandardOn day of course expirySelf-Registered Learner
InductionStandardOn completion of successful inductionSelf-Registered Learner
Permit to WorkStandard

A permit has been submitted

Permit Approver
Permit to WorkStandard

A permit has been approved

Permit Approver
Permit to WorkStandard

A permit has been started

Permit Approver
Permit to WorkStandard

A permit has been finished

Permit Approver
Permit to WorkStandard

A permit has been closed

Permit Approver
Permit to WorkStandard

A permit has been Rejected

Permit Manager


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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