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NOTIFICATIONS
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Lucidity Access: Module Overview coming soon! |
Notifications can be sent on a regular basis from Lucidity to an end users email address based on select criteria, such as when an action is assigned to a user for example. 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.
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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. |
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
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Lucidity will generally manage all system notifications, please contact support for assistance. Please note, all requests associated with notifications outside of the default standard notifications may incur additional charges. |
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:
Module | Trigger | Recipient |
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Incident | Issue has been created | Responsible Manager |
Incident | Issue has been created | Close Out Manager |
Incident | Issue is awaiting closeout (all actions closed, status = complete) | Close Out Manager |
Incident | Issue has been closed | Person creating the issue |
Incident | Issue has been rejected at close out | Responsible Manager |
Example
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All notifications are "scoped" by default. This means they are only sent in association with records, forms, issues etc which the user has permissions to view. For example, if its desirable to only have a manager receive notifications for Incident issues that are allocated to their business unit, then scoping that manager to only see issues for their business unit will automatically scope the notifications at the same time. This can be managed via the individual user profile in Lucidity Access. |
View Notifications
To view previously sent notifications, from the Notifications page:
- Use filters to locate the particular person or date sent
- Click 'View' to the right-hand side of the required notification
- The notification will open and display:
- The module or application the notification has been sent from
- The text included in the notification, typically including:
- Date of issue
- Division
- Project
- Link to the specific system section
- Information message about the purpose of the notification i.e. 'You are the Closeout Manager' etc
- The notification set it relates to (note this is useful when discussing notifications with Lucidity)
- The user or recipient
- The read status - either UNREAD or READ
- Click 'Cancel' to return to the notification page
Reporting from the Notifications Page
Additional Notifications
It is important to note that scheduled reports via emails can also be utilised to notify users of additional information as required and are often a better option to avoid unnecessary spamming. Refer to the My Emails user guide for more information.
List standard (or link to modules?)
User groups