EASE Notification Details

Modified on Mon, 22 Apr at 12:25 PM

Assessment Emails


Action or EventEmail SubjectEmail RecipientFrequencyIncluded in Digest Emails (If the digest is enabled)Available as a mobile notification
The Assessment is Due TodayYour Assessment is due todayAssessorOnceYesYes
Assessments are due on the same day they are scheduledYour Assessment is due todayAssessorOnceNoYes
Assessment due in x days (start window)Your Assessment is due in X daysAssessorOnceYesYes
Assessment due in x days (start window) scheduled after digest is sent outYour Assessment is due in X daysAssessorOnceNoYes
The Assessment is Past DueThe Assessment is past dueAssessor and Manager+
*Look up the org tree until a Location Shift Manager is found for a location
Once every day until an assessment is complete or missedYesYes
Assessment is Missed The Assessment has been missedManager+
*Look up the org tree until a Location Shift Manager is found for a location
OnceYes
No
Assessor
*Site Setting "Missed Assessment Email Notifications to Assessor" must be turned on under "Assessment Delete Request"
OnceYes

+ You will need to enable this on the Site Settings page


Findings Emails

    

Action or EventEmail SubjectEmail RecipientFrequencyIncluded in Digest Emails (If the digest is enabled)Available as a mobile notification
Finding OpenedFinding
Alert
Responsible PartyOnceNoYes
The finding is not yet closed, and today is the due date (not opened today)Finding Due TodayResponsible PartyOnce at the beginning of the dayYesNo
Finding status is changed to Open - Past Due or Pending - Past DueFinding is now past dueResponsible Party

Everyday to the responsible party Until Finding is closed or 14 days after past due, then no more emails will be sentYesNo
Additional manager*Everyday to another manager for 21 days after past due, then no more emails will be sentYesNo
The finding is submitted for approvalFinding is pending for your approvalApproving PartyOnceNoYes
Finding is rejectedFinding RejectedResponsible PartyOnceNoYes
Finding is closedFinding closureThe user that opened the FindingOnce    NoYes
Finding is Re-assignedF AlertResponsible Party

NoYes


*if the Additional Manager is the same as the Responsible Party, we send this email to the Responsible Party


Action Plan Emails


Action or EventEmail SubjectEmail RecipientFrequencyIncluded in Digest Emails (If the digest is enabled)Available as a mobile notification
Event Initiated  Action Plan StatusAP Owner(s)

AP Approver(s)

Note: Only one email is sent to the AP owner if he is the only owner or the first event owner and auto-assigned to all tasksNoYes
Event due todayAction Plan Action StatusAP Owner(s)
AP Approver(s)
OnceYesYes
Event past dueAction Plan Action StatusAP Owner(s), 
AP Approver(s)
OnceYesNo
AP is assigned to an ownerAction Plan assigned to youAP Owner(s)OnceNoYes
AP is assigned to an approverAction Plan assigned to youAP Approver(s)OnceNoYes
The event closed/approvedAction Plan StatusAP  Owner(s)OnceNoNo
Event RejectedAction Plan StatusAP Owner(s)OnceNoNo
Event pending approvalAction Plan StatusAP Owner(s)OnceNoYes
Task due todayAction Plan Task StatusTask Owner(s)OnceYesYes
Task past dueAction Plan Task StatusAP Owner(s)OnceYesNo
Task pending approvalAction Plan Task StatusTask Approver(s)OnceNoYes
Task approved and closedAction Plan Task StatusTask Owner(s)OnceNoNo
Task rejectedAction Plan Task StatusTask Owner(s)OnceNoNo
Task re-openedAction Plan Task StatusTask Owner(s) and Task Approver(s)OnceNoNo
Task closed (no approval required)Action Plan Task StatusAP Owner(s)OnceNoNo
Notify first open earliest due date task's ownerAction Plan Task StatusTask Owner(s)OnceNoNo

                                                                                                                                                                                                


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