EASE Notification Details – EASE INC.

Assessment Emails

Action or Event	Email Subject	Email Recipient	Frequency	Included in Digest Emails (If the digest is enabled)	Available as a mobile notification
The Assessment is Due Today	Your Assessment is due today	Assessor	Once	Yes	Yes
Assessments are due on the same day they are scheduled	Your Assessment is due today	Assessor	Once	No	Yes
Assessment due in x days (start window)	Your Assessment is due in X days	Assessor	Once	Yes	Yes
Assessment due in x days (start window) scheduled after digest is sent out	Your Assessment is due in X days	Assessor	Once	No	Yes
The Assessment is Past Due	The Assessment is past due	Assessor 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 missed	Yes	Yes
Assessment is Missed	The Assessment has been missed	Manager+ *Look up the org tree until a Location Shift Manager is found for a location	Once	Yes	No
Assessment is Missed	The Assessment has been missed	Assessor *Site Setting "Missed Assessment Email Notifications to Assessor" must be turned on under "Assessment Delete Request"	Once	Yes	Yes

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

Action or Event	Email Subject	Email Recipient	Frequency	Included in Digest Emails (If the digest is enabled)	Available as a mobile notification
Finding Opened	Finding Alert	Responsible Party	Once	No	Yes
The finding is not yet closed, and today is the due date (not opened today)	Finding Due Today	Responsible Party	Once at the beginning of the day	Yes	No
Finding status is changed to Open - Past Due or Pending - Past Due	Finding is now past due	Responsible Party	Everyday to the responsible party Until Finding is closed or 14 days after past due, then no more emails will be sent	Yes	No
	Finding is now past due	Additional manager*	Everyday to another manager for 21 days after past due, then no more emails will be sent	Yes	No
The finding is submitted for approval	Finding is pending for your approval	Approving Party	Once	No	Yes
Finding is rejected	Finding Rejected	Responsible Party	Once	No	Yes
Finding is closed	Finding closure	The user that opened the Finding	Once	No	Yes
Finding is Re-assigned	Finding Alert	Responsible Party		No	Yes

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

Action or Event	Email Subject	Email Recipient	Frequency	Included in Digest Emails (If the digest is enabled)	Available as a mobile notification
Event Initiated	Action Plan Status	AP 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 tasks	No	Yes
Event due today	Action Plan Action Status	AP Owner(s) AP Approver(s)	Once	Yes	Yes
Event past due	Action Plan Action Status	AP Owner(s), AP Approver(s)	Once	Yes	No
AP is assigned to an owner	Action Plan assigned to you	AP Owner(s)	Once	No	Yes
AP is assigned to an approver	Action Plan assigned to you	AP Approver(s)	Once	No	Yes
The event closed/approved	Action Plan Status	AP Owner(s)	Once	No	No
Event Rejected	Action Plan Status	AP Owner(s)	Once	No	No
Event pending approval	Action Plan Status	AP Approver(s)	Once	No	Yes
Task due today	Action Plan Task Status	Task Owner(s)	Once	Yes	Yes
Task past due	Action Plan Task Status	AP Owner(s)	Once	Yes	No
Task pending approval	Action Plan Task Status	Task Approver(s)	Once	No	Yes
Task approved and closed	Action Plan Task Status	Task Owner(s)	Once	No	No
Task rejected	Action Plan Task Status	Task Owner(s)	Once	No	No
Task re-opened	Action Plan Task Status	Task Owner(s) and Task Approver(s)	Once	No	No
Task closed (no approval required)	Action Plan Task Status	AP Owner(s)	Once	No	No
Notify first open earliest due date task's owner	Action Plan Task Status	Task Owner(s)	Once	No	No