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🔔 How to Manage Notifications

Notifications ensure you stay informed about task assignments, form updates, and important system alerts.

⚙️ Customize Notification Settings

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You can choose which specific alerts you receive, the email they are sent to, and which teams and sites they apply to — ensuring you are only notified of information relevant to your role.

  1. Select the Account button (person icon) in the top right corner of the application.
  2. From the dropdown menu, select Notification.
  3. On the Notifications tab, configure your preferences using the following sections:
    • Contact Email: Username accounts can add an email to receive notifications.
    • Notification Scope: Control which teams and sites your notifications apply to.
      • Teams: Toggle between Include (only receive notifications for selected teams) or Exclude (receive notifications for all teams except selected). Use the dropdown to select one or more teams.
      • Sites: Toggle between Include (only receive notifications for selected sites) or Exclude (receive notifications for all sites except selected). Use the dropdown to select one or more sites.
    • Notifications: In the notifications table, toggle the following alerts on or off under the Enabled column:
      • Enable/Disable all: Use this master toggle to turn all notifications on or off at once.
      • Task Assigned: Receive an alert when you have been assigned a new task.
      • Task Rejected: Receive an alert when a task you are assigned has been rejected.
      • Task Overdue: Receive an alert when a task you are assigned is overdue.
      • Deviation Recorded: Receive an alert when new deviations have been recorded.
      • Document Expiry: Receive an alert when a document is near expiry or expired.
  4. Once your preferences are set, select the green Save button in the bottom right corner of the screen.
  5. A green Success banner will appear at the top of the screen confirming your notification preferences were updated successfully.

Note: Notifications are saved per user profile, allowing everyone on your team to customize their own alert preferences.