To get to this page, navigate to the Admin page by clicking on the left sidebar menu, look under the Organization heading, and click "Roles." The admin page is only accessible by administrators; only Quality Administrators can perform the functions detailed on this support page.
How do I change a Role’s notification settings?
Each Role can be given notification preferences which will become the default preferences of each user assigned the Role. These notification preferences control about which changes to Improvements or Projects a user is notified.
NOTE: The default notification preferences of users with multiple Roles will be a superset of those Roles' preferences.
To change a Role's notification settings:
- Hover over the Role so that it's highlighted blue.
- Click to the right.
In the resulting window:
- Click to create a new notification preference. (See below for more details)
- Click to clear the list of preferences. This is useful if you want to start from scratch.
- Edit any preference by clicking next to it. You have the same options when editing a preference as you do when creating one, so the instructions below can be applied here as well.
- Delete a preference entirely by clicking next to it.
In the new notification preference window:
You will first be prompted to choose a Workflow - Projects, Charts, Tasks, Improvements, or Incidents (if the Incident Add-On is enabled for your organization).
Once you've chosen a workflow, a new optional field will appear directly below the "Type" field. If you want users with this Role to be notified about every item in this workflow that meets the rest of this preference, leave this field blank.
If you only want them to be notified about items with certain templates, fill in this field.
Click the field to open a drop-down menu of all your organization's templates in that workflow. Select as many as you would like to have included in this notification preference.
You will then be prompted to choose a status. For example, you can choose to be notified about Improvements that are new, overdue, become active, etc.
Check the box next to "Include Projects" to include items that are part of a Project. Uncheck this box to only include stand-alone items.
Users will be notified about Improvements in every Location of the organization.
This is best for executives or improvement leaders who need to monitor and lead improvement work throughout the entire organization.
- User’s Location & Below
Users will be notified about Improvements in their own Location(s), as well as the Locations under it.
This is best for users who need to monitor and lead improvement in their area and below, but not at levels above their own or in another branch of the organization's hierarchy.
- User’s Location Only
Users will be notified about Improvements in their own Location(s).
This is best for users who only need to monitor and lead work done in their own unit or Location.
NOTE: Only new, overdue, and resolution submitted Improvements ask for when you want to be notified.
You will be notified right away.
You will be notified after a set number of days have passed.
- Check the box next to "Remind each week" to be notified about this event every week until it is addressed. This keeps information from falling through the cracks.
- Alert Only
An alert is added to the Improvement, marking it for your attention.
- Alert + Email
An alert is added to the Improvement and you will receive an email containing information about this event.
NOTE: The only status for which you will be given advanced options is completed Improvements.
- Impact Types
Choose about which impact types you want to be informed.
- No Change Reasons
Choose about which No Change reasons you want to be informed.
- Third Option Reasons
Choose about which of your organization's Third Option Reasons you want to be informed. If your organization doesn't have any Third Option Reasons in place, you will not see this option.