Notifications overview
6clicks includes both in-app and email notifications that, when triggered by specific actions, notify users or groups associated with the change to the record.
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Overview
- Notifications by module type
Overview
6clicks provides notifications via email and in-app as records are added or otherwise updated. They are triggered by the state of the record at that instant and sent to recipients, whether individuals or groups, associated with that record at that time. The following list is not comprehensive but provides an overview of the possible notification types and recipients.
For information on the distinction between owners and access members on a record and when they are notified, please refer to this article: Record owner vs access member,
Default notification recipients
| Owners | Owners set as groups expand to every member of that group. |
| Assignee | Whoever the work is assigned to — not the owner of the record it sits on. |
| Actor | The person who performed the action, or the person it was performed on. Confirmations rather than alerts. |
| Mentions | Sent to individuals or groups named in a comment. Mentioned groups expand to members. |
| Configured | A list chosen when the action was set up, e.g., approvers on a workflow stage |
| External | Referred to as a third-party respondent; someone who does not have general user access to the application |
Notifications by type
Assessments
Owners are notified:
| Action | Comment |
| Assessment submitted | Assessment owners, including all members of owner groups. Active accounts only. |
| Respondent assigned on an owned assessment | Assessment owners, including members of owner groups. Active accounts only. |
Assignee notified:
| Action | Comment |
| Respondent added to an assessment | When an assessment has been assigned |
| Question assigned | When a specific question or questions have been assigned |
| Assessment due date reminder |
Risks
Owners of the risk receive the majority of the notifications. Assignees are notified when they are assigned to a treatment plan.
Owners are notified:
| Action | Comment |
| Owner added to a risk | Only the newly added owner is notified |
| Risk form submitted | Owner receives notification that a new risk has been added if the owner field on the form as populated |
| Risk workflow stage changed | |
| Risk review due date reminder |
Assignee notified:
| Action | Comment |
| Treatment plan assigned | Notified when they are assigned a risk treatment plan |
| Treatment plan due date reminder | Notified on the configured reminder schedule |
External party notified:
| Action | Comment |
| Risk form submitted | A confirmation email is sent to the email address entered on the form (if configured) |
Tasks (Registers)
Owners of the register item associated with the task and assignees of the task receive status notifications.
Owners are notified:
| Action | Comment |
| Task closed | A task moves to Closed or Completed |
Assignee notified:
| Action | Comment |
| Task assigned | The user the task is assigned to (if the account is active) |
| Task due date reminder | On the configured reminder schedule |
Approvals
Configured users are notified:
| Action | Comment |
| Approval requested | When a record enters a stage that requires approval, this applies to the configured approvers |
| Approval cancelled | Both the approvers and the record owners |
Owners are notified:
| Action | Comment |
| Approval completed | |
| Approval cancelled | Both the approvers and record owners |
| Automatic transition blocked | If a workflow cannot advance automatically because an approval is outstanding |
Users and access
Actors are notified:
| Action | Comment |
| New user created | New user is notified if activation email send is enabled |
| User deleted or deactivated | If items are reassigned |
Assignee notified:
| Action | Comment |
| Work is reassigned to another user | Notification sent to be both actor and the person assigned the work |
| Advisor assigned | User is added as an advisor to the team |
Trust Portal
External party notified:
| Action | Comment |
| Trust Portal profile shared | Sent to the email address of the individual with whom the profile was shared, usually someone external to the team |
| Trust Portal profile updated |
Managing user notifications
Please refer to this article for detailed information on viewing and managing notifications within the application.
Custom notifications
Please refer to this article for detailed information on configuring custom notifications within the application.