Notifications

Overview

Users can choose to be notified of key events or reminded of important to-do items through three different channels: In-App, Email & Microsoft Teams. Having these options gives all users a chance to benefit from helpful ControliQ notifications, even if they are not always logged in to ControliQ.

 

Within System Settings you can define which area(s) should be accessible by role:

This will enable the users within these roles to then setup notifications.

 

These are the method options for notifications, email and Teams offer you the ability to be notified even if you are not currently using ControliQ.

Notifications button will display a red dot, this indicates unread notification:

Click to view notification:

View All Notifications will launch full screen:

Clicking on the ellipses will access the notification options:

Mark as read - will remove red dot alert.
Mute notifications - will disable the red dot for today.
Turn off - will disable all notifications of this type and toggle the notification configuration for that type.

 

You will receive an email, this includes the details and a link into ControliQ

 

Notifications are available via the Teams apps for customers who have SSO (single sign on) for ControliQ using Azure Active Directory.  Once the Teams App has been set up, enabling messaging through the App requires actions be taken both within the Teams App and within ControliQ. 

See Teams integration section for details on adding ControliQ App to Teams and Teams notifications to enable notifications.

 

Users Configuring Notifications

Follow the steps to define what type of notification, the channel(s) you require and which Workgroup(s) to apply your notification(s):

Access Configuration

 

 

Access Configuration

If Configuration button does not display check your current selected Workgroup and permission settings

Review Notification by section

If section does not display check your current selected Workgroup and permission settings

Enable Notification(s)

Define Workgroup(s)

 

Confirm Workgroup(s)

 

 

Notification Type Rule
Control Report not viewed Scheduled If a control report for the previous day has not been viewed for that workgroup by 11 am (workgroup time zone), on a working day, then user is notified.
Loading Board not created Scheduled When a loading board (of type “day” duration “7”) has not been created by 2 am of the 4th working day of the week (workgroup week), for the next working week, the user is notified.
Plan Status Change Event When a plan is moved to the status “Committed”, the user is notified.
Plan not created Scheduled

When a plan (of type “day” duration “7”) has not been created by 3 am of the 4th working day of the week (workgroup week), for the next working week, the user is notified of this.
Core Task timing change Event When a Standard Time change is made to a Core Task via Admin or the Standard Time Optimiser, the user is notified.
Watched Cases Event Notifies you immediately when a case on your Watched list exceeds Early Warning System tolerances for effort captured.
Early Warning System Scheduled

Notifies you daily* of all cases that are viewable to you that currently fall outside of your Early Warning System tolerances. You will receive one notification for all cases.

*contact support to request the time you require the daily schedule to run.

 

 

For more information on...
Teams integration See Teams Integration