Notifications


Purpose

This section defines the notifications to be implemented into the software tool to support the execution of the process. There are three tabs that contain details related to notifications.


  • Messages: Compose the message content
  • Notifications: Define the relationships between messages, triggers and recipients (Role)
  • Notification Matrix: Display the relationships between triggers, messages and recipient (Role).  NOTE: This tab displays the notifications in a matrix format. No updates are made from this tab.


The tool specifications gathered here are included in the TDD (Technical Design Document) that can be generated from the Design module Specifications tab.


Prerequisites

  • Triggers
  • Roles


Role

Editor, Workspace User Admin


Messages Tab Steps

1. Click on the Edit edit button.png icon to update the Message or New Message to create a new one



2. Update all fields




3. Select Create or Update to apply the changes


Field Descriptions


  • Name: Provide a name for the message. Provide a unique name that can be selected from a list of message names
  • Message: Enter the message content. The content will be sent as part of an email notification


Messages Tab Steps


1. Click on the Edit edit button.png icon to update a Notification or New Notification action to create a new one



2. Update all fields



3. Select Create or Update to apply the changes


Field Descriptions


  • Trigger: Select the trigger from the list that will cause the notification message to be generated
  • Message: Select the message from the list that will be sent to the recipient
  • Role: Select the role that will the recipient of the notification message
  • Notification Type: Select the type of notification:  I = Information message or A = Action message


Notification Matrix Tab Steps

1. Click on the Notification Matrix tab to reveal the matrix of notifications. This matrix will be included in the TDD (Technical Design Document)




Notes

The contents of this tab represents a summary of the content defined under the Messages tab and Notifications tab. Details cannot be updated within this tab.