Start from: The Compliance dashboard.
Enable and disable email notifications
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Select People > Users from the main menu.
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Find the user you want to configure email notifications for and select Edit.
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Scroll down to Notifications or select Notifications directly from the side menu.
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Toggle On/Off the different email notifications you want the user to receive.
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Select Save.
Notes: Only users with registered emails can enable notifications.
Available email notifications
Central users
On a central user you can see the following options for email notifications:
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Weekly dashboard email: Summary of compliance performance for all locations.
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Monthly summary central email: A comprehensive monthly report on compliance results.
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Weekly locations summary central email: A weekly recap of compliance data from all locations.
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Upcoming tasks for the next four weeks: Sent every Monday, this email reminds users about bigger or less frequent tasks (i.e., tasks not scheduled on a daily or weekly basis) for all sites that the central user is connected with.
Note: This email is turned off by default, and users must manually enable it in their profile.
Local users
On a local user you can see the following options for email notifications:
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Daily registration email: A report of all the previous day’s registrations.
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To-Do today morning email: A list of tasks due in the morning.
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To-Do today afternoon email: A list of tasks due in the afternoon.
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Weekly summary local email: A summary of compliance performance for the past week.
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Monthly summary local email: A detailed compliance report for the past month.
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Upcoming tasks for the next four weeks: Sent every Monday, this email reminds users about bigger or less frequent tasks (i.e., tasks not scheduled on a daily or weekly basis).
Note: This email is turned off by default, and users must manually enable it in their profile.
Notifying a User About a Deviation
When a deviation is recorded, the user logging the deviation can assign a responsible person and choose to notify them by sending an email. This ensures that the designated individual is promptly informed and can take appropriate action.
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