Schedule Request Notifications

There are many email notifications you can receive for Schedule Requests. This article outlines what user type permission and personal email preference will give you certain notifications.

Who gets a notification when someone creates a request?

• The requestor will receive a notification (the requestor must have “I create a request” permission turned on under their personal email preferences).
• Everyone else in your organization will receive a notification based on their user type settings:
  • If under “Schedule Request Notifications” a user type is set to “Any” for “Someone creates,” then that user type will receive a notification for any schedule request created in the system.
  • If under “Schedule Request Notifications” a user type is set to “Accessible Buildings” for “Someone creates,” then that user type only receives a notification if the request was made at the building(s) they have access to.
  • If under “Schedule Request Notifications” a user type is set to “None” for “Someone creates,” then that user type will not receive a notification when someone creates a schedule request.

Who gets a notification when a request is created on behalf of a user?

• If under their personal email preferences the user has selected, “A request is created on my behalf," then that user will receive a notification when a request is made on their behalf.

Who gets a notification when a request is responded to?

• The requestor gets notified (the requestor must have “A request is responded to” permission turned on under their personal email preferences).
• Everyone else in your organization will receive a notification based on their user type settings:
  • If under “Schedule Request Notifications” a user type is set to “Any” for “Someone responds,” then that user type will receive a notification when any schedule request is responded to.
  • If under “Schedule Request Notifications” a user type is set to “Accessible Buildings” for “Someone responds,” then that user type will receive a notification when someone responds to a request at the building(s) they have access to.
  • If under “Schedule Request Notifications” a user type is set to “Own” for “Someone responds,” then that user type will receive a notification when someone responds to their own schedule request.
  • If under “Schedule Request Notifications” a user type is set to “None” for “Someone responds,” then that user type will not receive a notification when someone responds to a schedule request.

• • The user who has permission to approve/decline requests will receive a notification.
  • If there is an approval process in place, the notification will first go to the first person in the approval process, then the second, etc.

Who gets a notification when a request is pending approval?

• If the user only has access to certain buildings, they will only receive a notification to approve for the building(s) they have access to.

Who gets a notification when a request is approved/declined?

• The requestor is the only user who is notified.

Who gets a notification when a request is modified?

• The requestor is notified (the requestor must have “My request is updated” or “A request is updated” permission turned on under their personal email preferences).
• Everyone else in your organization will receive a notification based on their user type settings:
  • If under “Schedule Request Notifications” a user type is set to “Any” for “Someone modifies,” then that user type will receive a notification when any schedule request is modified.
  • If under “Schedule Request Notifications” a user type is set to “Accessible Buildings” for “Someone modifies,” then that user type will receive a notification when someone modifies a request at the building(s) they have access to.
  • If under “Schedule Request Notifications” a user type is set to “None” for “Someone modifies,” then that user type will not receive a notification when someone modifies a request.

Who gets a notification when a request is estimated?

• The requestor of the event will get notified when a schedule request is estimated.

Who gets a notification when someone accepts/declines an estimate?

• If under “Schedule Request Notifications” the user type has selected “Send own request invoices,” then that user type will receive notifications about estimates and invoices.

Who gets a notification when a request is invoiced?

• The requestor is the notified when there is an invoice sent for a schedule request.

Who gets a notification when a payment is received?

• The requestor is notified when a payment is received for a schedule request. 

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