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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.
  • Who gets a notification when a request is pending approval?
      • 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.

    Note: 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.

NOTE: Click here for more information about updating your
personal email preferences.

 

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