The Incident Notification Group is a designated group that can be assigned to Users. The Users will receive notifications when an Incident is submitted and meets specific criteria.
You need permission to create, edit and manage Incidents (previously Incident Admin) to be able to manage these settings.
This page contains information on:
Adding a new Notification Group
Options 2 & 3 above will require a Notification Group to be created. To create a new Notification Group please follow the steps below:
1. Navigate to the Incident Module, and select Configuration > Notifications > Add.
2. Next, fill in the Notification Group Name and select a Manager, then select Add button.
The manager/s will be responsible for reviewing the Incident prior to forwarding to the wider notification group.
3. The following screen displays all Notification Groups listed under the List Notification Group table. You’ll be able to manage them here by selecting an action from the Actions dropdown.
Select Edit if you wish to make changes to a Notification Group
Select View if you need to check details about a Notification Group
Select Add Notification Rules if you wish to add rules to a Notification Group (below)
Select Delete if you would like to remove a Notification Group
Adding Rules to a Notification Group
Incident Types, Section or Questions can trigger different Notification groups using Notification Group Rules.
If a User is not in the Notification Group, they will not receive a notification when an incident matching the rules is submitted.
To configure new rules select Actions > Add Notification Rules from the Notification Groups list (above).
When adding rules to a Notification Group, the following screen will be displayed:
Site - Selecting a Site will prompt notifications when an Incident is submitted related to this Site. You can select All if you want notifications for all sites in the group, or add each individual site to the group as needed
Question - Notifications can be triggered from specific questions in the Incident form
Answer - Notifications can be triggered from specific responses in the Incident form
Then, select Add to apply the rules you have added to the Notification Group. After adding the Notification Group, the selected Site will appear under Project. You can also edit or delete a Notification Group by selecting the Actions button.
Assigning Staff to a Notification Group
Once Notification Groups are set up, Staff members can be assigned.
A. Go to Incident > Configuration > Staff search for the Staff Member, then select Actions > Edit Notification Groups.
Then tick the checkbox next to the Notification Group where the Staff will be added and select Save.
Or
B. Go to Incident > Configuration > Notifications > Actions > View for the Notification Group.
Then Scroll down to assign the Staff from the staff list by selecting Add Staff +. Choose the Staff(s) to assign from the dropdown menu, then select Add Staff.
