Configuring a notification list allows your organization to automate internal communication to select team members when a scorecard is submitted for a select stage. Once configured, any user added to the submitted scorecard notification list will receive an email notification whenever a user submits a scorecard.
Note: Scorecard notifications can only be configured on a per stage basis.
In this article, we will cover the following for a single job:
- Create New Notification List for a New Scorecard Submission
- Edit Notification List for a New Scorecard Submission
- Delete Notification for a Scorecard Submission
To start, click All Jobs from the navigation bar and select a job from the subsequent list.
Click Job Setup and navigate to Notifications on the left-hand panel.
From the Notifications page, navigate to New Scorecards and click Add Notification.
Create New Notification List for a New Scorecard Submission
From the subsequent dialog box, use the Stage dropdown menu to select a stage that will trigger the notification email.
Use the provided Users to Notify field to select user(s) from the dropdown menu.
Note: Only users who have appropriate permissions on the job will populate in the dropdown menu.
Click Save when finished.
All selected users will receive an email for every scorecard submitted for this particular stage.
Edit Notification List for a New Scorecard Submission
To edit the notified users and/or stage that will trigger the notification, click Edit inline with the stage notification.
Use the subsequent dialog box to edit either the notified users and/or stage from the appropriate dropdown menu.
Click Save when finished.
Delete Notification for a Scorecard Submission
To delete a new scorecard notification, click Delete inline with the stage notification.
A subsequent dialog box will ask you to confirm the deletion. Click Yes, delete notification.
