Notifications: What Causes Them to Trigger?
The following tables summarize which events cause notification emails to be sent, and to whom. The notification names refer to the “Event Types” shown in the Notifications Setup panel on the Settings page, as shown:
Organizational Assessment Notifications
To understand the table below, it is important to understand the impact of parent-child OU relationships on assessments. If an assessment includes parents and their children, then the parent surveys cannot be final acknowledged until all child surveys are completed and finalized. The final acknowledgment button for the parent survey won’t show up until this condition is satisfied.
The parent-child relationship is only relevant for surveys within the same assessment. If you created two separate assessments and one includes a parent of an OU in the other assessment, there is no dependency between those surveys because they aren’t in the same assessment.
Event | Notification Name | Sent To Whom? |
|---|---|---|
Publish Assessment (from the Settings page) | Assessment Published | IT Staff, Assessment Managers of each OU included |
Launch Survey | Survey Launched1 | IT Staff, OU Head, Host Delegates (if there are any) of the target OU1 |
Delegate a question category (from unit questions) to a user | Question Category Delegate Added | The targeted delegate |
Unit questions locked; host categorizations locked | No notification |
|
Unit Questions acknowledged | No notification |
|
Host Categorization acknowledged | No notification |
|
Prefinal Acknowledge survey of OU with no parent or children | Survey Completed | OU Head of the target OU |
Prefinal Acknowledge (child) survey that has an open parent survey | Survey Completed | OU Head of the (child) OU |
Prefinal acknowledge parent survey with open child survey | No notification | (The parent survey cannot be final acknowledged yet because of the open child survey) |
Prefinal acknowledge of child survey with parent waiting | Survey Completed | OU Head of child OU
|
Final Acknowledge survey (no parent or child) | Survey Finalized | Superusers; OU Head, Assessment Manager, IT Staff of the target OU |
Final Acknowledge child survey (parent is still open) | Survey Finalized | Superusers; OU Head, Assessment Manager, IT Staff of the target OU |
Final Acknowledge child survey with parent waiting (ie the parent survey has been prefinal acknowledged) | Survey Finalized (of child OU); Survey Completed (of parent OU) | Survey Finalized to Superusers; OU Head, Assessment Manager, IT Staff of child OU Survey Completed (regarding the Parent OU) to OU Head of parent OU |
Final Acknowledge parent survey | Survey Finalized | Superusers; OU Head, Assessment Manager, IT Staff of parent OU |
15 days have passed since the assessment was created, but it has not yet expired or been completed. | Survey Stale2 | OU Head and Assessment Manager of target OU |
A superuser edits a question that’s part of an ongoing survey and updates the question snapshots. | Assessment Updated3 | Assessment Manager |
1Note that in the Survey Launch dialog, you can choose to turn these notifications on or off for each role. The default is to notify all three. However, if any of these notifications are explicitly disabled on the Settings page, the Survey Launch dialog will not override that.
2To enable the Survey Stale Notification, you should email support@saltycloud.com to request it. You can also specify a different number of days (the default is 15).
3For more info about how to trigger this event, see: https://saltycloud.atlassian.net/wiki/spaces/TES/pages/1901035533
App Assessment Notifications
Event | Notification Name | Sent to Whom? |
|---|---|---|
Create Assessment (from Assessment Page) or Publish Assessment (from Settings page) | Assessment Launched | IT Staff, Assessment Manager of OU owning the app |
Launch Survey | Survey Launched | IT Staff, OU Head of OU owning the app; Delegate (app owner) |
Delegate a question category to a user | Question Category Delegate Added | The targeted delegate |
All questions locked; classification locked | No notification |
|
Questions acknowledged; classification acknowledged (by Assessment Manager) | Survey Finalized | Superusers; OU Head, IT Staff, Assessment Manager of OU owning the app |
15 days have passed since created but has not yet expired or been completed. | Survey Stale4 | OU Head and Assessment Manager of OU owning the app |
A superuser edits a question that’s part of an ongoing survey and updates question snapshots. | Assessment Updated5 | Assessment Manager |
4To enable the Survey Stale Notification, you should email support@saltycloud.com to request it. You can also specify a different number of days (the default is 15).
5For more info about how to trigger this event, see: https://saltycloud.atlassian.net/wiki/spaces/TES/pages/1901035533
Vendor Assessments
Event | Notification Name | Sent to Whom? |
|---|---|---|
Questions acknowledged. | Survey Finalized | Superusers; Assessment Manager of OU owning the assessment |
Delegate a question category to a user (this is only possible from the internal link to the vendor survey) | Question Category Delegate Added6 | The targeted delegate |
15 days have passed since created but has not yet expired or been completed. | Survey Stale7 | Assessment Manager of OU owning the assessment |
A superuser edits a question that’s part of an ongoing survey. | Assessment Updated8 | Assessment Manager |
6Typically, vendor surveys are not filled out internally, so it would be unusual to use delegation on a vendor survey.
7To enable the Survey Stale Notification, you should email support@saltycloud.com to request it. You can also specify a different number of days (the default is 15).
8For more info about how to trigger this event, see: https://saltycloud.atlassian.net/wiki/spaces/TES/pages/1901035533
See also: