Email/Text Notifications

Email and text notifications appear in several places/scenarios in our software.  Certain ones can be modified more than others, including setting who receives them, when they receive them, what format should be used (email vs. text vs. both), etc.
 

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Request Process Notifications

Throughout the request process (submission and approval/rejection), notifications can be set up to go to supervisors and officers alike.  Assuming you have these enabled, they will be automatically send to the appropriate users anytime a "milestone" is achieved.  These milestones are as follows.

• A request is submitted
   
  • Supervisors and Admins that have this person as a subordinate in one or more Supervisor Rules will receive a notification that has all the details of the request.
     
• A request is approved/rejected
   
  • The officer(s) in question will receive a notification, indicating the decision (approved/rejected).
     
  • Supervisors and Admins that have this person as a subordinate in one or more Supervisor Rules will receive a notification that tells them what was approved/rejected, so that everyone is kept in the loop when subordinates are shared by several supervisors/admins.

What format (email/text/both) will these notifications be sent in?

The format used for notification is configurable for the department as a whole.  They can not be configured on a user-by-user basis at this time.

There are currently 4 formatting options to choose from...

• None (i.e. do not send notifications for this item type)
• Email
• Text
• Email & Text
• Once the mobile app has been deployed, push notifications will be another format that you can choose

These options can be configured uniquely for the following items...

• Shift Release Request
• Shift Claim & Additional Time Request
• Shift Cover Request
• Shift Trade Request
• Time Off Request
• Special Assignments & Beat Request
• Overtime Request
• Holdover Request
• Modify Request (e.g. your request for OT was already approved, but you want to change it from being "earned as pay" to being "earned as comp")
• Rescind Request  (e.g. your vacation request was already approved, but you decided later to work it instead, and now need to remove that vacation)

NOTE: These formats and configurations must be done by your Pace Representative.

Setting up Supervisor Rules so that you receive notifications

There are two checkboxes you need-be concerned with when setting up supervisor rules if you you want to receive notifications when your subordinates submit requests. 

NOTE: You will only ever need ONE of these checked in any given supervisor rule, never both.  

• Will Automatically Get Notified on Requests
   
  • If this box is checked in a supervisor rule, ALL selected supervisors for that rule will receive a notification ANYTIME one of their selected subordinates for that rule submits a request.
     
  • These same supervisors will also receive notifications if one of the other selected supervisors in that same rule approves/rejects a request from one of the selected subordinates in that same rule.
     
• Will Show Up In Dropdown
   
  • If this box is checked in a supervisor rule, ALL selected supervisors for that rule will receive a notification IF AND ONLY IF their name is specifically selected in the supervisor dropdown that appears on the request form a user fills out.  
     
  • Multiple supervisors can be selected at a time from this dropdown whenever a request is submitted.  There is also an "All Supervisors" option that the requesting officer can select.

Admins

Even though Admins receive and can approve/reject pending actions for any and all requests in the dept., they will only receive notifications if a supervisor rule exists for them, and has one of the two checkboxes (mentioned above) checked.

Supervisors

Who you receive notifications for and when is determined by the supervisor rule(s) that you are a part of. Keeping in mind the info explained above (primarily that checkboxes), please see our explanation of Supervisor Rules to gain a better grasp on this process.

Basic Users

Basic Users only receive notifications when one of their requests gets approved/rejected. If their particular request requires multiple approvals, they will receive a notification each time an approval/rejection occurs.