Management of Triggers (2.0)

Management of Triggers (2.0)

Setting up email triggers

Automated emails which send critical/high priority reports straight department managers/subject matter expects so that actions can be carried out quickly and effectively.

  1. In your procedure click the three buttons next to the files tab

  2. You will be taken to the triggers page where all active and inactive triggers will be displayed in their appropriate tabs.

  3. To add a new trigger, click the “Add Trigger” button in the top right of the screen.

  4. Give your trigger a name.

  5. You can send a trigger based on a simple condition such as:

  • A new report submitted

  • A report status has been changed.

  1. You can also send a trigger based on more complicated logic for example:

  • When a report is submitted


  • The data point is equal to “High Risk”


  • The data point is equal to “Need assistance to resolve.”

  1. Once you have completed the logic, add the email address(es) of the users who should receive the trigger.

  2. Format the subject and body of the email you wish to send.

  3. A link to the report will automatically be attached.

  4. Press “Create Trigger” at the bottom.

  5. You can always come back and edit your trigger later down the line or inactivate it if it is no longer relevant.

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