Notifications will be sent to relevant team members via the selected preferred method in ‘Profile setup’ under the following circumstances:
Platform Area | What Triggers Notification? | Who Receives Notification? |
Decision | New collaborator is invited to a decision | New collaborator |
Decision or recommendation is assigned | Person who is assigned (unless they assigned themselves) | |
Driver(s) are assigned | Person who is assigned (unless they assigned themselves) | |
Driver(s) updated | The decision manager and assignees of drivers that use this driver as a reference | |
Decision comment is added with ‘notify all’ checked | All collaborators except the creator of the comment | |
Reply to discussion comment is added | The creator of the original comment | |
New like of discussion comment or reply | The creator of the comment/reply | |
User is mentioned in discussion comment or reply | The mentioned user | |
A new decision poll is created | All collaborators except the decision manager | |
All collaborators have responded to a poll | Decision manager | |
Decision or recommendation is made | All collaborators (except the person who entered the decision / recommendation) | |
Decision is shared | Selected people, groups, and email addresses | |
Approval is requested | Approvers tagged to decision | |
Approval is added, changed, or removed | Approval requester & decision manager | |
Actions are assigned | User who is assigned the action | |
Actions are completed | Assignees of the action | |
Results are entered | All collaborators | |
New decision manager assigned | New decision manager | |
Collaborators rate their buy-in | Decider | |
Comment added to a driver | User who answered the driver and anyone who previously commented on the driver | |
Mention in driver or poll comment | The mentioned user | |
New collaborator requesting access | Decision owner | |
Daily activity notifications | Users who have had activity in the decision in the prior 24 hours if their settings are to get an activity summary. | |
Decision Flow | New collaborators are invited to a decision flow | Invited collaborators |
New manager is assigned to a decision flow | New decision flow manager | |
Decision is removed from a decision flow | Decision flow manager | |
New decision flow manager is assigned | New decision flow manager | |
Decision removed from decision flow | Decision flow manager | |
Due Dates | Assigned driver is due | Assignee (or decision manager if not assigned) |
Decision is due | The assignee and decision manager | |
Decision poll is due | Collaborators who have not yet completed the poll | |
Approval is due | Assigned approvers who have not entered an approval response | |
Actions are due | The assignee or decision manager | |
Results are due | Decision manager and user who was assigned the decision (if applicable) |