❗Before exploring which notifications we have in place, make sure that you have set your preferred notification settings in your own user profile.
The tables below list out answers to these questions:
What notifications do we have and how frequently are they being sent out?
Which notifications are sent via email (E) and dashboard/in-platform (D)?
General
Name | Description | Frequency | Type |
New user added to your company | User has been added to your company | as required | E |
Login codes | Login code email to access the platform | as required | E |
Supplier network
Name | Description | Frequency | Type |
|
|
|
|
Supplier network connected | Supplier network connected | as required | E/ D |
Company linked | A company has linked and connected with your company | as required, immediate | E/ D |
Certificates, Documents and Audits
Name | Description | Frequency | Type |
Network certificates expired | Certificates of my suppliers have expired | daily, immediate | E/ D |
My certificates have expired | My company certificates have expired | daily (until certificate is renewed or archived) | E/ D |
My certificates are expiring | My company certificates are about to expire | 3 months/1 month/2 weeks before, daily | E/ D |
Claim rejected | Claim has been rejected | as required, immediate | E/ D |
Claim approved | Claim has been approved | as required, immediate | E |
Document shared | A document is shared with another company | as required, immediate | E/ D |
Document requested | Document is requested to be shared with another company | as required, immediate | E/ D |
Audit shared | Audit is shared with another company | as required, immediate | E/ D |
Audit requested | Audit is requested to be shared with another company | as required, immediate | E/ D |
Next planned audit | Next planned audit is coming up | 3 months/1 month/2 weeks/1 day before | E/ D |
Your supplier's next planned audit is coming up | Next planned audit (shared with you) is coming up | 1 month/2 weeks/1 week/1 day before | E/ D |
Bulk Importer/Uploader
Name | Description | Frequency | Type |
Products Bulk Import | Confirmation of successfully imported products | as required | D |
Tracing
Name | Description | Frequency | Type |
Cascade tracing purchase order summary changes | Purchase order activities stored and sent to creators | weekly | E |
Cascade tracing purchase order modified | Purchase order modified and request to disclose the upstream supplier | as required | E |
Cascade tracing purchase order created | Purchase order created and request to disclose the upstream supplier | as required | E |
Cascade tracing purchase order attached | Purchase order attached and request to disclose the upstream supplier | as required | E |
Cascade tracing download order documents email | Email with selected order's attachments | as required | E |
Fiber transaction created | Fiber transactions created and sent a shipment to receiver | as required | E/ D |
Questionnaires
Name | Description | Frequency | Type |
Questionnaire Invitation | Client has invited company to their questionnaire | immediate | E/ D |
Questionnaire Commented | Comment has been added to a question in the questionnaire by answering company/client | immediate | E/ D |
Questionnaire Reminder | Reminder about pending questionnaire manually triggered by client | as required | E/ D |
Questionnaire Due Date is closing | Due date of questionnaire is approaching | Triggered based on due date (1 month, 2 weeks, 1 week, 1 day before) | E/ D |
Questionnaire Response submitted | Answering company has submitted questionnaire for review | immediate | E/ D |
Questionnaire Question added | Client has added a new question to the on going questionnaire | immediate | E/ D |
Questionnaire Due Date has changed | Initial due date has been changed | immediate | E/ D |
Questionnaire Change requested | Client is requesting changes from the answering company | immediate | E/ D |
Questionnaire Review completed | Client has completed reviewing the questionnaire | immediate | E/ D |
Questionnaire Archived | Client has archived the questionnaire | immediate | E/ D |
Questionnaire Unarchived | Client has unarchive the questionnaire | Is sent to answering companies that have not yet submitted their questionnaire response | E/ D |
CAPA
In-app notifications are triggered for all roles only after CAPA creation = When an assignee is added. Changes like adding a Collaborator, or modifying the Responsible Person do not trigger notifications before CAPA adding an assignee.
The user performing the action or changing the status does not receive a notification for that action or change.
In CAPA | Creator Company | Responsible Company | Reporter | Assignee | Collaborator | Watcher |
Assignee added/removed |
|
|
| In-App/ Email |
| In-App |
Collaborator added/removed |
|
| In-App | In-App/ Email | In-App/ Email | In-App |
Responsible company added |
| In-App |
|
|
|
|
New comment |
|
| In-App/ Email | In-App/ Email | In-App | In-App |
Status update "In Progress" |
|
| In-App |
| In-App | In-App |
Status update "In Review" |
|
| In-App/ Email |
| In-App/ Email | In-App |
Status update "Changes requested" |
|
|
| In-App/ Email | In-App | In-App |
Status update "Done" |
| In-App |
| In-App/ Email | In-App/ Email | In-App |
CAPA is overdue |
|
| In-App/ Email | In-App/ Email | In-App |
|
In CAP | Creator Company | Responsible Company | Reporter | Assignee | Collaborator | Watcher |
Assignee added/removed |
|
|
| In-App/ Email |
| In-App |
Collaborator added/removed |
|
| In-App | In-App/ Email | In-App/ Email | In-App |
Responsible company added |
| In-App |
|
|
|
|
New comment |
|
| In-App/ Email | In-App/ Email | In-App | In-App |
Status update "In Progress" |
|
| In-App |
| In-App | In-App |
Status update "Done" |
|
|
| In-App/ Email | In-App/ Email | In-App |
CAP is overdue |
|
| In-App/ Email | In-App/ Email | In-App |
|