This interface allows you to define how Alerts are managed, when they will be sent in relation to Task Statuses, and by what means they will be sent to relevant users (i.e. by SMS, Email, WhatsApp). You can also define the time period within which Alerts can be sent, e.g. 09.00 to 18.00.
To define who receives Alerts (broken down by different Task Statuses) simply check the checkbox of the Profile Type in question. In the screenshot below, we have set it up so that the Carer and Client will receive an Alert by email when a Task is update to Cancelled.
Once you have selected a Profile Type to receive these Notifications, for example Users (Staff), then you must access each individual User (Staff Member) Profile, open the Communication Tab and enable the Send System Notification checkbox, as illustrated below:
If this is not enabled, the
Staff Members won’t receive a copy of the email notification.