Configuration of emails, alerts, and notifications

Templates and rules for emails

Templates are used to send emails to recipients when certain observation or safety-incident actions are performed.

An email rule defines whether an email is sent. Automatic emails use templates you created, or you can choose to not send an email.

You can configure emails to use a preset header image and HTML-formatted footer to make the email match other internal communications that employees receive. See the steps for setting up notifications.

Alerts

You can configure which alerts are triggered when certain conditions are met. For example, an alert can be triggered if an observation has not been closed or generated into an incident within the configured number of days. This alert is displayed in the observation log.