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System Emails & Notifications

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Decision Lens Portfolo Owners can choose to send or to prevent emails being sent to decision participants.   Each of the actions below will trigger an email to participatns.  If the email is not wanted, uncheck the box in the pop up dialog.  

The matrix below describes the conditions (action & role) that will trigger a system email to one or more users in Decision Lens.   The email templates are pre-configured and not editable by system administrators.  In some actions such as User Registration there is an option to add a personal message to the outgoing email.

 

Owner

Voting Owner

Reviewer

Voting Reviewer

Voter

Comments 

Task Based Emails

Broadcast has Started

YES

YES

NO

YES

YES

Email only if included as part of the broadcast invite list

Broadcast has Ended

YES

YES

NO

YES

YES

Email only if included as part of the broadcast invite list

Rate Alternatives Open

NO

YES

NO

YES

YES

Email only if user has Ratings toggled on to be part of the Collection

Rate Alternatives Closed

NO

YES

NO

YES

YES

Email only if user has Ratings toggled on to be part of the Collection

Establish Priorities Open

NO

YES

NO

YES

YES

Email only if user has Priorities toggled on to be part of the Collection

Establish Priorities Closed

NO

YES

NO

YES

YES

Email only if user has Priorities toggled on to be part of the Collection

New Submissions to Review

YES

YES

NO

NO

XO

All Owners will get an email for each new submission

Review Returned for Revision Submission

YES

YES

YES

YES

YES

Email only if users own submission gets returned for revision

Submission Period Open

YES

YES

YES

YES

YES

Email only if included as part of the Submission Request invite list

Submission Period Closed

YES

YES

YES

YES

YES

Email only if included as part of the Submission Request invite list

Idea Engine Based Emails

         

 

Idea Accepted as Alternative

YES

YES

YES

YES

YES

Email only for Submission author

Idea Archived

YES

YES

YES

YES

YES

Email only for Submission author

Collection Period Based Emails

Added to Portfolio when Establish Priorities Open

NO

YES

NO

YES

YES

Email only for added user(s) only if Collection period is open

Added to Portfolio when Ratings Open

NO

YES

NO

YES

YES

Email only for added user(s) only if Collection period is open

Deleted from Portfolio when Establish Priorities Open

NO

YES

NO

YES

YES

Email only for added user(s) only if Collection period is open

Deleted from Portfolio when Ratings Open

NO

YES

NO

YES

YES

Email only for added user(s) only if Collection period is open

Role Change from Voter to Non-Voter when Establish Priorities Open

NO

YES

NO

YES

YES

Email only for added user(s) only if Collection period is open

Role Change from Voter to Non-Voter when Ratings Open

NO

YES

NO

YES

YES

Email only for added user(s) only if Collection period is open

Role Change from Non-Voter to Voter when Establish Priorities Open

YES

YES

NO

YES

YES

Email only for added user(s) only if Collection period is open

Role Change from Non-Voter to Voter when Ratings Open

NO

YES

NO

YES

YES

Email only for added user(s) only if Collection period is open

User Administration Based Emails

Invited to Register

YES

YES

YES

YES

YES

 

Registration Confirmation

YES

YES

YES

YES

YES

 

Invited to Portfolio

YES

YES

YES

YES

YES

 

Forgot Password

YES

YES

YES

YES

YES

Email with a link for landing page to reset email

Password has been Changed

YES

YES

YES

YES

YES

Confirmation

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