Enabling Email Notifications for Audit Reports by Template

Overview

You may need to configure email notifications so that specific users receive report notifications for all relevant templates under an Asset. This can be configured individually per template; there is no bulk configuration method at this time.

Configuration can be set up and maintained by a Nulogy Quality & Compliance Admin user and once configured:

• Selected users will receive email notifications for Audit Reports generated from the configured templates.

• Notifications will be applied based on the Template-level settings defined for each case. If none are configured, it will default to the user-specific notification settings.

Note: If there are currently ‘no users selected to received audit reports’ specifically, then it would default to the user’s specific notification settings.

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How to Configure Template Email Notifications

1. Go to Assessments > Templates.

2. Under the Asset filter options, set the Asset to the relevant location (e.g., Office).

3. Search for and click to open your template (for example: Cleaning Audit).

4. Within the template, click the Settings subheader and select the Reports section.

   

5. Scroll down to Users Receiving Reports.

6. Click Configure users to receive Audit Reports.

   

7. In the configuration window, select the appropriate:

   • Template Grade

   • Email Options

   • Specific users who should receive notifications (All, Asset Manager, individual selection)

   

8. Click Next.

9. Confirm which users should "Receive audit report emails regardless of their Asset access"

   

   Only 'Asset Manager' was selected from the prior page. No individual users are listed on this page for selection.

10. Click Finish.

11. Repeat steps 2-10 for all remaining templates that need specific notification settings.