System Emails & Notifications
Decision Lens Portfolio Owners can choose to send or to prevent emails being sent to decision participants. Each of the actions below will trigger an email to participants. 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.
Task Based Emails
| |
Owner |
Voting Owner |
Reviewer |
Voting Reviewer |
Voter |
Comments |
| 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 |
NO |
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 |
Collection Period Based Emails
| |
Owner |
Voting Owner |
Reviewer
|
Voting Reviewer |
Voter |
Comments |
| 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
| |
Owner |
Voting Owner |
Reviewer
|
Voting Reviewer |
Voter |
Comments |
| 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 |
