Email Notifications

QATrack+ comes with a number of built in email notification types that can be triggered by actions taken on the site or scheduled to be delivered at a specific time. Currently the availble notification types are:

Configuring Notifications

Through the use of Recipient Groups, Unit Groups, and Test List Groups notifications can be configured so that they are only apply to certain Units & Test Lists and are only sent to specific users. Configuring these notification groups is done in the admin area under the Notifications header:

The Notification admin section

The Notification admin section

These notifications groups can either be configured on the fly when creating/editing new notifications, or defined ahead of time.

Recipient Groups

QATrack+ allows you to target notifications to specific users/email addresses using Recipient Groups. A Recipient Group is made up of User Groups, Users, or individual email addresses. To create a new Recipient Group click through the Recipient groups link in the Notifications section of the admin area and then on the next page click Add Recipient Group and then fill out the fields:

Name (required)
Give the recipient group a relavant name
Groups (optional)
All users included in these Group will receive the notifications.
Users (optional)
Include any individual Users you want to receive the notifications.
Extra recipient emails (optional)
Include any emails which are not associated with a QATrack+ User
Filling out the fields for a recipient group.

Filling out the fields for a recipient group.

and finally click Save. This Recipient Group can now be associated with Notifications.

Unit Groups

A Unit Group is made up of one or more Units and allows you to target notifications to specific Units using Unit Groups. To create a new Unit Group click through the Unit Group section of the admin and then on the next page click Add Unit Group and then fill out the fields:

Name (required)
Give the Units Group a relevant name
Units (required)
Select the Units to include in this group.
Filling out the fields for a Unit group.

Filling out the fields for a Unit group.

and finally click Save. This Unit Group can now be associated with Notifications.

Test List Groups

A Test List Group is made up of one or more Test Lists and allows you to target notifications to specific Test Lists using Test List Groups. To create a new Test List Group click through the Test List Group section of the admin and then on the next page click Add Test List Group and then fill out the fields:

Name (required)
Give the Test List Group a relevant name
Test Lists (required)
Select the Test Lists to include in this group.
Filling out the fields for a Test List group.

Filling out the fields for a Test List group.

and finally click Save. This Test List Group can now be associated with Notifications.

QC Completed Notices

These notifications are triggered after a user submits a Test List. There are 4 subtypes of QC Completed Notices:

  • Notify when Test List Completed: This type of notice is triggered any time a user submits a completed Test List.
  • Notify on Test at Tolerance or Action: This type of notice is triggered when a user submits a Test List that has Test Instances which are at tolerance or action level.
  • Notify on Test at Action level only: This is the same type of notice as Notify on Test at Tolerance or Action but is only sent for Test Instances which are outside of Action level.
  • Follow up notification: This notification type allows you to have an email notice sent a certain number of days after a Test List is submitted.

To create a new QC Completed Notice click through the QC Completed Notices section of the Notification admin section and then on the next page click Add QC Completed Notice and then fill out the fields:

Notification Type (required):
Select the notification type you want to create
Follow up days (Follow up notifiation Only):
Set the number of days after a test list being completed that you want a follow up email sent.
Recipients (required):
Select the recipient group you want this notification sent to.
Unit Group filter (optional):
If you want this notification to only pertain to specific units, select a Unit Group filter.
Test List Group filter (optional):
If you want this notification to only pertain to specific units, select a Unit Group filter.

Click Save once you have configured the notification the way you want.

Filling out the fields for a QC Completed notice.

Filling out the fields for a QC Completed notice.

QC Review Notices

There is currently only one subtype of QC Review Notice:

  • Notify about test list instances awaiting review: This is a scheduled notification that can be sent to remind staff that there is completed QC awaiting review.

To create a new QC Review Notice click through the QC Review Notices section of the Notification admin section and then on the next page click Add QC Review Notice and then fill out the fields:

Notification Type (required):
Select the notification type you want to create
Recurrences (required):
Create a recurrence rule to define the days you want this notice sent.
Time of day (required):
Select the time of day you want the notice sent.
Recipients (required):
Select the recipient group you want this notification sent to.
Unit Group filter (optional):
If you want this notification to only pertain to specific units, select a Unit Group filter.
Test List Group filter (optional):
If you want this notification to only pertain to specific units, select a Unit Group filter.

Click Save once you have configured the notification the way you want.

Filling out the fields for a QC Review notice to be sent at 9am Mon Wed Fri.

Filling out the fields for a QC Review notice to be sent at 9am Mon Wed Fri.

QC Scheduling Notices

These scheduled notices are available to help you keep on top of what QC is due and when. There are four sub types of notifications that can be configured:

  • Notify about all Test Lists Due Dates This notification will send an email that contains all of the currently scheduled QC and when it is due.
  • Notify about Test Lists currently Due & Overdue This notification will send a notice about Test Lists that are currently Due or Overdue.
  • Notify About Test Lists Currently Due & Overdue, and Upcoming Due Dates This notification allows you to select a future time period (e.g. 7 days) and sends an email about which QC is currently Due, Overdue, or will become Due in that time period.
  • Notify About Test Lists Upcoming Due Dates Only This notification allows you to select a future time period (e.g. 7 days) and sends an email about which QC will become Due in that time period.

To create a new QC Scheduling Notice click through the QC Scheduling Notices section of the Notification admin section and then on the next page click Add QC Scheduling Notice and then fill out the fields:

Notification Type (required):
Select the notification type you want to create
Recurrences (required):
Create a recurrence rule to define the days you want this notice sent.
Time of day (required):
Select the time of day you want the notice sent.
Future Days:
Select the number of days for which you want to include upcoming due dates for QC. For example, to get a notification containing QC coming due in the next week, set future days to 7.
Recipients (required):
Select the recipient group you want this notification sent to.
Unit Group filter (optional):
If you want this notification to only pertain to specific units, select a Unit Group filter.
Test List Group filter (optional):
If you want this notification to only pertain to specific units, select a Unit Group filter.

Click Save once you have configured the notification the way you want.

Filling out the fields for a QC Scheduling notice to be sent on the first of the month.

Filling out the fields for a QC Scheduling notice to be sent on the first of the month.

Service Event Notices

Service Event notices allows users to be alerted to Service Event creation & modification. There is currently one Service Event Notification subtype:

  • Notify when a Service Event is created or modified Use these alerts to get an email whenever a Service Event is created or modified (e.g. the status is updated).

To create a new Service Event Notice click through the Service Event Notices section of the Notification admin section and then on the next page click Add Service Event Notice and then fill out the fields:

Notification Type (required):
Select the notification type you want to create
Recipients (required):
Select the recipient group you want this notification sent to.
Unit Group filter (optional):
If you want this notification to only pertain to specific units, select a Unit Group filter.

Click Save once you have configured the notification the way you want.

Filling out the fields for a Service Event notice.

Filling out the fields for a Service Event notice.

Editing a Notification

In order to edit any notification, locate it in the admin section:

Find the notification you want to edit.

Find the notification you want to edit.

click through the link, make the changes you want and then click Save

Deleting a Notification

In order to delete any notification, locate it in the admin section (as shown above in Editing a Notification), click through the link, click Delete:

Notification delete button

Notification delete button

and then click Yes, I’m Sure:

Notification delete confirmation button

Notification delete confirmation button