Note: The Daily Summary can be customized under your notifications section of the account. You will be able to choose the time of day (top of the hour) that you receive this notification. You will not have the choice of 'never' for this notification.
Daily Summary Notification Setting
To update your daily summary notification settings, navigate to 'Settings >Notifications'. You can select the time that you will receive your daily summary from the dropdown.
A user will receive a Daily Summary if they have ANY of the following:
- If they have a "Signatures needed" (All modules)
- If they have any "Items past due" (Document Reviews)
- If user has any training items “Past Due” (Red piece of the pie chart)
- If user has any training items “Coming Due” in 30 days or less (At Risk, Yellow piece of the pie chart)
- If user is organizer for any OJT Event with assignments “coming due” in 30 days or less
- If user is organizer for any OJT Event with assignments “past due”
- Any Change Controls where a user is the Project or Stage assignee and the project or stage is due within 7 days or the project or stage is Past Due
- Any Issues user is the Project or Stage assignee and the project or stage is due within 7 days or the project or stage is Past Due
- Any Task that a user is assigned to that is coming due within 7 days or is Past Due
- If a user has been added to the permission of “Receives Escalation Notices For Past Due Stages/Task” under an Issue or Change Control category, they will receive a Daily Summary for any item that is Past Due under those categories.