Area | Delivery Schedule | Notification Type | Sends Email? | In "Notifications"? | Mobile Push Notifications |
User Management | Immediate | Organization Invitation | Yes | No |
No |
User Management | Immediate | Login Password Reset Request | Yes | No | No |
User Management | Immediate | Reset Password Confirmation | Yes | No | No |
User Management | Immediate | Email Changed Confirmation | Yes | No | No |
User Management | Immediate | Two-Factor Authorization Code | Yes | No | No |
Announcements | Immediate | Announcement Created/Updated | Yes | No | Yes |
Approvals | Immediate | Approval Comment Posted | Yes | Yes | Yes |
Approvals | Grouped (Delayed) | Vote on an Approval | Yes | Yes | Yes |
Approvals | Immediate | All Votes Captured | Yes | Yes | Yes |
Approvals | Immediate | Approval Opened for Voting | Yes | Yes | Yes |
Approvals | Immediate | Approval Voting Closed | Yes | Yes |
Yes |
Assessments | Immediate | Assessment opened for user response | Yes | No |
No |
Assessments | Immediate | Approval response submitted | Yes | No |
No |
eSignatures | Immediate | Electronic Signature Needed | Yes | Yes | Yes |
eSignatures | Immediate | eSignature Open for Signing | Yes | Yes | Yes |
eSignatures | Immediate | eSignature Signing Closed | Yes | Yes | Yes |
eSignatures | Immediate | All Signatures Captured | Yes | Yes | Yes |
Questionnaires | Immediate | Questionnaire opened for user response | Yes | No | No |
Questionnaires | Immediate | Questionnaire response submitted | Yes | No | No |
Meetings | Immediate | Meeting Visibility Status Changed | Yes | Yes | Yes |
Meetings | Grouped (Delayed) | Agenda Permissions Updated | Yes | Yes | Yes |
Meetings | Grouped (Delayed) | Annotation Shared | Yes | No | Yes |
Meetings | Immediate | New Book Version Available | Yes | No | No |
Meetings | Immediate | Book Build Failure | Yes | No | No |
Meetings | Immediate | Meeting Reminder (Admin Prompted) | Yes | No | No |
Meetings | Dependent on Meeting Visibility. 1-3 days before meeting. | Meeting Brief Summary | Yes | No | No |
Meetings | Immediate | Meeting Minutes sent for Review | Yes | No | Yes |
Meetings | Immediate | Meeting Minutes Visibility Changed | Yes | No | Yes |
Resources | Grouped (Delayed) | Resource Uploaded | Yes | Yes | Grouped (Delayed) |
Surveys | Immediate | Survey Open for Participation | Yes | Yes | Yes |
Surveys |
Immediate | Survey Participation Closed | Yes | Yes |
Yes |
Messenger | Grouped (Delayed) | New Message Received | Yes | No | Grouped (Delayed) |
Skills Tracking | Immediate | Skill request sent | Yes | No | No |
Tasks | 6 AM - Based on Org TZ Settings | Assigned Task Summary | Yes | No | Yes |
Tasks | Immediate | New Task Assignment | Yes | No |
No |
Agenda Collaboration | Immediate | Added as a Reviewer | Yes | No |
No |
Agenda Collaboration | Immediate | Reminder to Review | Yes | No |
No |
Agenda Collaboration | Immediate | New Comment or Reply Added | Yes | No |
No |
Area - Describes the feature where this Notification will occur.
Immediate / Grouped (Delayed) - Indicates how soon the Notification will be received. Immediate Notifications will be delivered instantly as they are triggered, separately. Grouped (Delayed), sometimes referred to as "Batched", will be clustered together in a single email and will arrive roughly one hour after the last notification in that batch has been triggered. For example, if an Admin uploads 10 documents to the Resource Library, one notification will be delivered an hour after the last document was uploaded, containing all the details of each of the 10 documents captured during that batch.
Notification Type - The name of the notification, or what action that will trigger it to occur.
Sends Email - Will this notification send an email, if the recipient has chosen to enable them in their OnBoard User Profile?
In "Notifications"? - Regardless of how you view OnBoard - in a web browser, on your iOS/Android device, etc. - will this notification be posted in the Notifications tab?
OnBoard Group Trainings:
If you are interested, we do offer further education. You can find the calendar and register for OnBoard Admin group training sessions by clicking here.
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