Overview: Compliance allows store managers to receive email notifications so that they can stay informed about important updates, deadlines, and the summary of their location’s compliance score.
Start from: The Compliance dashboard.
Enable and disable email notifications
Select People > Users from the main menu.
Find the user you want to configure email notifications for and select Edit.
Scroll down to Notifications or select Notifications directly from the side menu.
Toggle On/Off the different email notifications you want the user to receive.
Select Save.
Notes: Only users with registered emails can enable notifications.
Available email notifications
Central users
On a central user you can see the following options for email notifications:
Weekly dashboard email: Summary of compliance performance for all locations.
Monthly summary central email: A comprehensive monthly report on compliance results.
Weekly locations summary central email: A weekly recap of compliance data from all locations.
Local users
On a local user you can see the following options for email notifications:
Daily registration email: A report of all the previous day’s registrations.
To-Do today morning email: A list of tasks due in the morning.
To-Do today afternoon email: A list of tasks due in the afternoon.
Weekly summary local email: A summary of compliance performance for the past week.
Monthly summary local email: A detailed compliance report for the past month.
Upcoming tasks for the next four weeks: Sent every Monday, this email reminds users about bigger or less frequent tasks (i.e., tasks not scheduled on a daily or weekly basis).
Note: This email is turned off by default, and users must manually enable it in their profile.
Notifying a User About a Deviation
When a deviation is recorded, the user logging the deviation can assign a responsible person and choose to notify them by sending an email. This ensures that the designated individual is promptly informed and can take appropriate action.