Participant Risk Review Notification
Overview
Create Participant Risk Review Notifications to remind selected people before, on or after a Risk's review due date.
To manage Participant Risk Review Notifications, head to the Notifications page in the main menu and click Participant Risk Review in the Participants group.
Only Admins can manage these notifications. This can't be changed per user.
Creating a Participant Risk Review Notification
Click Create Notification. A new notification is set to 1 week before the review date, with Primary Coordinator, Service Coordinator, Within Astalty and Email all ticked.
Notification Settings
Choose when to receive the Notification by entering a number in Notification timeframe and selecting a timing option from the Period drop-down. The number can be from 1 to 365.
The following timing options are available:
- On the day: sends the reminder on the day the Risk is due for review. The number field is not used for this option.
- Days before: sends the reminder the entered number of days before the review due date.
- Weeks before: sends the reminder the entered number of weeks before the review due date.
- Days after: sends the reminder the entered number of days after the review due date.
- Weeks after: sends the reminder the entered number of weeks after the review due date.
The Days after and Weeks after options let you chase up Risks that have already slipped past their review due date, alongside the existing "before" reminders. For example, you could send one reminder 1 week before a review is due, and another 3 days after it becomes overdue if it still hasn't been reviewed.
You can create multiple Notifications with different timing options to build up a reminder schedule that suits your team.
A Risk's review due date is worked out from its review frequency, counted from the date it was last reviewed (or the date it was added, if it has never been reviewed). Astalty checks once a day, at about 9am Brisbane time, and sends each reminder once, on the day that matches your timing. Archived Risks, and Risks for archived Participants, are skipped.
Notification Email Content
Add optional instructions for what recipients should do when a Risk is due for review. This content appears in the email only.
Notification Recipients
Select at least one recipient. Service Coordinator notifies the coordinator of each Service on the Participant's current plan.
User Groups
Select one or more User Groups. Support Worker and All Users are not available here.
Users
Select individual users who should receive the notification.
Notification Methods
Select at least one method.
Within Astalty
Recipients get an in-app notification.
Recipients get an email.
Finalising Your Notification
Select Add Notification to save it.
Each saved notification is listed with its timing under When, its Delivery methods and its Recipients. Click a row to edit it, or use its actions menu to Edit, Clone or Delete it.