Plan Notifications
Create Plan Notifications to remind selected people before or after a Participant's plan starts or ends.
To manage Plan Notifications, head to the Notifications page in the main menu and click Plan Notifications in the Plans & Services group.
Only Admins can manage these notifications. This can't be changed per user.
Creating a New Plan Notification
Select Create Notification.
Notification Details
Notification Name
Enter a name for the notification for internal reference, such as "8 Week Implementation Report". The name is also the title of the in-app notification.
When would you like to send the notification in relation to the Participant's plan dates?
Enter a number in Notification timeframe, choose Days or Weeks, then choose the anchor:
| Anchor | Sends |
|---|---|
| After plan start date | The set number of days or weeks after the plan starts, for example 8 weeks after the start date. Only plans that haven't ended yet are included. |
| Before plan end date | The set number of days or weeks before the plan ends, for example 6 weeks before the end date. |
A new notification starts at 6 weeks after the plan start date. The number must be at least 1.
Astalty checks once a day, at about 9am Brisbane time, and sends each notification once, on the day a plan reaches the timeframe. Plans for archived Participants are skipped.
Notification Content
Email Title is the heading at the top of the email. It fills in from the notification name until you change it. The email subject is always Plan Notification for followed by the Participant's name.
Enter any content you'd like to be sent in the Notification email underneath. It appears in the email only, not in the in-app notification.
Notification Recipients
Select at least one recipient. A new notification has Primary Coordinator and Service Coordinator ticked.
Primary Coordinator
Tick this option if you would like to notify the Participant's Primary Coordinator.
Service Coordinator
Tick this option if you would like to notify the Service Coordinator of every Service on the plan.
This is useful when multiple supports are provided - for example this could be Psychosocial Recovery Coach or Level Three Support Coordinator.
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. Both are ticked on a new notification.
Within Astalty
Recipients get an in-app notification.
Recipients get an email.
Finalising Your Notification
Select Add Notification to save it.
The list shows each notification's Name, 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. A clone is named after the original with (Copy) added.
Multiple Notifications
You can add multiple notifications, for example one 8 weeks after the plan starts and another 6 weeks before it ends. Each one sends separately.