- Insights
- Notifications
- Plan Notifications
Plan Notifications
Plan notifications are an essential tool to keep track of key events and deadlines in relation to Participant's plan dates. Follow this procedure to create and manage plan notifications within the system.
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 open Notifications and create, edit, clone or delete these notifications. This can't be changed per user.
Creating a New Plan Notification
Once you're on the Plan Notifications page click 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
This enables you to select which User Groups you wish to be notified. The Support Worker and All Users groups aren't offered here.
Users
This enables you to notify a user directly.
Notification Methods
Select at least one method. Both are ticked on a new notification.
Within Astalty
If this option is selected, the user will be notified within Astalty.
If this option is selected, the user will be notified via email.
Finalising Your Notification
After entering all the relevant information, click 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.