# Plan Notifications

Source: https://docs.astalty.com.au/guide/notifications/plan-notifications

> Create and manage alerts for the key dates and deadlines on a Participant's NDIS plan.

Create Plan Notifications to remind selected people before or after a Participant's plan starts or ends.

To manage [Plan Notifications](https://app.astalty.com.au/notifications/plan-notifications), head to the [Notifications](https://app.astalty.com.au/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](https://docs.astalty.com.au/guide/settings/users-settings/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.

#### Email

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.