# Utilisation Notifications

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

> Set up alerts to monitor each Participant's service budget utilisation as supports are delivered.

Create Utilisation Notifications to alert selected people when a Participant has used a set percentage of a Service budget.

To manage [Utilisation Notifications](https://app.astalty.com.au/notifications/utilisation), head to the [Notifications](https://app.astalty.com.au/notifications) page in the main menu and click **Utilisation** in the **Plans & Services** group. Only Admins can manage these notifications. This can't be changed per user.

## Creating Utilisation Notifications

Select **Create Notification**. A new notification has **Primary Coordinator**, **Service Coordinator**, **Within Astalty** and **Email** ticked.

![The Utilisation Notifications page with no notifications yet, and the Create Notification button highlighted at the top right.](https://docs.astalty.com.au/assets/screen-shot-2023-12-03-at-1.16.22-pm-1701570293-1702375136.png)

### Notification Details

#### When would you like to send the notification?

1. Enter the **Used %** that will trigger the notification. It must be a whole number of at least 1.

- For instance, input 50% to receive an alert when half of the funding is utilised.

For Services with a funding schedule, the percentage is measured against the funding released so far (the total of every funding period that has started), not the full plan budget.

![The When would you like to send the notification? section with Used % set to 50, a line explaining the notification triggers once 50% of a Service budget has been used, and a note that Services with a funding schedule are measured against the funding released so far.](https://docs.astalty.com.au/assets/screen-shot-2023-12-03-at-1.17.21-pm-1701570312-1702375119.png)

#### Which Services do you want this notification to apply to?

1. Choose the support **Categories** this notification should apply to. At least one is required, and only Services in those categories trigger it.

- You can select more than one category if necessary, for example, 'Support Coordination' or 'Daily Activities'.

### Notification Email Content

Optional. Anything you add here is included in the email. It does not appear in the in-app notification.

### Notification Recipients

Select at least one recipient.

#### 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 the Service that reached the threshold.

Each Service on a plan can have its own coordinator, for example a Psychosocial Recovery Coach or a Level Three Support Coordinator, so only the coordinator responsible for that Service is told.

#### 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.

#### Within Astalty

Recipients get an in-app notification titled **Utilisation Notification** with a link to the Participant's utilisation.

#### Email

Recipients get an email.

## Finalising Your Notification

Select **Add Notification** to save it.

The list shows each notification's **Trigger**, **Categories**, **Delivery** methods and **Recipients**. Click a row to edit it, or use its actions menu to **Edit**, **Clone** or **Delete** it.

## Multiple Notifications

You can add multiple notifications, each with its own threshold, categories and recipients.

Utilisation is checked after charges are added, changed or removed for a Participant with a current plan. Astalty also checks monitored Services overnight, at about 4am Brisbane time, so changes such as newly released funding can be picked up without another charge.

A notification is sent the first time a Service's used percentage reaches its threshold. To avoid repeated alerts when usage moves slightly above and below the threshold, usage must fall far enough before the notification can send again. For a threshold of 10% or more, it must fall at least 5 percentage points below the threshold. For example, a 75% alert can send again after usage falls to 70% or less and then reaches 75% again. For thresholds below 10%, the margin is half the threshold rounded down, with a minimum of 1 percentage point.

When a check takes a Service past several of your thresholds at once, each person receives only the alert for the highest threshold.

## Tips and Best Practices

Set up multiple thresholds such as 50%, 75%, and 95% to monitor different levels of fund utilisation.

- Regularly review your notification settings to ensure they align with current service delivery and budget allocations.

## FAQs

### How will Utilisation Notifications work for Funding Periods?

For a Service with funding periods, the used percentage is measured against the funding released so far: the total of every funding period that has started. For example, with a notification set at 80%, you are notified when spending reaches 80% of all funding released to date, not 80% of the current period on its own and not 80% of the full plan budget.

## Video Guide

Video walkthrough: utilisation notifications.
