The manual notification function allows you filter and send email notifications from within the system to your users. You can select one user, all users, or a filtered list of users to send a notification to. The notification has no predefined text - simply set it up like a normal email.

How to Send a Manual Notification

Step-by-Step Guide

1. Set up a filter to show the staff members to whom you would like to send a notification.
   • To provide an audit trail, we recommend always including yourself in the list.
2. Select everyone in your report by checking the box on the left-hand side in the header. Alternatively, check the box to the left of an individual to select them
3. On the new toolbar that appears above the table click the three-dot button
4. Click Send notification
5. The notification popup has two sections:
   • In-app notification: sends a pop-up message to selected users in the system (not commonly used)
   • Email notification: sends an email message to the selected users
6. In the Email Notification section:
   1. Type in an email subject
   2. Type in your email message
   3. Use the tokens to personalise your text (see below)
   4. Click Send

Tokens

Example manual notification