Email Report Notifications

Are you looking to make sure the right people receive automated email reports when an assessment is submitted? You’re in the right place! With just a few quick steps, you can ensure that email report notifications are sent to the correct team members every time.

Please note: Email notifications are dependent on proper user-role and location connections. If notifications aren’t being sent, it may be due to a configuration issue. No worries, our team is here to help at help@meazureup.com!

Step 1: Navigating to the 'Notifications' Page

To begin, log in to your account and navigate to the 'Configuration' tab located on the left-hand side. From there, click on 'Notifications'. This is where you’ll manage who receives what when it comes to automated email reports.

Step 2: Selecting the Role(s) for Notifications

Once on the Notifications page, choose the role(s) you wish to receive email notifications. You may select as many roles as necessary. This ensures that everyone with that role is looped in when an assessment is submitted.

Step 3: Choosing the Appropriate Assessment(s)

Next, select the assessment type(s) that should be associated with the selected role(s). This means only the relevant assessments will trigger notifications to the appropriate users.

Step 4: Finalizing Your Settings

Click on 'Create' to lock in your notification settings. That’s it! You’ve now successfully set up automated email notifications.

Step 5: Customizing Notifications by Role

Repeat this process for any additional roles or users who should only be receiving reports for specific assessments.

For example: If you’d like all QA Managers to only receive Food Safety Assessments, assign their role to that specific assessment only. This step is especially helpful if your brand utilizes multiple assessment types.

Pro Tip: Want to exclude a specific individual (but not an entire role) from receiving notifications? Consider creating a custom role just for that user. This will give you more flexibility when managing notifications across teams.

Need help setting this up or want to fine tune your notifications for specific roles or teams? We’ve got you covered. Reach out to our team at help@meazureup.com, and we’ll be glad to assist!