Want to know who gets emailed when actions are assigned or flagged? You're in the right place. This guide shows you exactly how action emails work, from assigning an Action Owner to sending update requests and managing overdue alerts. Let’s walk through how to stay on top of communication and make sure the right people get notified.
Action Owner Notification
As soon as you fill in and save the Action Owner field on an action, that person is emailed immediately.
Only the assigned Action Owner receives this email.
Send a Request for Update
To ask the Action Owner for an update:
Go to Action Plan from the left-hand menu.
Find the action you want an update on.
Click the Flag icon next to the action.
Click Send Update Request.
The update request goes only to the Action Owner.
Overdue Action Emails
Overdue action emails are set up using Email Trigger Configuration.
To check or edit these:
Go to Admin from the left menu.
Under Email Configuration, click Email Trigger Configuration.
Use the arrows or page numbers to find the right trigger.
Click the Edit icon next to it.
Use Filter by Roles to choose who receives the email.
You can customise which roles get overdue action reminders.