Audit Emails
Action or Event | Email Subject | Email Recipient | Frequency | Included in Digest Emails (If the digest is enabled) | Available as mobile notification |
The Audit is Due Today | Your Audit is due today | Auditor | Once | Yes | Yes |
Audits due the same day they are scheduled | Your Audit is due today | Auditor | Once | No | Yes |
Audit due in x days (start window) | Your Audit is due in X days | Auditor | Once | Yes | Yes |
Audit due in x days (start window) scheduled after digest is sent out | Your Audit is due in X days | Auditor | Once | No | Yes |
The Audit is Past Due | The Audit is past due | Auditor and Manager+ *Look up the org tree until a Location Manager is found for a location | Once every day until Audit is complete or missed | Yes | Yes |
Audit is Missed | The Audit has been missed | Manager+ *Look up the org tree until a Location Manager is found for a location | Once | Yes | No |
Auditor *Site Setting "Missed Audit Email Notifications to Auditor" must be turned on under "Audit Delete Request" | Once | Yes |
+ You will need to enable this on the Site Settings page
Findings Emails
Action or Event | Email Subject | Email Recipient | Frequency | Included in Digest Emails (If the digest is enabled) | Available as mobile notification |
Finding Opened | Finding Alert | Responsible Party | Once | No | Yes |
Finding is not yet closed and today is the due date (not opened today) | Finding Due Today | Responsible Party | Once at the beginning of the day | Yes | No |
Finding status is changed to Open - Past Due or Pending - Past Due | Finding is now past due | Responsible party | Everyday to responsible party Until Finding is closed or 14 days after past due then no more emails will be sent | Yes | No |
Additional manager* | Everyday to another manager for 21 days after past due then no more emails will be sent | Yes | No | ||
Finding is submitted for approval | Finding is pending for your approval | Approving Party | Once | No | Yes |
Finding is closed | Finding closure | The user that opened the Finding | Once | No | Yes |
Finding is Re-assigned | F Alert | Responsible Party | No | Yes |
*if the additional manager is same as the responsible party, we send this email to the responsible party
Corrective Action Emails
Action or Event | Email Subject | Email Recipient | Frequency | Included in Digest Emails (If the digest is enabled) | Available as mobile notification |
Event Initiated | Corrective Action Status | CA Owner(s) CA Approver(s) | Note: Only one email is sent to the CA owner if he is the only owner or the first event owner and auto-assigned to all tasks | No | Yes |
Event due today | Corrective Action Status | CA Owner(s) CA Approver(s) | Once | Yes | Yes |
Event past due | Corrective Action Status | CA Owner(s), CA Approver(s) | Once | Yes | No |
CA is assigned to an owner | Corrective Action assigned to you | CA Owner(s) | Once | No | Yes |
CA is assigned to an approver | Corrective Action assigned to you | CA Approver(s) | Once | No | Yes |
The event closed/approved | Corrective Action Status | CA Owner(s) | Once | No | No |
Event Rejected | Corrective Action Status | CA Owner(s) | Once | No | No |
Event pending approval | Corrective Action Status | CA Owner(s) | Once | No | Yes |
Task due today | Corrective Action Task Status | Task Owner(s) | Once | Yes | Yes |
Task past due | Corrective Action Task Status | CA Owner(s) | Once | Yes | No |
Task pending approval | Corrective Action Task Status | Task Approver(s) | Once | No | Yes |
Task approved and closed | Corrective Action Task Status | Task Owner(s) | Once | No | No |
Task rejected | Corrective Action Task Status | Task Owner(s) | Once | No | No |
Task re-opened | Corrective Action Task Status | Task Owner(s) and Task Approver(s) | Once | No | No |
Task closed (no approval required) | Corrective Action Task Status | CA Owner(s) | Once | No | No |
Notify first open earliest due date task's owner | Corrective Action Task Status | Task Owner(s) | Once | No | No |
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