Audit Emails


Action or EventEmail SubjectEmail RecipientFrequencyIncluded in Digest Emails (If the digest is enabled)Available as mobile notification
The Audit is Due TodayYour Audit is due todayAuditorOnceYesYes
Audits due the same day they are scheduledYour Audit is due todayAuditorOnceNoYes
Audit due in x days (start window)Your Audit is due in X daysAuditorOnceYesYes
Audit due in x days (start window) scheduled after digest is sent outYour Audit is due in X daysAuditorOnceNoYes
The Audit is Past DueThe Audit is past dueAuditor and Manager+
*Look up the org tree until a Location Manager is found for a location
Once every day until Audit is complete or missedYesYes
Audit is MissedThe Audit has been missedManager+
*Look up the org tree until a Location Manager is found for a location
OnceYes
No
Auditor
*Site Setting "Missed Audit Email Notifications to Auditor" must be turned on under "Audit Delete Request"
OnceYes

+ You will need to enable this on the Site Settings page

Mitigation Emails

    

Action or EventEmail SubjectEmail RecipientFrequencyIncluded in Digest Emails (If the digest is enabled)Available as mobile notification
Mitigation OpenedMitigation AlertResponsible PartyOnceNoYes
Mitigation is not yet closed and today is the due date (not opened today)Mitigation Due TodayResponsible PartyOnce at the beginning of the dayYesNo
Mitigation status is changed to Open - Past Due or Pending - Past DueMitigation is now past dueResponsible party

Everyday to responsible party Until Mitigation is closed or 14 days after past due then no more emails will be sentYesNo
Additional manager*Everyday to another manager for 21 days after past due then no more emails will be sentYesNo
Mitigation is submitted for approvalMitigation is pending for your approvalApproving PartyOnceNoYes
Mitigation is closedMitigation closureThe user that opened the MitigationOnce    NoYes
Mitigation is Re-assignedMitigation AlertResponsible Party

NoYes


*if the additional manager is same as the responsible party, we send this email to the responsible party

Corrective Action Emails


Action or EventEmail SubjectEmail RecipientFrequencyIncluded in Digest Emails (If the digest is enabled)Available as mobile notification
Event Initiated  Corrective Action StatusCA 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 tasksNoYes
Event due todayCorrective Action StatusCA Owner(s)
CA Approver(s)
OnceYesYes
Event past dueCorrective Action StatusCA Owner(s), 
CA Approver(s)
OnceYesNo
CA is assigned to an ownerCorrective Action assigned to youCA Owner(s)OnceNoYes
CA is assigned to an approverCorrective Action assigned to youCA Approver(s)OnceNoYes
The event closed/approvedCorrective Action StatusCA  Owner(s)OnceNoNo
Event RejectedCorrective Action StatusCA Owner(s)OnceNoNo
Event pending approvalCorrective Action StatusCA Owner(s)OnceNoYes
Task due todayCorrective Action Task StatusTask Owner(s)OnceYesYes
Task past dueCorrective Action Task StatusCA Owner(s)OnceYesNo
Task pending approvalCorrective Action Task StatusTask Approver(s)OnceNoYes
Task approved and closedCorrective Action Task StatusTask Owner(s)OnceNoNo
Task rejectedCorrective Action Task StatusTask Owner(s)OnceNoNo
Task re-openedCorrective Action Task StatusTask Owner(s) and Task Approver(s)OnceNoNo
Task closed (no approval required)Corrective Action Task StatusCA Owner(s)OnceNoNo
Notify first open earliest due date task's ownerCorrective Action Task StatusTask Owner(s)OnceNoNo