Application Action Notifications

Application Action Notifications

Yes, you've heard it correct now you can configure PermAssist Application Notifications,
We now provide complete flexibility to configure which notification, should go to whom. It's just not limited to this, your applicants can also configure if they want to receive notifications for certain actions.

We don't stop from here, Notifications doesn't mean just email. we provide the ability to get notifications through TASKs too.

On high-level we now provide the ability to Configure 5 different Action Notifications:
  1. New Application Lodged from Applicant Portal
  2. New Application Lodged from Public Portal
  3. New Quotation Lodged from Public Portal
  4. New Document Upload on Applicant Portal
  5. Notification Email for Inspection Result Change
The best part of this feature is, it can be completely configured/set up by you. You decide what you want. 

Let's dig in and see how we can configure this.

A new Menu Item called Notification Settings 
To manage these settings you will need access to the System Admin section in PermAssist. 





Under Notification Settings, you'll find two tabs Notification Settings and Notification Recipient



Notification Settings is used if you want to configure Notifications to Application Specific Stake Holders (Assigned Staff, Assigned Surveyor, etc)
Notification Recipient is used if you want to configure Notifications to Specific Staff (Admin Staff) 

Don't worry we have got a few common scenarios and their settings for your reference.

Scenario: I want all new Document Upload Notifications to be emailed to my Admin Staff and Not Assigned Staff
Go to System Admin > Notification Settings



Next, Go to  Notification Recipient Tab and click on New Notification Recipient Button



Now, select the Staff to whom you want to Notification to be sent



Select Notification Notification Type (A New Document is Uploaded on Applicant Portal) in this case.



Select how you want to get notified, by email or task.



Select the Email / Task Template, and Submit (Click here to know how to configure email Template)



Yes, you're done, you have configured PermAssist to send email notification for new document upload to you Admin Staff.

Scenario: I want assigned Staff to be notified for Inspection Result Change
Go to System Admin > Notification Settings



Next, click on New Notification Setting button


Select Notification Notification Type (Inspection Result is Updated through...) in this case.



Select Email Template and/or Task Template based on how you want to be notified.



Now, tick checkbox next to Appropriate Stakeholder/s (In our case Assigned Staff Email) and Submit.



Yes, you're done, you have configured PermAssist to send email notification for Inspection Result Change to Assigned Staff.

Notification Settings for a Specific Application
If you want to enable these settings, please send us an email on support@permassist.com.au.

Is there a requirement such that for a particular application you want to set up notification? For instance, you want to notify the builder/owner. etc.
Don't worry we can do that too.

Go to that Particular Application > Click on Application Notification Section.



Click on add, provide the Notification type, recipients email, and email template. 




Notification Settings for Applicant Portal
Now, your Applicants can also set up notification Emails for themselves.

Go to System Admin > Settings



Click on Add button




Provide the Notification type, recipient email, subject, and Content - 


Submit all Done.

If you want to configure any Notification, and not sure how to do this, or have any questions feel free to connect with us on support@permassist.com.au.





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