Contractor notifications

1. What is on the screen

At the top, «Send reminders» and the filters «All», «Pending», «Sent», «Failed» and «Due soon». The figures are «Sent», «Delivery rate», «Open rate» and «Expiring docs».

The table shows contractor, type, subject, channel, status (Pending, Sent, Delivered, Opened, Retrying or Error) and date. Without alerts you will see “No notifications to display”.

2. Sending expiry reminders

Click «Due soon» to see each document with its expiry date and the days left. Click «Send reminders» to send the alerts for those documents now, without waiting for the automatic run. The sending then appears under «Sent».

3. What to do with a failed alert

Filter by «Failed». An alert almost always fails because the contact's email is wrong or the installation has no email configured. Correct the “Contact email” on the contractor's record (or their alternative email in their preferences) and send again.

4. Each contractor's preferences

“View preferences” opens the contractor's “Notification preferences”: “Preferred language” (or “Follow the contracting company's language”), the channels (email, in-app, SMS), which kinds of alert they receive, how many days ahead they are reminded of an expiry, an alternative email and whether alerts are grouped into a digest.

Sending reminders and changing preferences requires edit permission. CAE Coordination is, by default, visible only to administrators.