Notifications

Table of Contents

• Notifications - The Basics
  • Date-based and Action-based Notifications
• What Can Trigger a Notification?
• Set Notification Preferences
• Check In-App Notifications
• Clear Individual In-App Notification
• Clear All In-App Notifications

Notifications - The Basics

Navigators select how they prefer to receive notifications for Assessments, Program Applications, Programs, Services, Classes, and Client-related events: via in-app notification, via automated email, or both. 

• In-App Notification: Users will see a number in a red circle over the  user menu icon in the top right corner of eLogic Genesis.
• Email Notification: Notifications will be delivered to the email address entered in the navigator's record - note that your username and email address do not need to be the same. The email address entered in the record is where notifications will be sent.

Notifications, like viewing Dashboard events, are only available to navigators who are assigned to the client's record when a qualifying event occurs. 

Notifications are divided into two groups: Date-based and Action-based.

Date-based notifications are triggered by events in client records that have a date entered into the system. These notifications are delivered to the clients' assigned navigators the night before the event is scheduled. Assessment Due Dates, Service Start dates, Program Check-in dates, and Agency Admin created Notifications are all examples of date-based notifications.

For example, if different clients had applications due, programs starting, and services ending on the same day:

• In-App Notification enabled: all notifications will be generated in the system overnight for each assigned navigator
• Email Notifications enabled: all notifications will be sent in a single summary email overnight

Action-based notifications are triggered by changes made in the system and are delivered within three minutes of the change. Navigators who are assigned a client, updating a program application's status, and new clients added to the Global Invitation Waitlist are all examples of action-based notifications. 

• In-App Notification enabled: all notifications will be generated in the system within three minutes 
• Email Notifications enabled: each notification will be delivered in its own email within three minutes 

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What Can Trigger a Notification?

• Assessment Due Dates
• Program Application Assigned, Checkup, and Due dates
• Application Status Change
• Program Start, Checkup, and End dates
• Service Start, Checkup, and End dates
• Class Reminder
• Client-Related
  • Client Assigned - Navigators are notified when they are assigned a client
  • Client Added to Global Waitlist - Navigators are notified when an individual has been added to the Global Invitation Waitlist

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Set Notification Preferences

Navigators must have at least one method selected for all notification events

1. Click the  user menu icon from the system navigation bar
2. From the drop-down menu, click Notification Settings
3. Use the toggles to advance between the different areas for notifications
4. Select the preferred method(s) of delivery for each notification option by clicking the slide button
5. The system will save automatically with each selection

Note that if admins have disabled notifications for Inactive/Closed client records, neither these clients nor caseworkers assigned to these clients will receive date-based or action-based notifications. Such clients and caseworkers assigned to such clients will, however, continue to receive referral and messaging-related notifications.

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Check In-App Notifications

When you have an in-app notification, a red circle with a number  will appear over the user menu icon

1. Click the  user menu icon from the system navigation bar
2. From the drop-down menu, click Notifications
3. The notifications side panel will appear on the right side of the screen
4. Notifications are listed with:
   • Client name
   • Notification message
   • Date of notification

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Clear Individual In-App Notification

1. Click the  user menu icon from the system navigation bar
2. From the drop-down menu, click Notifications
3. The notifications side panel will appear on the right side of the screen
4. Hover the mouse cursor over the notification you wish to clear
5. A green bar with a  checkmark will expand from the right
6. Click the green bar
7. Notification cleared

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Clear All In-App Notifications

1. Click the  user menu icon from the system navigation bar
2. From the drop-down menu, click Notifications
3. The notifications side panel will appear on the right side of the screen
4. Under NOTIFICATIONS, click Clear all ✓
5. A warning message will appear
6. Click Yes to clear all notifications

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