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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Enable manager notifications

Users with the assessment_admin role can enable the Notify manager assessment is overdue email notification.

Before you begin

Role required: assessment_admin or admin

About this task

This notification sends emails to assessors' managers when assessors do not complete their assigned assessments on time. For more information, see the table of assessment notifications. You must enable or disable this email notification separately for each metric type.

Procedure

  1. Navigate to All > Assessments > Metric Definition > Types.

  2. Open a metric type.

  3. Select the Notify if overdue check box.

Image omitted: NotifyIfOverdue.png
The Notify if overdue option
To disable manager notifications, clear the check box.

  1. Save the record.

    Note: The assessor's user record must have a manager specified in the Manager field to use this notification. You might need to configure the form to use this field.

  2. Assessment notifications
    You can configure the system to send email notifications for assessments.

  3. Assessment notification workflow
    The system sends assessment notifications according to the Notify assessment user workflow. Users with the workflow_admin, workflow_creator, or workflow_publisher roles can view workflows.

Parent Topic:Assessment administrator tasks