Skip to Main Content
Vellox Ideas Portal
Status Gathering interest
Workspace Air Maestro
Categories Checkforms
Created by Guest
Created on May 10, 2023

Triggered Email Notifications for Closed Check Forms

If a user has set up a check form that is not linked to a recency item, it would be useful if the user had the option of setting up a triggered email notification when a check form has been signed-off and / or closed out. The function would work similarly to the triggered email notification function in the 'forms' module (see attached photo - refer to bottom section - email notifications - of 'forms options' tab for a specific form).

Example of use:

Check forms used in a course for specific company training linked to a company authorisation.

Check Form A (part 1 of 3 forms): form is used as a record of specific training conducted (not linked to a recency item)

Check Form B (part 2 or 3 forms): form is used for optional additional training conducted (not linked to a recency item)

Check Form C (part 3 of 3 forms): form is used as a certificate / company authorisation that compiles data from Check Form A and / or B, and requires either Check Form A or B (or both) to be signed off first before being completed. (this check form is linked to a recency item).

The person who completes Check Form C would then be set up to be notified by email once either Check Form A or B are signed off.

  • Attach files