User Notifications

For cb Access Users - These can be managed under the Provider section

Applicant Notifications 

• Application Started One Month Ago for Applicant: When an applicant’s application was started 30 days ago and is still open.
• The status of the applicant’s application has been changed
  • Note: Email notifications for applicants have more specific instructions, so they know what to do next. 

Worker (Assignee) Notifications 

• The status of an application has been changed.
• Application was assigned. The assignee receives an email.

For cb Track Users - These can be managed under the Provider section

Provider Notifications 

• A new provider is created. In this case, the new provider’s assigned worker receives an email.
• An existing provider is updated with a new assignee. In this case, the newly assigned worker gets an email.
• A provider’s license status changes. In this case, the provider’s assigned worker receives an email.
• A task is due in 2 days
• A form has been completed
• A visit is scheduled for the next day (tomorrow)

License Notifications

• A license has expired
• A license status has changed

Workflow Notifications

• A new workflow for a provider is activated, and the first step is assigned to a worker
• A new workflow for a provider is assigned to a worker
• Feedback has been received on a workflow step and needs to be reviewed by the assigned worker

For cb Intake Users - These can be managed under the Intake section

Intake Notifications 

• A form has been completed on an assigned intake
• A new attachment has been uploaded
• A report’s status has been changed
• An intake is assigned
• An intake has been reassigned
• An intake was started 24 hours ago

Tasks - These can be managed under the Tasks section

• Workflow Started
• Provider Manager Received Feedback on Task
• Task Approved for Provider Manager
• Workflow Step Due in One Week
• Workflow Step Overdue
• Workflow Assigned
• Feedback on Workflow Step
• Task Due in Two Days for Provider Manager