How to set up rules to send e-mails?

Automate alerts and reminders with report rules and email schedules

Open the “Settings” section and locate “Report rules.” There are different types of report rules, defined by an “Action” and the content of the email. Actions can be related to observations (submissions), QIP issues, observation email configuration, smart alerts, and targets. Once you specify the action and content, select the institution (if part of a group), wards (if needed), forms, and recipients (people who will receive the email notification).

There are also several scenarios where you can use a report rule—for example, in incident forms:

• Send an email when a new incident is reported

• Send an email when a specific question is answered, such as when the incident status is set to “Closed”

• Send an email when a due date is reached or overdue

Report rules can also be used in other forms, like reports where users enter their phone numbers—an SMS alert can be sent to the registered number.

Report rules can work together with "Email schedules," which are scheduled reminders. For example, you can set up a weekly report of all QIP issues, and an email notification will be sent automatically every week.