Manage 8D report workflow notifications

In addition to the standard e-mail notifications, the Automatic Notifications tab on an 8D report enables you to inform additional stakeholders about the progression of the 8D report. These notifications are sent as e-mails to the selected users or groups when a specific workflow state has been reached, or a transition has been performed. This can help to inform other stakeholders about the 8D report progression as early as possible. As these notifications are set individually per 8D report, this provides flexibility and complements the automatic workflow notifications that are sent to the selected assignees by default.

To create a workflow notification:

1. Click Add.

2. In the Event Type column, select State or Transition.

3. In the Notification Event column, select the event that will trigger the notification.

   • If you chose State as the event type, this is a drop-down list of states in the workflow.
   • If you chose Transition as the event type, this is a drop-down list of transitions in the workflow.

4. (Optional) In the Groups to Notify on Workflow Action column, select one or more groups.

5. (Optional) In the Users to Notify on Workflow Action column, select one or more team members.

6. Click Save.

Repeat the preceding steps to add more than one notification.