Question

• How can I get DASH  to send an email notification to me when a compliance task is completed?
• Can DASH send an email notification when a compliance task is triggered?
• How can I add employees to receive email notifications for compliance tasks?
• How can I remove myself or someone else from getting compliance task notifications?

Answer

There are two types of completion monitors within the DASH workflow builder:

• Employee Monitors – individuals selected here will receive an email notification when the workflow is triggered and when the workflow item has been completed.
• Completion Monitors – individuals selected here will receive an email notification when the workflow item has been completed.

Employee Monitors

Adding:

1. To add an Employee Monitor, first, navigate to Admin > Workflow Builder
2. Next, use the filters on the left-hand side to filter down your compliance tasks
3. Locate the compliance task/workflow that you would like to add an Employee Monitor for
4. Click the pencil icon to edit the workflow
5. Locate the employee/user from the list under "Employee Monitors"
   
   
   
6. Click the checkbox next to their name and click Save

Removing:

1. To remove an Employee Monitor, first, navigate to Admin > Workflow Builder
2. Next, use the filters on the left-hand side to filter down your compliance tasks
3. Locate the compliance task/workflow that you would like to remove the Employee Monitor for
4. Click the pencil icon to edit the workflow
5. Locate the employee/user from the list under "Employee Monitors"
6. Deselect the checkbox next to their name and click Save

Completion Monitors

Adding:

1. To add a Completion Monitor, first navigate to Admin > Workflow Builder
2. Next, use the filters on the left-hand side to filter down your compliance tasks
3. Locate the compliance task/workflow that you would like to add the Completion Monitor for
4. Click the pencil icon to edit the workflow
5. Locate the employee/user from the list under "Completion Monitor"
   
   
   
6. Check the box next to their name to add them and click Save

Removing:

1. To remove a Completion Monitor, first navigate to Admin > Workflow Builder
2. Next, use the filters on the left-hand side to filter down your compliance tasks
3. Locate the compliance task/workflow that you would like to remove the Completion Monitor for
4. Click the pencil icon to edit the workflow
5. Locate the employee/user from the list under "Completion Monitor"
6. Deselect the checkbox next to their name and click Save

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