How do I set up notification triggers?

Admins Only

This can be done when going through the process of adding a new role or editing an existing role. 

1. On the Roles home page, go to the Action column and click the green Edit icon.

2. Under Excursion Status, choose whether the role should be notified for:

   • All statuses, or

   • Only selected statuses (e.g. Approved, Rejected).

3. Optionally, set up notifications based on a specific field value.

   • Example: If Charge per Student > 0, then the Finance role is notified.

4. Select which fields to include in the notification email, such as:

   • GL code

   • Total expenses

   • Charge per student, etc. 

When saved, these settings will control when and how the role receives notifications.