Implementation Roadmap

Introduction

In this episode, we use email and REST notifications to trigger events on every module in the scope of your use case.

All Use Cases

Required Learning:

• Notifications course 
• Dynamic Status course
• REST API for integrations (technically skilled users only)

For email-based notifications and automation, follow these tasks:

• Define your Notification Strategy
• Create Notifications from scratch or use our built-in notifications
• Test your notifications

For more advanced notifications the following tasks:

• Create a Dynamic Status that triggers a status
• Then create warning notifications that trigger REST or emails against those statuses
• Test your notifications

If you are interested in initiating automation from eramba then the following tasks:

• Define your integration Strategy
• Create a Dynamic Status that will trigger statuses
• Create Webhooks notifications
• You may optionally use third-party REST Providers that can connect you with Slack, Teams, Jira, etc quicker

For incoming integrations:

• You will need to use our API endpoints to receive REST calls

Online Assessments

While there are many possible notification triggers, the following are the most common ones:

• User Account Creation Notification
  • Location: System / Settings / User Management Module
  • Action: Create a “Warning” notification to notify OA recipients when their user account is created.
• OA Start Notification
  • Location: OA Module
  • Action: Adjust and enable the existing “OA Starting” notification template to inform recipients when an OA begins.
• OA Submission Notification
  • Location: OA Module
  • Action: Adjust and enable the “OA Submitted” notification template to confirm when a participant submits their OA.
• OA Stopped Notification
  • Location: OA Module
  • Action: Adjust and enable the “OA Stopped” notification template to inform assessors when an OA has been closed for feedback.
• Comments & Attachments (C&A) Notification
  • Location: OA Module / Feedback Section
  • Action: Create a “Comments & Attachments” notification so both the assessor and the OA recipient are notified whenever a new comment or attachment is added, allowing for quicker response times.
• Deadline Warning for Findings
  • Location: Online Assessment / Findings Section
  • Action: Set up a “Deadline Approaching Soon” warning notification (e.g., -1 day, -5 days, -10 days) to alert both you and the assigned finding owner before a deadline expires.

Statuses:

• TBD