Notifications and Reminders

Overview

Notifications and reminders in Ushur Hub empower citizen developers to set up use-case-specific alerts, ensuring end-users are reminded to complete recurring tasks such as form submissions or data table reviews. These notifications are delivered via email or within the hub, driving engagement, increasing task completion rates, and improving retention by prompting timely action on tasks like claims submissions, provider roster updates, and more.

Prerequisites

Use Case

• Navigate to Ushur Hub > Use-Cases. Ensure that the use case requiring reminders is available under the Use Case tab.

  

Email Template

• Create Email Workflow: Citizen developers must create the email workflow that will be executed when the email notification is configured.

  Optional Customization

  • Citizen developers can include the reminder name by inserting the Request ID as the primary key variable in the email body.

  • Citizen developers can utilize branching and comparison operations to tailor the email content as needed.

Configure Roles, Organizations, and Users in Hub Settings

For citizen developers to configure reminders, the following prerequisites must be met to make sure the use cases are assigned to the role(s).

• Create a New Role

  • Refer to the Add Roles section for detailed instructions on creating a new role.

• Assign Permissions to the New Role

  • Refer to the Add Roles section for detailed instructions on assigning permissions to the new role.

• Add the Role to an Organization

  • Refer to the Add an Organization section for detailed instructions on adding a role to the organization.

• Assign the Role to Users in the Organization

  • Refer to the Configure Users section for detailed instructions on assigning a role to the users in the organization.

Reminders

This section guides citizen developers on how to schedule and manage reminders to ensure timely task completions for specific use cases within Ushur Hub.

Configure Reminders

Follow these steps to configure task reminders:

1. Access the Reminders Tab:

   • Navigate to Ushur Hub > Reminders.

     

2. View Task Reminders:

   • On the left side, under Task Reminders, you will see a list of all use cases.

     

3. Enable Schedule Reminders:

   • Toggle the button to enable the Schedule Reminders section on the right side for the desired use case.

     

4. View Scheduled Reminders:

   • At the top of the Schedule Reminders section, you will see the number of reminders scheduled along with the use case name.

     

5. Schedule a new reminder:

   • Click the Schedule Reminders option.

     

6. Fill out the Schedule Reminder modal:

   

   • Reminder Name:

     1. Enter a descriptive and unique name for the reminder (e.g., "Claim Submission Reminder").

     2. This name should identify the purpose of the reminder.

   • Send Reminders:

     

     Frequency	Repeat	Description	Note
     Daily	Specify the time at which the notification and reminder should be executed.	Reminders will be sent out every day.	The time is based on the Enterprise TimeZone: UTC.
     Weekly	From the Repeat dropdown menu, select the day of the week (e.g., Wednesday). The notification will be executed every selected day.	Reminders will be sent out on a specific day of the week.	Weekly reminders start from Monday at 12:00 AM UTC to the current time when the notification is executed.
     Monthly	From the Repeat Calendar Picker, select the day of the month (e.g., 4th). The notification will be executed on this date every month.	Reminders will be sent out on a specific day of each month.	Reminders set on the 29th, 30th, or 31st will adjust to the last day of shorter months. Monthly reminders start from day one at 12:00 AM UTC to the current time when the notification is executed.
     Yearly	From the Repeat Calendar Picker, select both the month and the day (e.g., September 5th). The notification will be executed on this date every year.	Reminders will be sent out on a specific month and day each year.	Yearly reminders start from January 1st at 12:00 AM UTC to the current time when the notification is executed.

   • Notify Via:

     

     Use the check box to choose the notification channel(s) from the following options:

     • In-Ushur Hub Notifications:

       • Description: Reminders appear directly within the Ushur Hub Portal.

       • Default Selection: This option is selected by default.

     • Email Notification:

       • Description: Enables email notifications.

       • Configuration: Select the checkbox to enable email notifications. The end-user (configured in hub settings) will receive these notifications via email.

       • Email Workflow: From the Workflow for Email Notification dropdown, choose the pre-created email workflow.

   • Workflow Type:

     

     • Choose between Form Workflow or Datatable Workflow based on the use case requirements.

     • If the use case involves only form submissions, the datatable workflow option will be disabled and vice versa.

     • If both workflows are applicable, configure both accordingly.

   • Apply to Roles:

     

     1. In the Apply to dropdown menu, select the applicable roles.

        Notes

        • Only roles associated with the use case will be displayed, not all roles in the organization.

        • If a role is disabled, users can still create reminders with that role, and the reminders will function as expected.

   • Additional Reminders:  

     1. For Form Workflow:

        

        • Option: Select the Send additional daily reminders for incomplete tasks checkbox.

        • Functionality: If a task remains incomplete after the initial reminder, subsequent daily reminders will be sent out for up to 5 more days.

        • Configuration: Select the number of additional days from the dropdown.

          Note

          This option is available only to Weekly, Monthly, and Yearly reminders not to Daily reminders.

     2. For Datatable Workflow:

        

        • Option: Select the For actionable Data table use-cases, only send reminders if there are new items to review checkbox.

        • Functionality: Reminders will only be sent if there are new items pending review in the data table.

   • Finalize Scheduling:

     1. Click the Schedule button to save the reminder configuration.

7. View Scheduled Reminders Summary:

   The Schedule Reminders section will display a summary table with the following columns:

   

   Field	Description
   Reminder Name	Displays the unique name assigned to the reminder.
   Status	Indicates whether the reminder is Active or Inactive.
   Send Reminders	Displays the frequency of reminders (Daily, Weekly, Monthly, or Yearly).
   Repeat	Displays the specific repeat configuration based on the frequency selected.
   Workflow Type	Indicates whether it's a Form or Datatable workflow.
   Apply To	Lists all the roles the reminder applies to.
   Notify Via	Icons representing Email Notification and/or Hub Notification.
   Additional Daily Reminders	Displays the number of additional daily reminders set (if applicable).

8. Delete a Reminder:

   • To remove a reminder:

     1. Select the desired reminder from the summary table.

     2. Click the Delete icon.

        

     3. Confirm the deletion by clicking the Delete button in the confirmation modal.

9. Customize Summary Table Columns:

   • To adjust which columns are displayed in the summary table:

     1. Click the Gear icon.

        

     2. Select Edit Table Columns.

     3. Choose the columns you wish to display and confirm your selection.

Notifications and Reminders on the Portal

End users can view and manage notifications directly within the Ushur Hub portal. Here’s how:

1. New Task Notifications:

   • Under the "What would you like to do?" section, newly assigned tasks are labeled as "New Task" for easy identification.

     

2. Notification Toaster:

   • When a new task is assigned while the end-user is active on the portal, a Toast Message appears to alert them immediately.

     

3. Bell Icon for Notifications:

   • The Bell Icon displays the number of unread notifications in the header section.

     

4. Viewing Notifications:

   • Access Notifications Center:

     • Click the Bell Icon to open the notifications center.

       

   • Notification Categories:

     • All: Displays both read and unread notifications.

     • Unread: Shows only unread notifications.

   • Mark All as Read:

     • Select the Mark All as Read option to mark all notifications as read.

5. Managing Individual Notifications:

   • Mark as Read:

     • Click the More icon (usually represented by three dots) on a specific notification.

       

     • Select Mark as Read to mark that notification as read.

       Note

       After marking new notifications as read or deleting them, the New Task label is removed from the Use Case.

   • Delete Notification:

     • Click the More icon on a specific notification.

       

     • Select Delete to remove the notification from the list.

Note

Notifications remain accessible via the Bell Icon for 60 days before they are automatically removed.

6. Unsubscribing from Email Notifications:

   • Access Notification Settings:

     • Click the Gear icon to open the Notification Settings dialog box.
       

     • Or Click the Profile icon at the top-right of the screen and select the Notification Settings.

       

   • Configure Email Preferences:

     • Task Reminders Checkbox:

       • Default: Selected to receive email notifications for tasks requiring attention, including recurring tasks.

       • To Unsubscribe: Uncheck the Task Reminders checkbox to stop receiving email notifications for all task-related reminders.

     • Selective Unsubscription:

       • End-users can also choose to unsubscribe from specific use-case notifications by unchecking the corresponding boxes under Task Reminders.