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Incident Notification Rules

Want to customise incident notifications and set up who receives notifications for incidents? Find out below!

When an Incident is reported, Manager(s) of the Activity will always be notified. This includes Admin Users who have Activities under 'Activities Managed' on their profile.

As soon as an incident is recorded on Clipboard, the relevant contacts are instantly notified via email. These contacts don't necessarily need to be users on Clipboard, e.g. Year 8 Boarding Coordinator or the school nurse. This ensures everyone stays in the know and necessary actions can be taken immediately.

To customise your Incident Notification Rules:

  1. Go to Settings

  2. Choose Incidents

  3. Under the Incident Notification Rules tab, select Create (top right corner)

  4. Add email addresses and select when to notify email recipients

  5. Choose either to notify on all incidents or on all incidents matching conditions

Option 1 - Notify on all incidents:

  • If you choose this option, then simply click Save

Option 2 - Notify on all incidents matching conditions:

  • If you choose this option, add the conditions that you require. You can also select Add Another Condition (bottom right) and type in your own. Then click Save.

Note: Adding Conditions is cumulative, so if you select more than one condition, the notification will only occur if all conditions are met.

Use Case:

The most commonly used functionality of the Incident Notification Rules is the Concussion Status field.

Check out the video below that demonstrates what the concussion status is, and how you can set up an automatic notification as soon as an Incident with a potential concussion is reported!

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