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Event Trigger TimePurposeEmail Receiver ConditionsUpRaise Version
Installation, UpRaise access & user profile changes
Installation of UpRaise appImmediately after actionTo notify Jira admin about successful installation of UpRaiseJira adminWhen Jira admin installs UpRaiseBoth
Invitation for Pilot Immediately after actionTo notify users that they are given access to UpRaise pilot instanceA Jira user who got access 

He should be a Jira user 

Cloud
Removal from PilotImmediately after actionTo notify users that their UpRaise access to pilot instance revokedA Jira user whose access was revoked He should be a Jira user Cloud
UpRaise access given for the first timeImmediately after actionTo notify user that they have been given UpRaise accessAny Jira user who becomes UpRaise user

User should be a Jira user 

Both
UpRaise role changeImmediately after actionTo notify user that his role has been changed or UpRaise access restricted/givenAny UpRaise user

There should be a change in UpRaise roles as below:

  • UpRaise user role is given or restricted 
  • UpRaise Admin/super admin role is given or revoked
Both
One & only super admin deleted/inactive
To notify other admins that there is no super admin in the systemAll UpRaise admins

One & only super admin is deactivated/deleted from JIRA

Both
Profile changesImmediately after actionTo notify user that his profile has been updated. It can be any profile attribute update.Any UpRaise user
  • User should have access to UpRaise
  • A change in any of the following profile attribute:
    • UpRaise role
    • Manager
    • Designation
    • Team
    • New direct report assigned
    • Existing direct report deleted
Both
OKRs


Individual/Team/Company objective created 

Immediately after actionTo notify user that the objective is created for him

Objective owner/responsible user

  • Objective created by other users for me
Both
Individual/team/company objective editedImmediately after actionTo notify user that the objective is edited
  • Objective owner/ responsible user
  • Objective watchers


  • There are different use cases of editing an objective as below:
    • Changes in objective status(closed, carry forward, abandoned)
    • Objective owner is changed
    • Someone started/stopped watching objective
    • Change in title of objective 
    • Change in due date
    • Change in objective cycle
    • Change in objective owner
    • Changes in labels
    • Changes in description 
    • Someone starts or stops watching objective
    • Someone adds or removes new watchers
Both
Individual/Team/Company objective deleted/closed/moved/carried forward/cloned(for same user)Immediately after actionTo notify user that the objective is deleted/moved/carried forward/cloned(for the same user)
  • Objective owner /responsible user
  • Objective watchers
  • Objective deleted/closed/moved/carried forward/cloned(for same user) by other users 
Both
KR createdImmediately after actionTo notify user that the KR is created for him
  • KR owner 
  • Objective owner & watchers


  • KR created by other users 
Both
KR edited/deletedImmediately after actionTo notify user that the KR is edited/deleted 
  • KR owner & watchers
  • Objective owner & watchers 
  • Edits in KR attributes
  • KR is deleted by someone 
Both
@mentions in comments on objective detail page Immediately after actionTo notify users that someone has mentioned them in commentsUser whose name is mentioned with at(@) sign
  • One who has access to objective can tag any active UpRaise user in comments
  • If that user is not in shared with list, he will be added after that)
Server
Add  new comments on objective detail pageImmediately after actionTo notify users that someone has added comments on objective detail pageObjective owner and watchers 
  • One can make use of comments tab in activity section on objective detail page
  • Everyone who has access to objective can add comments.
  • Every comment will be recorded in comments tab on respective objective detail page
Both
Edit/delete comments on objective detail pageImmediately after actionTo notify users that someone has deleted/edited comments on objective detail pageObjective owner and watchers 
Both
@mentions in comments on KR detail page Immediately after actionTo notify users that someone has mentioned them in comments on KR detail pageKR owner and watchers 
Server
Add new comments on KR detail pageImmediately after actionTo notify users that someone has added comments on KR detail pageKR owner and watchers 
Both
Edit/delete comments on KR detail pageImmediately after actionTo notify users that someone has deleted/edited comments on KR detail pageKR owner and watchers 
Both
Objective due date is about to reach8 days before the objective due dateTo notify users about the objective due date is about to reachObjective owners
  • Objective cycle or objective due date is just 8 days away from the current day
Both 
 Continuous Feedback

Feedback given

Immediately after actionTo notify user that the feedback is given by another user
  • Feedback receiver when feedback is given without Jira issue / Jira issue assignee if feedback is given on Jira issue
  • Users with whom feedback is shared

Both
Feedback sharedImmediately after actionTo notify user that the feedback is shared by other user

UpRaise user with whom feedback is shared 


Both
Feedback requested Immediately after actionTo notify user that the feedback is requested for someoneUser to whom feedback is requested
Both
Added a new comment on feedbackImmediately after actionTo notify user that someone has commented on his feedback 

Feedback receiver


Both
Edite or delete comments on give feedbackImmediately after actionTo notify user that someone has edited or deleted comments on his feedback Feedback receiver
Both
Feedback editedImmediately after actionTo notify user that the feedback is edited by the user who had given a feedbackFeedback receiver
Both
Feedback deletedImmediately after actionTo notify user that the feedback is deleted by someoneFeedback receiver
Both
Someone initiated conversation by offering helpImmediately after actionTo notify user that someone has offered him helpUser whom you offered help
Both
Someone initiated conversation by requesting for helpImmediately after actionTo notify user/s that someone has requested for helpUser whom you requested help
Both
Review forms - Self and manager review 

Form distributed by admin/super admin

Immediately after actionTo notify team member that the form has been assigned.Team member

Form should be distributed by admin/super admin 

Both
Form shared by team memberImmediately after actionTo notify reviewer that the form has been shared & assigned by team memberReviewer
  • User should selected as reviewer in the review process
  • Form should be shared by team member
Both
Form shared by reviewerImmediately after actionTo notify team member that the form has been shared & assigned to reviewerTeam member

Form should be shared by reviewer 


Both
Form signed  off by team memberImmediately after actionTo notify reviewer that the form has been signed off & assigned by team memberReviewer

Team member should signs off form 

Both
Form signed-off by reviewerImmediately after actionTo notify HR that the form has been signed off & assigned by reviewerHR person

Form will be available for Reviewers remarks if no questions there then HR will receive email that form signed off by reviewer

Both
Form reopend by form distributorImmediately after actionTo notify team member that the form has been reopenedTeam member

Form is reopened by form distributor

Both
Review forms - Confidential review form (Assinged to UpRaise admin)
Form distributed by admin/super admin

Immediately after action

To notify reviewer that the form has been distributed by admin/super adminReviewer

Form should be distributed by admin/super admin 

Both
Form completed  by reviewerImmediately after actionTo notify admin/super that the form has been completed by reviewerUpRaise admin/super admin(one who has distribuetd the form)

Form should be completed by reviewer

Both
Form reopenedby admin/super adminImmediately after actionTo notify reviewer that the form has been reopened by admin/super adminReviewer

To notify reviewer that the form has been reopened by admin/super admin

Both
Review forms - Confidential review form (Assinged to reviewer's manager)
Form distributed by admin/super adminImmediately after actionTo notify reviewer that the form has been distributed by admin/super adminReviewer

Form should be distributed by admin/super admin.


Both
Form subimitted for approval by managerImmediately after actionTo notify reviewer's manager that the form has been submitted by reviewerReviewer's manager

Form should be submitted by reviewer.

Both
Form completed  by reviewer's managerImmediately after actionTo notify admin/super that the form has been completed by reviewer's managerUpRaise admin/super admin(one who has distribuetd the form)

Form should be completd by reviewer's manager.

Both
Form reopened by admin/super adminImmediately after actionTo notify reviewer that the form has been reopened by admin/super adminReviewer

Admin/super admin should reopen form.

Both
Review forms - 360 Review (Assign to UpRaise Admin)
Form distributed by admin/super adminImmediately after action
  • To notify team member that the form has been distributed by admin/super admin(If self-assessment is true)
  • To notify reviewers r that the form has been distributed by admin/super admin(If self-assessment is false)
  • Team member (If self-assessment is true)
  • Reviewers (If self-assessment is false)

Form should be distributed by admin/super admin.

Both
Form completed  by reviewerImmediately after actionTo notify admin/super admin that the form is completed by reviewerAdmin/super admin

Form should be completed by reviewer.

Both
Form reopened by admin/super adminImmediately after action
  • To notify team member that the form has been reopened by admin/super admin(If self-assessment is true)
  • To notify reviewers r that the form has been reopened by admin/super admin(If self-assessment is false)
  • Team member (If self-assessment is true)
  • Reviewers (If self-assessment is false)

Admin/super admin should reopen form.

Both
Review forms - Survey (Assign to UpRaise Admin)
Form distributed by admin/super admin
To notify reviewer that the form has been distributed by admin/super adminReviewer

Form should be distributed by admin/super admin.

Both
Form completed  by reviewerImmediately after actionTo notify admin/super that the form has been completed by reviewerUpRaise admin/super admin(one who has distribuetd the form)Admin/super

Form should be completed by reviewer.

Both
Form reopenedby admin/super adminImmediately after actionTo notify reviewer that the form has been reopened by admin/super adminTo notify reviewer that the form has been reopened by admin/super adminReviewer

To notify reviewer that the form has been reopened by admin/super admin.

Both
Review forms - Survey  (Assinged to reviewer's manager)
Form distributed by admin/super adminImmediately after actionTo notify reviewer that the form has been distributed by admin/super adminReviewer

Form should be submitted by reviewer.

Both
Form subimitted for approval by managerImmediately after actionTo notify reviewer's manager that the form has been submitted by reviewerReviewer's manager

Form should be submitted by reviewer.

Both
Form completed  by reviewer's managerImmediately after actionTo notify admin/super that the form has been completed by reviewer's managerUpRaise admin/super admin(one who has distribuetd the form)

Form should be completd by reviewer's manager.

Both
Form reopened by admin/super adminImmediately after actionTo notify reviewer that the form has been reopened by admin/super adminReviewer

Admin/super admin should reopen form.

Both
Reminders
Review form remindersAccording to selected dates at 12AMTo remind users involved in review process for form completionAll users who are invoved in review process and not completed the form
  • UpRaise admind/super admin (who distributes form should set these reminders).
  • Reminders dates should fall under distribution date and review process end date.
Both
KR punch in remindersOn selected dates at  7AMTo remind KR owners to punch in KR progressEvery KR owner who has enabled these reminders
  • KR punch in reminders should be enabled by admin/super admins from advanced OKR settings.
  • KR owner should enable KR punch in reminders from reminders tab on KR detail page.
Both
HRMS Sync

Email notification to all UpRaise administrators when a file (user sync) from SFTP is processed.

Daily mail at 11 PMTo notify admins whether the file is synced properly or notAll UpRaise admins

Mail will be sent according to the results after sync is completed i.e.:

  • File synced successfully.
  • File sync failed.
Server
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