Email notifications

Installation of UpRaise app

Immediately after action

To notify Jira admin about successful installation of UpRaise

Jira admin

When Jira admin installs UpRaise

Both

Invitation for Pilot

Immediately after action

To notify users that they are given access to UpRaise pilot instance

A Jira user who got access 

He should be a Jira user 

Cloud

Removal from Pilot

Immediately after action

To notify users that their UpRaise access to pilot instance revoked

A Jira user whose access was revoked 

He should be a Jira user 

Cloud

UpRaise access given for the first time

Immediately after action

To notify user that they have been given UpRaise access

Any Jira user who becomes UpRaise user

User should be a Jira user 

Both

UpRaise role change

Immediately after action

To notify user that his role has been changed or UpRaise access restricted/given

Any 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 system

All UpRaise admins

One & only super admin is deactivated/deleted from JIRA

Both

Profile changes

Immediately after action

To 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

Both

Individual/Team/Company objective created 

Immediately after action

To 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 edited

Immediately after action

To 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 action

To 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 created

Immediately after action

To notify user that the KR is created for him

• KR owner 

• Objective owner & watchers

• KR created by other users 

Both

KR edited/deleted

Immediately after action

To 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 action

To notify users that someone has mentioned them in comments

User 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 page

Immediately after action

To notify users that someone has added comments on objective detail page

Objective 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 page

Immediately after action

To notify users that someone has deleted/edited comments on objective detail page

Objective owner and watchers 

Both

@mentions in comments on KR detail page 

Immediately after action

To notify users that someone has mentioned them in comments on KR detail page

KR owner and watchers 

Server

Add new comments on KR detail page

Immediately after action

To notify users that someone has added comments on KR detail page

KR owner and watchers 

Both

Edit/delete comments on KR detail page

Immediately after action

To notify users that someone has deleted/edited comments on KR detail page

KR owner and watchers 

Both

Objective due date is about to reach

8 days before the objective due date

To notify users about the objective due date is about to reach

Objective owners

• Objective cycle or objective due date is just 8 days away from the current day

Both 

Feedback given

Immediately after action

To 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 shared

Immediately after action

To notify user that the feedback is shared by other user

UpRaise user with whom feedback is shared 

Both

Feedback requested

Immediately after action

To notify user that the feedback is requested for someone

User to whom feedback is requested

Both

Added a new comment on feedback

Immediately after action

To notify user that someone has commented on his feedback 

Feedback receiver

Both

Edite or delete comments on give feedback

Immediately after action

To notify user that someone has edited or deleted comments on his feedback 

Feedback receiver

Both

Feedback edited

Immediately after action

To notify user that the feedback is edited by the user who had given a feedback

Feedback receiver

Both

Feedback deleted

Immediately after action

To notify user that the feedback is deleted by someone

Feedback receiver

Both

Someone initiated conversation by offering help

Immediately after action

To notify user that someone has offered him help

User whom you offered help

Both

Someone initiated conversation by requesting for help

Immediately after action

To notify user/s that someone has requested for help

User whom you requested help

Both

Form distributed by admin/super admin

Immediately after action

To notify team member that the form has been assigned.

Team member

Form should be distributed by admin/super admin 

Both

Form shared by team member

Immediately after action

To notify reviewer that the form has been shared & assigned by team member

Reviewer

• User should selected as reviewer in the review process

• Form should be shared by team member

Both

Form shared by reviewer

Immediately after action

To notify team member that the form has been shared & assigned to reviewer

Team member

Form should be shared by reviewer 

Both

Form signed  off by team member

Immediately after action

To notify reviewer that the form has been signed off & assigned by team member

Reviewer

Team member should signs off form 

Both

Form signed-off by reviewer

Immediately after action

To notify HR that the form has been signed off & assigned by reviewer

HR 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 distributor

Immediately after action

To notify team member that the form has been reopened

Team member

Form is reopened by form distributor

Both

Form distributed by admin/super admin

Immediately after action

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

Reviewer

Form should be distributed by admin/super admin 

Both

Form completed  by reviewer

Immediately after action

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

UpRaise admin/super admin(one who has distribuetd the form)

Form should be completed by reviewer

Both

Form reopenedby admin/super admin

Immediately after action

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

Reviewer

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

Both

Form distributed by admin/super admin

Immediately after action

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

Reviewer

Form should be distributed by admin/super admin.

Both

Form subimitted for approval by manager

Immediately after action

To notify reviewer's manager that the form has been submitted by reviewer

Reviewer's manager

Form should be submitted by reviewer.

Both

Form completed  by reviewer's manager

Immediately after action

To notify admin/super that the form has been completed by reviewer's manager

UpRaise admin/super admin(one who has distribuetd the form)

Form should be completd by reviewer's manager.

Both

Form reopened by admin/super admin

Immediately after action

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

Reviewer

Admin/super admin should reopen form.

Both

Form distributed by admin/super admin

Immediately 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 reviewer

Immediately after action

To notify admin/super admin that the form is completed by reviewer

Admin/super admin

Form should be completed by reviewer.

Both

Form reopened by admin/super admin

Immediately 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

Form distributed by admin/super admin

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

Reviewer

Form should be distributed by admin/super admin.

Both

Form completed  by reviewer

Immediately after action

To 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 admin

Immediately after action

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

Reviewer

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

Both

Form distributed by admin/super admin

Immediately after action

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

Reviewer

Form should be submitted by reviewer.

Both

Form subimitted for approval by manager

Immediately after action

To notify reviewer's manager that the form has been submitted by reviewer

Reviewer's manager

Form should be submitted by reviewer.

Both

Form completed  by reviewer's manager

Immediately after action

To notify admin/super that the form has been completed by reviewer's manager

UpRaise admin/super admin(one who has distribuetd the form)

Form should be completd by reviewer's manager.

Both

Form reopened by admin/super admin

Immediately after action

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

Reviewer

Admin/super admin should reopen form.

Both

Review form reminders

According to selected dates at 12AM

To remind users involved in review process for form completion

All 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 reminders

On selected dates at  7AM

To remind KR owners to punch in KR progress

Every 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

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

Daily mail at 11 PM

To notify admins whether the file is synced properly or not

All UpRaise admins

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

• File synced successfully.

• File sync failed.

Server