Monitoring & Notification
The Monitoring & Notification tab allows you to set rules for email notifications to be sent to users at the matter level and phase level.
Feature Highlights
- It provides the ability to select the target values/KPI's to be monitored and notified (for e.g., monitor hours, amount, percentage values, or any combination)
- Provides the capability of sending notifications in increments (for e.g. send out a notification when the matter reaches $50,000 and after $50000 send out notification for every $5000)
- Allows you to set thresholds notifications against Fee Arrangements and Budget values. These threshold notifications can be switched any time and the recipient list can be controlled for different users and groups.
- Gives a better control on the frequency of notifications being sent.
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You can add multiple notifications and define sub-notifications and criteria within the notification.
Add Notification
- Click the Add Notification button in the top right corner of the page.
| Field | Instruction |
|---|---|
| Item Type | Select Matter to set notification against the Matter or select Phase to set notification against Phase. If you select Phase, all the phases from the budget are displayed in the Item drop-down. Select the relevant phase from the drop-down. |
| Item | Only displayed if the selected Item Type is Phase. Displays all the phases added in the Planning Dashboard for the matter. |
| Measure Type | Displays an option to set notification against Fees or Hours |
| Monitor | Displays a list of Measures for which the notifications can be set. Options displayed is based on the Measure selected above. Options available for Fees measure type are Work At Agreed Rate, Work At Standard Rate, Billed Value at Standard Rate, Billed Amount, Billable Amount, Collected Amount, Collected Value At Standard Rate, WIPAmount. Options available for Hours measure type are: Billable Hours, Billed Hours, Entered Hours, Collected Hours, WIPHours, and Write Down Hours. *WIP measures are available in 2020.1.1 |
| Target End Point | Displays a list of values against which the Measures will be compared. Options displayed is based on the Measure selected above. Options available for Fees measure type are Custom Value (Amount) (allows you to enter a custom amount), Budget Amount, Net Budget Amount, Net Budget with Additional Discount, Fixed Fee, and Fee Cap. Options available for Hours measure type are: Custom Value (Hours) (allows you to enter a custom hours) and Budget Hours. Based on the option selected, the values for these measures are auto populated from the Budget tab. |
| Target Hours /Target Amount | Only displayed if the selected Target End Point is Custom Value (Amount/Hours) |
| Enter the criteria details for the notification. Select Percentage to enter values as Percentage or select Amount to enter the values as a number. | |
| Start Range | Define the start range for the notification to be triggered |
| End Range | Define the end range for the notification to be monitored |
| On Every/Increment | Set an incremental value/percentage at which an email should be triggered. The value will be the currency set for the plan. |
| Notification Subject | Type a notification subject for the email sent. This will be used when sending the notification. |
| Who to notify | Select the recipients for the email. The email security has been applied to the Planning email notifications in the same way as the rest of Umbria. If a user is denied access to setup or receive emails, they will not be able to be selected in this dropdown. |
| Email template | Select the email template for the notification to be sent. |
| Alert Template | Select an alert template |
| At What time the email should be sent? | Select the time at which the email should be sent. The time zone is set to your local time. |
| Time Zone | Displays the default time zone as per the local time zone settings on the user's system. |
Add Sub-Notification
To add a sub-notification within the main notification click 
next to Item Type and select the option Add Sub Notification
Remove Notification
To remove a notification click next to Item Type and select Remove Notification. Selecting this option will also delete all the sub-notification and criteria defined within the notification.
Add Criteria
To add an additional criteria within the main notification click next to Item Type and select the option Add Criteria. This option is also available from the action menu next to Range Type.
Remove Criteria
To delete a criteria, click the next to the criteria and select the option Remove Criteria.
Add Report to Email
To add a report like excel template or dashboard export to an email, click the dropdown called Select Widget Export to attach.
All dashboards will display in the list, as well as any templates in the system. Use the Admin panel to confirm and add any budget export templates.
Send Test Email
Select the criteria and click the Test Email option to send a sample email message. Enter the recipient's email address in the field provided and click Send Test Email. The data contained in the test email is for testing and does not contain any information specific to the matter you have open.
Note: To enable or disable the Test Email button, set or disable the permission for it in the admin panel. The permission is CAN_SEND_TEST_NOTIFICATION.
Note: This option is only available at Criteria level.
