Define a Send Notification rule
You can create a rule that sends email notifications on data entries and response changes. Additionally, you can set follow-up email notifications on data changes to be sent following an initial notification. You can use this feature to notify designated team members based on specific criteria.
These settings are added to form questions in Study Design mode as predefined rules. Rule designers can also create custom rules to send email notifications in Testing mode. To learn more, see Create a rule to send an e-mail notification.
Want to see how to perform this task? Watch the video below.
Send Notification rules can only be set for a choice type of question, such as a dropdown question, a question with radio buttons, or checkboxes. Also, when you set study roles as recepients, you can only use custom study roles to send a notification to. Oracle template study roles cannot be selected.
Every time the defined criteria is met, the specified recipients will be notified. The email notification will always include details regarding the:
- Study
- Site
- Subject
- Visit
- Form
- Question
To make your rules and updates effective, the draft version must be made available in the desired mode. For more information, see:
Parent topic: Predefined rules