Legalsense offers different notifications that can be sent to to the users. These notifications are managed via "Settings" - "Notifications"
Five types of notification e-mails can be configured:
- Performance overview email of previous week;
- Performance overview email of previous month;
- Personal performance email;
- Missing hours personal email;
- Missing hours overview email;
Performance overview email of previous week
This notification sends a performance overview of the entire firm over the past week to the selected users and provides a link to this overview in Legalsense so that you can view the latest (real-time) version:
Performance overview email of previous month
The performance overview e-mail of the previous month is based on the performance overview that is sent on a weekly basis, however, this report shows the performance of the past month of all employees:
Personal performance email
This notification is derived from the performance email but instead of sending the performance overview of the entire office, it will send the performance overview of the specific user over the past month. The user can click through to his own personal performance overview in Legalsense (provided the user has permissions to view his personal performance overview in Legalsense).
Missing hours personal email
A presence roster can be defined for each user in Legalsense. The presence roster determines how many hours a user has to account for per day. Based on this presence roster, a notification can be sent to a user as soon as this user has not met this set roster over a period of time:
In this e-mail the user is requested to update the missing hours and can do so by clicking on the link provided.
Missing hours overview email
This notification is a derivative of the "missing hours personal email" and provides an overview of all users who have not yet fully entered their hours:
Setting up the notifications
A notification can be set by clicking on the name of the notification in question:
You can specify at which day of the week and at what time you would like to send the notification to be sent. At this moment you can only select one day and not multiple days.
Under users you can choose to send the notification to specific users or to all users. You can select the specific users by clicking on the name (using the CTRL-key (Windows) or Command-key (Mac)) and then double click or click on the "right arrow" icon. If you want to sent the notification to all users, you can select "Choose all".
Removing users from the 'Chosen users' list can be done in similar way by clicking the 'Left arrow' icon.
The notifications that have been set for a specific user can also be seen when viewing the user in Legalsense:
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