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Manage test plan notifications

Manage email notifications for test plans and understand when different notifications are sent.

Email notifications help to keep your test plans on track, by ensuring participants know when they need to take action.

Test Plans has two types of email notifications:​

  • Actionable ​email notifications are sent for for any action assigned to you, or your organization (if you have the appropriate Test Plan role to complete the action). You cannot turn these off.
  • Informational​ email notifications are sent for any update on a test plan you are participating on. These are disabled by default.

Make sure your email notification preference is set correctly. If you turn off email notifications in your user preferences, you will not receive any test plan notifications.

Note

Test Plans is currently only available to projects on the KSA1 and MEA Aconex instances. We'll continue to develop features based on feedback and announce availability for other Aconex instances at a later date. Make sure you subscribe to Release Highlights to be notified.

Manage your notifications

  1. From the main navigation menu, click Field and select Settings.
  2. Click Notifications and select Notification Settings.
  3. Check the box to receive email notifications for test plans that have updates you are involved with. You cannot disable notifications for test plans you are assigned to that requires your action.

Note

You won't receive a notification if you initiated the activity that sends a notification. For example if you start an activity that you are assigned to, you won't receive a notification that the activity was started.

Actionable email notifications

Event Who performed the action? Who is notified?
Test Plan Activation Anyone with the required permission Manager
Activity Started Manager or Approver Assignee
Activity marked for Review Anyone with the required permission Reviewer(s)
Hold Point Released (and it's the last Hold Point in the Activity) Hold Point Reviewer Manager
Hold Point Not Released Hold Point Reviewer Assignee
Hold Point Overridden Approver Manager
Activity marked In Progress from In Review Manager or Approver Assignee
Activity Reopened (Complete → In Progress) Manager or Approver Assignee
Test Plan is Ready to Submit (When the last Activity is marked complete) Automatic Manager
Test Plan Submitted Manager  Approver
Test Plan marked In Progress (Submitted → In Progress) Approver Manager
Test Plan Reopened (Closed → In Progress) Approver Manager
Template Publish Approval Request Sent Associate (Template Creator Organization) Administrator (Project Owning Organization)
Updates Requested in the Template Administrator (Project Owning Organization) Associate (Template Creator Organization)
Template Resubmitted for Publishing Associate (Template Creator Organization) Administrator (Project Owning Organization)
Template Published Administrator (Project Owning Organization) Associate (Template Creator Organization)
Approver Reassignment Anyone with the required permission Newly Assigned Approver
Manager Reassignment Anyone with the required permission Newly Assigned Manager
Assignee Reassignment Anyone with the required permission Newly Assigned Assignee
Reviewer Reassignment Anyone with the required permission Newly Assigned Reviewer

Informational email notifications

Event Who performed the action? Who is notified?
Test Plan Activation Anyone with the required permission Approver, Assignees, Reviewers
Activity Started Manager Reviewer(s) in the Activity
Activity Started Approver or Assignee Manager, Reviewer(s) in the Activity
Activity marked for Review Assignee or Approver Manager
Hold Point Released (and it's the last Hold Point in the Activity) Hold Point Reviewer Assignee, Other Reviewer(s) in the Activity
Hold Point Released (and it's not the last Hold Point in the Activity) Hold Point Reviewer Manager, Assignee, Other Reviewer(s) in the Activity
Hold Point Not Released Hold Point Reviewer Other Reviewer(s) in the Activity, Manager
Hold Point Overridden  Approver Assignee, Reviewer(s) in the Activity
Hold Point Overridden  Manager Approver, Assignee, Reviewer(s) in the Activity
Witness Point Responded Witness Point Reviewer Manager, Assignee, Other Reviewer(s) in the Activity
Other Reviewer Actions Responded Reviewer Manager, Assignee, Other Reviewer(s) in the Activity
Activity marked In Progress from In Review Manager or Approver Reviewer(s) in the Activity
Activity marked Complete Manager or Approver Assignee, Reviewer(s) in the Activity
Activity Reopened (Complete → In Progress) Manager or Approver Reviewer(s) in the Activity
Test Plan marked In Progress (Submitted → In Progress) Manager Approver
Test Plan Closed Approver Manager, Assignees, Reviewer(s)

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