Workflow rules can be configured to generate notifications for eMAR-related events within Client Manager. This allows users or groups to receive alerts when specific medication or client feedback events occur.
Examples of events that can trigger notifications include:
Missed medication.
Medication not administered.
Medication stock is low.
To receive these alerts, a workflow rule must be created within the Settings application.
How to Configure eMAR Notification Alerts
Log in to CM New World.
Open the Settings application.
From the menu on the left-hand side, select Workflow.
In the Workflow Rules section, click Add New Rule.
A new rule line will be created.
Configure the required:
Trigger
Filter Type
Select the user or group that should receive the notification.
Once the rule has been configured, click Save Rules.
The workflow rule is now active and notifications will be generated when the specified conditions are met.
Viewing Notifications
Notifications generated by workflow rules will be displayed within the Client Manager application.
Users will receive alerts through the notification centre, indicated by the notification count displayed next to the bell icon.
📌Note: If notifications are configured for specific groups, the notification count (bell icon) will increase only for the relevant users.
However, the To-Do List itself is not filtered by group. This means that when users open the To-Do List, they will be able to view all notifications for the agency, regardless of which group the notification was assigned to.
Troubleshooting
If notifications are not being received:
Confirm that the workflow rule has been saved.
Verify that the correct trigger and filters have been selected.
Ensure the appropriate user or group has been assigned to the rule.
Check that the triggering event has occurred since the workflow rule was created.
If issues persist, please contact Support for further assistance.