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EHS Notifications – Who Gets Notified and When

Learn who gets notified and when they get notified in UpKeep EHS.

Updated over 2 weeks ago

UpKeep’s EHS module automatically sends notifications to the appropriate users during key moments in the Safety Event and CAPA lifecycle. This guide outlines who receives what, and under what conditions.


Safety Event Notifications

Trigger

Who Gets Notified

Notes

Safety Event Submitted

Admins, users on the “Notified Team Members” list

Public users receive a confirmation email only.

Status Change

Reporter (Admin or Technician), users on the “Notified Team Members” list

Only if the user has permission to view the Safety Event.

Safety Event Closed

Creator, Owner, users on the “Notified Team Members” list

Only if the event is visible to them. Public users do not receive updates after submission.


CAPA Notifications

Trigger

Who Gets Notified

Notes

CAPA Assigned

Assigned Owner, users on the “Notified Team Members” list

Email includes a link to the CAPA detail page.

CAPA Closed

Creator, Owner, users on the “Notified Team Members” list, user who executed actual actions taken, user who verified actions

Final resolution notice sent to all involved parties.

CAPA Overdue

Admin, Owner, users on the “Notified Team Members” list

Sent based on the CAPA’s due date.


Additional Notes

  • Notifications are only sent to users who have visibility into the related Safety Event or CAPA.

  • “Notified Team Members” are selected manually during event or CAPA creation.

  • Public users will never receive status updates—only a confirmation of their submission.


To learn more about what each user role can see and do, check out:
Understanding EHS User Roles and Permissions

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