To begin, create a new Rule; click Settings > Incident > Incident Rulebase > New Rule.

• You will be navigated to the 'Incident Rule Generator' page. Enter a name for the Rule.
• Select a Workflow Trigger that will determine when the email will be sent.
  • On Submit (End User Assessment): Actions will be triggered when the end user assessment 'Submit' button has been selected.
  • On Save (Admin Assessment): Actions will be triggered when the admin assessment 'Save' button has been selected.
  • On Close (Admin Assessment): Actions will be triggered when the admin assessment 'Close Incident' button has been selected.

Creating a Rule

• Within the 'Register' drop-down option, the Incident Register will be prepopulated, and within the 'Register Field' drop-down (for example, Severity), you can select the relevant field that you want to set the Rule against. 

Next, you will need to select the Response from the following options:

• Contains: If the response selected for the Rule is contained within the response provided for the field, i.e. if the response is included alongside other responses. (Typically used for multi-select fields.)
• Equals: If the response selected for the Rule equals the response provided, i.e. no other drop-downs are included alongside the response. (Can be used for text fields, multi-select and single select.)

Finally, you need to select the Field Response, which is one of the drop-down options available in the selected register field.

Actions

An action will send the email to a specific user if the rule(s) above have been triggered. 

Each action will need:

• An Email Subject to be entered.
• An Email Recipient to be entered. (The user needs to be added to the platform, and only one email is allowed per action.)
• Email Content: If required, you can customise the email template text. Please note, if you decide to remove the email placeholders, it will remove the Incident title, description, type and date of incident along with the Incident Reporter.

If you require multiple recipients, click the 'Add Action' button and repeat the steps above.

Before leaving the page, remember to save your Rule by clicking the 'Save' button (top-right of the webpage).

And finally, to find out how to activate your rule, see this article.