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Enabling Contractor notifications
Who is this article for?Administrators and managers who want to learn about contractor notifications.
Administrator permissions are required to manage these notifications.
This article outlines the notifications enabled within Lucidity’s standard contractor module. Each notification is triggered by a specific event or schedule and sent to the relevant recipient with clear instructions.
1. Contractor notifications
| Lucidity ID number | Topic | Email subject line | Recipient | Trigger | Example |
|---|---|---|---|---|---|
| CON.1 | 30 days prior to contractor document expiry date | Expiring contractor document record (30 days) – contractor representative | Contractor representative | Scheduled |
Hello You have an insurance record that is expiring in 1 month for Summit Facilities Group. The details of the record are as follows: Record type: Insurance Please contact your contract manager Ella Morgan via email ella.morgan@summitgroup.com for further information. Please do not reply to this message. Replies to this message are routed to an unmonitored mailbox. ID [84] CON.1 |
| CON.2 | 1 day prior to contractor document expiry date | Expiring contractor document record (1 day) – contractor representative | Contractor representative | Scheduled |
Hello You have an insurance record that is expiring in 1 day for Summit Facilities Group. The details of the record are as follows: Record type: Insurance Please contact your contract manager Ravi Desai via email ravi.desai@summitgroup.com for further information. Please do not reply to this message. Replies to this message are routed to an unmonitored mailbox. ID [85] CON.2 |
| CON.3 | 0 days prior to contractor document expiry date | Expired contractor document record (today) – contractor representative | Contractor representative | Scheduled |
Hello You have an insurance record that is expiring today for Summit Facilities Group. The details of the record are as follows: Record type: Insurance Please contact your contract manager Nina Chen via email nina.chen@summitgroup.com for further information. Please do not reply to this message. Replies to this message are routed to an unmonitored mailbox. ID [83] CON.3 |
| CON.4 | Contractor is required to submit document | The contractor document for {{CompanyDocumentType.name}} has been requested for submission | Contractor representative | Manual |
Hello Summit Facilities Group, The following document has been requested to be uploaded: Company name: Summit Facilities Group To update the returned document, please click on the link below and log into Lucidity. Click here Please do not reply to this message. Replies to this message are routed to an unmonitored mailbox. ID [101] CON.4 |
| CON.5 | Contractor has submitted a required document for approval | The document from {{AccessCompany.name}} has been uploaded and needs approving | Contractor manager | Manual |
The following document is ready to be reviewed for approval: Company name: Summit Facilities Group To review the document, click on the link below and log into Lucidity. Click here Please do not reply to this message. ID [100] CON.5 |
| CON.6 | The submitted contractor document has been approved | The submitted contractor document for {{CompanyDocumentType.name}} has been approved | Contractor representative | Manual |
A document submitted by Summit Facilities Group has been approved. The approved document is: Insurance with the document ID: 728. No further action is required at this time. When a new version is needed or the document is 30 days from expiry, you will receive a notification requesting a new submission. Please do not reply to this message. Replies to this message are routed to an unmonitored mailbox. ID [98] CON.6 |
| CON.7 | Submitted document has been rejected and requires resubmission | The submitted contractor document for {{CompanyDocumentType.name}} has been returned and requires re-submission | Contractor representative | Manual |
Hello Summit Facilities Group, The document submitted has been returned by the approval manager and requires further action. Document: Insurance Return reason: Attached verification is not relevant to the document being requested – please submit insurance certificate of currency. To update the returned document, please click on the link below and log into Lucidity. Click here Please do not reply to this message. Replies to this message are routed to an unmonitored mailbox. ID [99] CON.7 |