Rahul Sharma · ManagementSwitch Role
Reference

Notifications & Approvals

Section 9 of the proposal — role-based notifications for key workflow events.

Recent Notifications (mock)
NotificationWhen
New lead created: Priya Nair (LD-1002)2h ago
Sample approval pending — PRJ-20325h ago
Work Order payment terms changed — Management approval pending (PRJ-2032)8h ago
DSR not submitted for PRJ-2032 (yesterday)1d ago
Credit note pending approval — PRJ-20332d ago
Configured Notification Events
  • New lead / new project createdrole-based
  • Quotation ready for reviewrole-based
  • Sample approval pendingrole-based
  • Measurement approval pendingrole-based
  • Customer quotation approval pendingrole-based
  • Work Order generatedrole-based
  • Material delivery pendingrole-based
  • Site readiness pendingrole-based
  • Start approval pendingrole-based
  • DSR not submittedrole-based
  • Project completion / handover pendingrole-based
  • Payment milestone due or outstandingrole-based