Agency Notification Settings
Agency Notification Settings control the scheduled emails RAM sends for your agency: the certification expiration report, the animal certification report, and the asset compliance report. They also set the starting alert preferences for new members and the footer on every agency email.
Schedules run in your agency timezone. Confirm it on the Agency Profile page first, or reports will arrive at the wrong hour.
Accessing Notification Settings
- In the left-hand menu, select Agency.
- On the bar at the top, select Agency Settings, then the Notifications area. It has one page.
Chips near the top (Email delivery, Certifications, Working animals, Assets, Personal alert defaults, Agency-wide, Email footer) jump to each section. Changes save automatically and confirm with a small Saved notice. See Agency Settings.
Email delivery
Send agency email notifications is the master switch. Turning it off stops every scheduled agency email. Your report settings are kept but nothing is sent. Personal account emails and emergency alerts aren't affected.
Scheduled reports
Each report works the same way:
- On/Off switch and a status badge: Ready (will reach someone), Needs recipients (on, but nobody would receive it), or Off.
- Schedule (only while the report is on): Every day, week, two weeks, or month. Then On a weekday (or On the day of the month), and At a time of day.
- Recipients: pick Members, and for the certification report also Everyone holding a role.
- A summary line, Will be sent to N members, names exactly who will receive it, so you can check before relying on it.
- Send me a test email sends the real report to you only, whether the report is on or off. Use it to check what members will get.
| Report | What it contains | Who receives it | Schedule |
|---|---|---|---|
| Certification expiration report | Member certifications that are expired, expiring soon, or due for renewal | The members you pick plus everyone holding the roles you pick. Nobody else: with no members and no roles picked, nobody receives it (the badge reads Needs recipients), unlike the asset report, which falls back to administrators | Its own |
| Animal certification expiration report (Working animals) | The same, for working-animal certifications | The members you pick | Follows the certification report's schedule; change it there |
| Asset compliance report | Asset requirements that are overdue or coming due: inspections, service, certifications, registrations, warranties, expirations | The members you pick. If none are picked, every agency administrator. | Its own. Weekly unless you change it |
Keep recipient lists small and purposeful. A report that reaches the person who acts on it beats one that reaches everyone.
Personal alert defaults
Each member chooses their own alerts on their profile. These switches set what members start with. They do not add anyone to the reports above, and members can still change their own settings.
| Switch | Who it applies to | Starting alerts |
|---|---|---|
| Asset Managers start with every asset alert on | Members who have Edit assets (the screen calls it "Manage assets") | Expiring, inspection due, warranty, insurance, registration, low stock |
| Training Coordinators start with certification alerts on | Members who have Edit certifications for any member (the screen calls it "Manage certifications") | Certification expiration alerts |
| Agency Administrators start with every alert on | Agency Admins | Every asset and certification alert |
Each switch shows how many people it covers today. To change who holds those permissions, see Roles & Permissions.
Agency-wide
Weekly agency digest and Priority email notifications are listed as Coming soon and can't be turned on yet. Emergency and incident alerts are managed through Rapid Alerts, not here.
Email footer
Two text boxes, up to 500 characters each, added to the bottom of every agency email:
- Email signature
- Footer note (optional, shown below the signature)
Don't put passwords, access codes, or other sensitive information in the footer. It goes out on every email.
Best Practices
- Pick a schedule that matches how your agency works. A weekly report on the day before your meeting gets acted on.
- Use Send me a test email after changing recipients or the schedule.
- Make sure every report you turn on shows Ready.
- Review recipients when roles or leadership change.
Related Pages
- Asset Management: managing equipment and inventory
- Agency Profile: timezone and contact information
- Record & Certification Templates: certification tracking
- Roles & Permissions: who holds which permissions
- Agency Setup Guide: initial agency setup