Automated notifications are reminders and updates that oboloo sends by itself, for example when a contract is about to expire or a record needs your approval. For reminders on dates you choose, use Custom Notifications.
Notifications by module
Module | What it covers | Full list |
Supplier Management | Supplier document expiry, approvals, document uploads and document renewal requests | |
Contract Management | Notice periods, contract and document expiry, approvals and document renewal requests | |
Sourcing | Supplier responses, cancellations, scorer assignments and scoring deadlines | |
Savings Management | Milestone due dates and approvals |
Who receives them
Most automated notifications go to the record's owners, so if a colleague needs them, add them as an owner. See Supplier Owners, Contract Owners, Sourcing Owners and Savings Owners.
Approvals: requests go to the approvers, and the outcome goes to the person who asked for approval.
Savings milestones: reminders also go to the person who created the savings record.
Scoring: deadline reminders go to the assigned scorers.
Where notifications appear
Where | What it shows |
Most notifications are also emailed, so you hear about them when you're not logged in. A few are in-app only. | |
Bell icon | Top right of every page. Your latest five unread notifications, with Mark all as read and View All Notifications. |
Profile > Notifications | Everything sent to you, with a filter by module. |
Module home pages | Notifications for the module you're in. |
Latest Activity tab | Notifications for that record, alongside notes, calls and tasks. Use the Notification filter to see them on their own. In eSourcing, this tab is called Overview. |
Changing automated notifications
Most automated notifications are fixed, so every organisation gets the same reminders. The exception is document renewals: in Settings > Automations > Document Renewals, administrators can turn automatic replacement requests and follow-ups on or off and set their timing. See Automate Supplier and Contract Document Renewals.
Common questions
Why didn't I get a notification?
You're probably not an owner of the record, or the date that triggers it is missing. Open the record's Latest Activity tab and filter by Notification to see what was sent and when.
Why did a colleague get a notification and I didn't?
Notifications follow ownership. Ask an owner to add you as an owner of the record.
Why do some notifications say Demo Record?
They relate to demo records that come with new accounts. They stop once you remove demo data. See Demo Records and Removing Demo Data.
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If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.