Custom Savings Notifications

Custom notifications in oboloo allow users to create personalised alerts for contracts, suppliers, or savings records.

Custom notifications allow users to create personalized alerts for savings records, ensuring that stakeholders are reminded of important tasks, validation deadlines, or updates that may not be covered by automated alerts.

Unlike system-generated notifications, custom notifications are flexible and tailored to meet specific organizational needs, allowing savings owners and other stakeholders to stay informed on key savings-related actions.

When to Use This Feature

• When setting personalized reminders for savings milestones, validation deadlines, or financial reporting tasks.

• When ensuring savings owners or key stakeholders receive timely alerts about savings initiatives.

• When a task or event is not covered by an automated notification and requires manual tracking.

• When multiple users need visibility on savings progress, approvals, or other critical updates.

• When setting up custom workflows to track savings-related actions efficiently.

Key Features of Custom Notifications

✅ Tailored Alerts – Create notifications specific to your organization’s savings management needs.

✅ Notification Delivery – Custom notifications are sent via email and displayed in the system in the same locations as automated notifications.

✅ Shared Access – Both the savings owners and the notification creator will receive custom notifications created under a savings record.

Step-by-Step Guide

1. Navigate to the Relevant Section

• Go to the Savings Management module.

• Locate and open the savings record for which you need to create a custom notification.

2. Access the Custom Notifications Tab

• Click on the Custom Notifications tab within the selected savings record.

3. Create a Custom Notification

• Click the Create Custom Notification button.

• Enter the following details:

  • Message – Provide a detailed description of the alert or action required.

  • Notification Date – Select the date when the notification should be sent.

4. Save the Notification

• Review the details entered.

• Click Save to activate the notification.

Receiving Custom Notifications

In-System Notifications

• Custom notifications appear in the same Notification sections as automated alerts.

• The notification creator and savings owners will receive the alert on the specified date.

Email Notifications

• Custom notifications are also sent via email for added visibility.

• Both the creator of the notification and savings owners will receive an email reminder on the scheduled date.

Managing Existing Notifications

View Notifications

• Navigate to the Custom Notifications tab within the selected savings record.

• A list of active and past custom notifications will be displayed.

Edit or Delete Notifications

• Locate the notification in the Custom Notifications tab.

• Click the Actions Menu and select:

  • Edit – Modify the notification message or change the scheduled date.

  • Delete – Remove the notification entirely from the savings record.

Key Considerations & Best Practices

✅ Use Clear & Actionable Messages – Ensure the notification message is specific, detailing what needs to be done.

✅ Set Realistic Notification Dates – Choose a date that allows enough time for users to act on the alert.

✅ Leverage Shared Access – Assign savings owners to ensure notifications reach the right stakeholders.

✅ Regularly Review Custom Notifications – Check the Custom Notifications tab to manage or update scheduled alerts.

✅ Combine with Automated Notifications – Use both custom and automated alerts for a more comprehensive tracking system.

Additional Resources

📌 Related User Guides:

• Tracking Savings Milestones – Setting and monitoring savings targets.