Configure the digest

The digest is a periodic email summary of upcoming or overdue activities. It is the counterpart of notifications, which are single messages tied to one event: the digest gives you the overall picture, on a schedule you choose.

1. From the user menu, open User preferences.
2. Go to Digest.

From here you set which sections to include — PPE, training, appointments, maintenance, procedures, health surveillance — the time interval to look at, and how often you want it.

Simple configuration

A weekly or monthly summary of the activities that are due, overdue or newly created, on the day of your choice.

Advanced configuration

The advanced mode lets you control every parameter.

Field	What it does
Frequency	Daily, weekly or monthly.
Specific day	The day of the month or of the week the digest is sent on.
Event type	Whether to consider activities that are due or activities that are scheduled.
New	Includes records with status “New” in the digest, treating them as activities to regularise.
Action type	Which actions to monitor: PPE, training, appointments, maintenance, procedures, health surveillance.
When	The time window to search in for the deadlines or the scheduled activities to include.

Example

To receive a monthly digest on the 10th of each month, with the training deadlines falling in the next 60 days, fill in the form like this.

The digest is a personal preference: what you set here affects only what reaches you. The notifications sent by the system are configured at project level instead, and follow the role you hold on each action — see Enable notifications.