Options suggestions to disable reminder emails

[larrykind]

Proposal

This suggestion is to request the possibility to:

1. stop sending reminder notification (report settings) email when a report is in "closed" status, or checkbox option to set it in the status change panel.
2. stop sending the default notification reminder (channel settings) email when at least one receiver will open the report.

Motivation and context

1 . Since the notification email has a generic text with no reference to a single report, the manual deactivation of a notification setting for every report could become quite confusing, because they could have to scroll every report to see which one has an active notification. And then, in all our cases receivers don't expect to receive reminder emails when reports are closed.

2. in our experience some receivers are listed in the default context receivers but sometimes they don't manage the reports, neither open them because of various reasons, so other receivers manage the report. Those receivers continue to receive the daily "unread report" email, but really the report has been already read.

Considering that those emails are sent daily, this mechanism could create confusion and bring receivers to not use it at all.
Thanks for considering.

[evilaliv3]

Update:

Following the community the weekly community meeting discussion it was agreed for the moment to proceed with a patch acting on "Reminders" disabling the reminder if a recipient access the report after the notification that remainder date is passed.

It has been also evaluated to possibly extend the platform to enable a user to disable the reminders when they close a report but this change is postponed to evaluate if it is really needed and design a possible new UI of the change status modal.

Regarding the possibility to disable "unread" modifications as soon that one recipient read the report this proposal was rejected because such a change may cause recipients to miss information expecially when the recipients operates independently for reasons of conflict of interest monitoring

[danielvaknine]

Thanks for the update! We're happy that "Reminders" will stop to be sent after accessing the report. Is there a timeframe for when this will be implemented?

Regarding closing the report, we agree with @larrykind . Our clients usually think that closing a report would disable the "Reminders". Thus, we see that as good UX to disable "Reminders" when a report is closed. I.e., if one recipient closes the report, all stop getting "Reminders", even if they haven't logged in.

[evilaliv3]

We will implement the disabling of reminders if the report is accessed by one of the recipient starting from version 4.14.4 that will be released by this weekend.

We will keep the ticket open of a while to evaluate the other options that are currently not scheduled for development.

[larrykind]

UPDATE:
I experienced that if the report is opened by all receivers before the expiration of the default reminder set on the context (that I suppose it corresponds to emails with subject "reminder for unread reports"), the reminder for unread or updated alerts is not deactivated but it seems to be turned into a normal reminder (mail with subject "reminder"). That reminder will be sent anyway after the number of days set on the context, and it must be manually deactivated. If this is confirmed, I can say I think this could introduce confusion in receivers.

Receivers expect that if all receviers open the report, the default reminder will be deactivated and no more reminders will be sent until they set manually a new one on the report.

Please consider to automatically deactivate the default reminders when all receivers open the report.

[evilaliv3]

@larrykind

The email that notificate unread reports and the email of reminder are two independent features.

• the email about unread reports scatter if time passes and users have unread reports; this emails are not sent if every report has been read and will be re-activated after a week since the last update of a report; this functionality is per-recipient
• the reminder date scatters at the time the remider deadline is passed; this functionality is global and is disabled if a recipient access after the reminder date.

[larrykind]

@evilaliv3
thanks a lot for clarifying to me. I was confusing by the setting for unread reports, it seems to be configurable through gui for the first tenant only. This setting doesn't seem to be on other tenants settings, and it does not propagate on other tenants once set for the first one.
Should it be possibile to add this setting on other tenants also?