Performance activity notifications
  • 09 Nov 2022
  • 2 minutes to read

Performance activity notifications

As of Totara 17 performance activity notifications are managed and sent using the centralised notification system. This means that Site Administrators can configure the available performance activity notifications and when and how they are sent site-wide, while other users can configure which notifications are sent by editing a performance activity and going to the Notifications tab.

It is recommended that you configure your performance activity notifications at the site level first (via Quick-access menu > Notifications), then as you set up each performance activity you will be able to further configure the notifications as required.

You can toggle each notification type on, and expand each section to determine which participants will receive the notification. Even once an activity has been activated, you can still change the notification settings.

When choosing who will receive a notification, you may want to consider the needs of each relationship. For example, any relationship set to be a view-only participant may not want to be notified when instances are created, but may want to be notified when they are completed so they can go and view the responses. Another example is that it may be the case that only managers and subjects want to receive notifications about the Completion of subject instance. It is advisable to consider relationships when configuring notifications to avoid sending unnecessary or unwanted notifications. 

Configuring the notifications for an individual performance activity.

Notifications can be triggered for the following performance activity events:

  • Completion of subject instance
  • Participant due date reminder
  • Participant instance completion
  • Participant instance created
  • Reopened activity
  • Participant selection

Participant instance completion is a new notification trigger added in Totara 17 to notify activity participants when a specific participant has completed their participant instance. This trigger event occurs when an activity participant submits a section that also completes their participant instance. This notification lets other participants know when a participant has completed everything for them to complete in the activity. Note that the trigger will also occur when a participant changes their responses and resubmits a section (as this will also recomplete their participant instance). For a single-section activity, this trigger will always occur when a participant submits their section.

If participants in an activity have a single section each, then you can configure a cascade of participant submission notifications, notifying a series of activity participants as each previous participant completes their part in the workflow.

A number of factory notifications are available by default in Totara Perform, which can be enabled or disabled as required.

You should not enable the default Participant instance completion notification for anonymous performance activities, as the notification content would reveal participants' identities to the notification recipient.

As with other notifications in the centralised notifications system, you can change or add notification placeholders and multi-language content.

Get involved in the conversation about Performance management in the Totara Community.

The Totara Academy also has courses dedicated to Totara Perform, including check-ins, appraisals, 360 feedback and competencies.

© Copyright 2022 Totara Learning Solutions. All rights reserved.

Was this article helpful?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.