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Notifications

  • Introduction

    The GSI2 notification system provides a comprehensive framework for managing automated communications across the entire platform. This module enables administrators and authorized users to configure when and how to receive alerts about important events occurring in the system, ensuring that critical information reaches the right people at the right time.

    Notifications in GSI2 are not just simple alerts: they represent an intelligent communication system that integrates with all platform modules, from attendance monitoring to document management, from ticketing to CRM. Every significant event can be configured to generate customized notifications through different communication channels.

    Main Functions

    Configuration Modes

    The system offers two distinct operational modes for managing notifications (depending on set permissions):

    • SINGLE Mode: Individual configuration that allows customizing notifications for individual users. Administrators can select a specific user from the dropdown menu and configure their notification preferences granularly.
    • BULK Mode: Mass configuration that applies the same settings to all selected users or the entire organization. Particularly useful for implementing uniform company policies or during initial system setup.

    Available Notification Channels

    GSI2 supports four distinct communication channels, each with specific characteristics:

    • Push in GSI: In-app notifications that appear directly in the GSI2 interface. A red badge on the bell icon indicates the presence of unread notifications.
    • E-mail: Automatic sending of emails to the user's company mailbox with customizable templates and direct links to the relevant items in GSI2.
    • Browser notification: Desktop notifications that appear even when GSI2 is in the background, subject to browser authorization.
    • SMS: Optional channel for critical events requiring immediate attention, requires mobile number configuration.

    Configuration States

    For each type of notification, the system provides three possible states:

    • OFF: The notification is disabled and the user will not receive any alerts for the specific event.
    • ON: The notification is active and the user can independently modify this setting from their preferences.
    • ON BY ADMIN: The notification is activated by the administrator and cannot be disabled by the user. Used for critical or mandatory notifications per company policy.

    Configuration Best Practices

    For Administrators

    • Use "ON BY ADMIN" only for critical notifications that must not be disabled
    • First configure notifications in BULK mode to establish a company baseline
    • Then customize with SINGLE mode for specific role or user needs
    • Test configurations with a pilot group before full rollout
    • Document company notification policies for future reference

    For Users

    • Enable only notifications relevant to your role to avoid information overload
    • Use email for important events requiring traceability
    • Activate push notifications for urgencies requiring immediate action
    • Periodically verify settings to keep them aligned with your needs
    • Use filtered notification view to prioritize actions

  • Companies

    Manages notifications related to company entities and their configurations:

    • Cost Types: Creation, update, and deletion of cost types
    • Company Shares: Addition or removal of company shares
    • Supplier Types: Management of supplier categories
    • Representative Types: Configuration of contact expertise areas
    • Legal Entity Types: Management of legal forms
    • Legal Clients Activity Type (ATECO Codes): Management of economic activity codes
    • Company Types: Classification of company types
    • Company Record Status: Updates on company status
    • Company Client Sources: Data source management
    • Company Policies and Procedures: Changes to company policies and procedures
    • Company Contacts: Company contact management
    • Companies: Main company-related events

  • Individuals (Employees/Workers/Users)

    Notifications for personnel and individual registry management:

    • Individuals: User creation, modification and deletion, role updates, employee code, status, personal and company data
    • Individual Personal Document: Personal document management
    • Individual Benefits: Company benefit administration
    • Individual Assigned Companies: Company assignment and revocation
    • Individual Record Statuses: Employee status changes
    • NCLA Qualification: Contractual qualification management
    • NCLA Levels: CCNL contractual levels
    • Job Titles: Professional title management
    • Genders: Registry configuration
    • Employee Type: Employee types

  • Staff (Attendance & Time Tracking)

    Notification system for attendance and personnel activity management:

    • Work Shift: Creation, modification, and assignment of work shifts
    • Staff Activities: Overtime requests and related approvals
    • Absence: Complete absence management (requests, updates, approvals)
    • Time Travel Type: Travel type configuration
    • Time Shift: Time profile management
    • Absence Type: Absence types
    • Holidays: Company holiday management
    • Company Closures: Scheduled company closures
    • Travel Mission: Complete travel cycle (creation, approval, completion)

  • General Tables

    Notifications for changes to system base tables:

    • Currencies: Currency management
    • Countries: Country configuration
    • Regions: Region administration

  • Organization

    Events related to company organizational structure:

    • Teams: Working group, member, and approver management
    • Departments: Department administration and related approvers
    • Company Business Unit: Business unit management and approval workflows

  • Ticketing

    Complete notification system for support ticket management:

    • Timelines: Processing status tracking
    • Tasks: Complete task management (creation, assignment, priority, progress)
    • Ticketing: Main ticket events (creation, assignment, status changes, priority, invoicing)
    • Ticket Messages: Chat and messages associated with tickets and tasks
    • Ticket Files: Attachment management
    • Ticket Approver: Approval workflow and decisions
    • Ticket Support: Support user assignment and revocation
    • Ticket Types: Ticket type configuration
    • Ticket Task Priorities: Task priorities
    • Ticket Subcategories: Subcategories for detailed classification
    • Ticket Priorities: Ticket priority levels
    • Ticket Invoicing Types: Invoicing types
    • Ticket Categories: Main categories for routing
    • Ticket Assistance Location: Assistance locations

  • Documents

    Notifications for document management:

    • Document Folders: Events on personal and shared files (addition, modification, deletion)
    • Uploads to shared company folders
    • Bulk import procedures

  • CRM

    Notification system for commercial activities:

    • Social Networks: Social profile management
    • Domain Names: Domain administration
    • Task Type/Status/Priorities: CRM task configuration
    • Sale Phase: Sales process phases
    • Setup Types: Setup types
    • LifeCycle: CRM lifecycle states
    • Company Types/Industries: Company classification
    • Attachment Types: Attachment types
    • CRM Tasks/Notes: Company task and note management
    • CRM Workflow: CRM workflows
    • CRM Companies: Company ownership
    • CRM Activity Logs: Activity logging

  • Clients

    Notifications for client management:

    • RFA Activities: Request For Action - creation, modification, and deletion