Creating Event Triggers for Notifications in DRUM
Objective
This SOP outlines the steps to set up event triggers for notifications in the DRUM system, ensuring key team members are notified of important events.
Key Steps
Accessing Settings 0:18
Log in to your Drum account.
Click on your profile icon.
Select 'Settings' from the dropdown menu.
Creating Event Triggers 0:45
Under 'Fundamental Data', locate the 'Event Triggers' option.
Click on 'Create Trigger'.
Select 'Trigger' to begin setting up a new event.
Choosing Trigger and Action 0:50
Choose the event that will trigger the notification (e.g., 'Invoice').
Specify the event condition (e.g., 'Status change to Awaiting Approval').
Select the action to be taken (e.g., 'Send Notification').
Select Recipients & Notification Options 1:00
Choose who will receive the notification (e.g., Project Manager).
Select where the notifications should be sent, choosing one of:
In-app notification
Email
Both of the above
Click on 'Save Trigger' to finalize your event trigger setup.
Notification Behaviors 2:17
Once an action that prompts a notification has been triggered (e.g. changing the status of the invoice in the above example), the notifications will be processed in the background of Drum.
To view "in-app" notifications, check the notifications section in your nav-bar for alerts (indicated by a red dot).
Alternatively, for email notifications, you can open the email received for the notification and review the notification there.
For either of the above, you can click on the provided link to access the invoice (or project or expense claim) directly.
Project created and Duplicate Project
A Project created Event Trigger also fires when someone uses Duplicate Project. That means accounts which notify people when a project is created will get that notification for duplicates as well.
Staff copied onto the duplicate do not get separate assigned-to-role or assignment notifications from the copy itself.
For the full duplicate steps, see How to duplicate a project.
Immediate vs Scheduled
Event Triggers can send straight away (Immediate), or group into a scheduled daily send (Scheduled). That schedule choice sits on the Event Trigger only.
It does not control Approval routing notifications. When Approval Settings create an approval request, Drum sends the approval-needed notification straight away. There is no Immediate versus Scheduled setting on Approval Settings.
If you also have an Event Trigger for the same status change (for example Invoice to Awaiting Approval), both can fire. Approval routing and Event Triggers are separate systems.
Cautionary Notes
Ensure that the correct roles are selected as recipients to avoid unnecessary notifications.
Test the notification system with different user accounts to confirm functionality.