There are currently two types of automatic email notifications that are sent out for Field Reports:
You can view and update your personal email preferences at any time under your PlanGrid Account Settings. Please note: updates must be made by each individual team member from within their own account and cannot be set by an administrator.
Assigned to a new field report
- Report assignees will receive a one-time email notification when they are initially assigned to a new field report.
Example email #1
Daily Submission Summary
- All report reviewers will receive a daily email notification with a list of all submitted reports from that day, including a link to view those reports on PlanGrid.
Example email #2
View and update your Field Report email preferences:
1. Log in to your PlanGrid account online at https://app.plangrid.com/. Click on your username, in the upper right corner, then click on "Account Settings" and scroll down to the Email Notifications section.
2. To receive notification emails for field reports, make sure the box is checked for the type of notifications you would like to receive. You can opt into/out of the Daily Report Summary which links to all submitted reports for the day, the submission reminder that would send out a reminder email if you are listed as a contributor on a template, and you can choose if you would like to receive an email each time an individual report is submitted that you are a reviewer on (in addition to or instead of the Daily Report Summary).Be sure to click "save" to update your preferences.
