Notifications for Intake Requests

New Intake Request Assigned

Triggered when:

• A new Intake Request is created and assigned

Recipients:

• Assigned Person
• Requestor

 

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Intake Request Updated

Triggered when key fields change, including:

• Status
• Type
• Assigned Person
• Request Note

Recipients:

• Assigned Person
• Requestor

Note: If the Assigned Person and Requestor are the same user, duplicate notifications are suppressed.

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