A colleague tapping you on the shoulder, not a system alert. Push, text or email, and push is replacing the other two.
You should hear from Beverly when something needs you and not otherwise. A notification says who it is about, what happened, and gives you one thing to do about it.
| Event | How it reaches you |
|---|---|
| Something needs your approval | A notification on your phone, and an email if that did not land. Deliberately never a text: an approval you cannot act on from the notification is just noise. |
| A lead is waiting on a human | Notification, then text, then email. |
| A lead has gone quiet for longer than you set | Notification, then text, then email. |
| A date on a file is about to slip | The same ladder, while there is still time to do something. |
| A review that takes a while has finished | A notification on your phone, so you can start an inspection report reading and put the phone down. Nothing else, because the answer is already saved and waiting on the tool when you come back. |
Checked against the product on 29 August 2026. What the labels mean
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