Use the Notification Center
Summary: You will use the notification bell to see conflict alerts, case-access requests and responses, and act on them.
The Notification Center is a bell in the application header that gathers five alert streams into one inbox, with a full history behind it. It is visible to every internal role (everyone except Store Associates, who never reach the application shell).
The five streams
| Stream | What it is | Who sees it |
|---|---|---|
| Conflict Alerts | An entity you created or linked (a member, vehicle, organization, address, or contact) matches one on another case in the same category | The owner and investigator of the conflicting case |
| Cross-Category Matches | An ORC ↔ Drug Diversion entity match | Administrators and the three manager roles only |
| Entity Link Requests | A request to copy an entity onto a case in another category | Administrators and the three manager roles only |
| Case Access Requests (incoming) | Someone asks for access to a case of yours | The assigned case manager; the moderating roles see all |
| Case Access Responses (outgoing) | The outcome of a request you made | The person who asked |
Two streams are wired up but never fire today. Nothing currently generates a Cross-Category Match or files an Entity Link Request: the streams render and can be cleared, but you will not see new items in them. Granting a case-access request adds the requester to the case as a read-only collaborator; it does not change the case's labels or owner.
The Chinese Wall in notifications
Cross-Category match alerts and entity link requests are shown only to Administrators and the three manager roles: never to investigators, analysts, auditors, viewers, partners, or field roles. An investigator must not learn that a cross-category match exists at all. Platform Administrators see the bell and the conflict/access streams but hold none of the moderation rights.
How delivery works
- All five streams refresh every 30 seconds while the application is open. A new alert appears within half a minute: there is no instant push.
- Notifications are never emailed and never sent to a phone. The bell is the only delivery mechanism, and nothing is delivered while the application is closed.
- The bell's count combines unread conflict alerts, unread cross-category alerts, pending link requests, pending incoming access requests, and undismissed outgoing responses. It caps at 9+.
- The popover shows only the most recent items per stream; older ones are reached from history. "Mark all read" clears conflict alerts only: the other streams are cleared by acting on each item.
- With nothing pending, the popover says so plainly. A failed load shows an error with a retry, so "no alerts" always means no alerts.
Notification history
The All button in the popover opens a full history of every notification, including ones already acted on. It is reachable only this way (not from the sidebar).
- Filter to all notifications, conflict alerts, cross-category matches, link requests, or case access; paged 25 at a time.
- The chosen filter and page are part of the address, so a view can be bookmarked or shared with a colleague who has the same rights, and survives a reload.
- The history cannot be exported and cannot be filtered by date or by person.