Source Notification Subscriptions

By default, Workbench sends notifications about imports to the user who initiated the import. These notifications are sent after the initial import of a package (for both success and failure) and when reprocessing of the package results in changes. However, your organization may want to select specific Users to receive these notifications for a given Source. You can manage which users receive these notifications from Admin > Source Notifications.

When a package is imported or reprocessing results in changes, the following users receive a notification:

The user that uploaded the package
All users subscribed to the Source that was uploaded
All users subscribed to All sources

Reprocessing data changes that trigger a notification include:

A new data row is loaded:
- A new Subject is added
- A new Event is added to the subject’s Casebook
- The Site Number changes
A data row is not loaded that was previously loaded:
- A Subject is removed from the Study
- An Event is removed from the subject’s Casebook
- The Site Number changes

Prerequisites

Required Permissions

By default, users with the standard CDMS User Administrator or CDMS Super User study roles can perform the actions described below. If your organization uses custom Study Roles, your role must grant the following permissions:

Type	Permission Label	Controls
Standard Tab	Clinical Reporting Tab	Ability to access EDC Clinical Reporting via the Clinical Reporting tab. Note that EDC Clinical Reporting is only available in production environments.
Functional Permission	View Admin	Ability to access the Admin page

If your Study contains restricted data, you must have the Restricted Data Access permission to view it.

Learn more about Study Roles.

Access Source Notifications

You can access your Source Notifications from the Admin area of CDB. You can navigate to the Admin area from the Navigation Drawer (), after you select your Study, or the Study menu () on the Studies page.

Once you’ve entered the Admin area, click Source Notifications in the header to open that subtab.

Available Sources

By default, Workbench displays two sources, All and EDC. Subscribing to All means that user will receive notifications for all Sources in the Study. New Sources display here once a user in your Study has successfully imported a package for that Source.

View Subscribed Users

You can view a list of users that are subscribed to a Source. To view those users:

If you aren’t already in Source Notifications, navigate to the page.
Locate the Source that you want to check in the list of Sources.
Click View More.
Workbench opens a hovercard that lists the email addresses of the subscribed users. Click anywhere else on the page to close.

How to Add a User Subscription

You can add users with their email address to any Source listed on this page.

Subscriber Limit: You subscribe up to twenty (20) users to a Source.

To add a user to a Source:

If you aren’t already in Source Notifications, navigate to the page.
Locate the Source that you want to subscribe the user to in the list of Sources.
Click Add/Edit.
Enter the user’s Email in the Add email field. Make sure to use the user’s email address, not their Vault user name.
Click Add () or press Enter.
Click anywhere else on the page to close.

Errors

When subscribing users to a Source, there are two possible standard errors:

Error	Message	Explanation
Failed to subscribe: invalid email ‘`email`’		The Email you entered is in an invalid format. Re-enter the Email in a valid format (address@domain.com).
Failed to subscribe: email already subscribed ‘`email`’		The Email you entered is already subscribed to this Source.

How to Remove a User Subscription

To remove a user from a Source:

If you aren’t already in Source Notifications, navigate to the page.
Locate the Source that you want to remove the user from in the list of Sources.
Click Add/Edit.
Locate the user’s Email in the list of users.
Click Remove () for that user.
Click anywhere else on the page to close.