Use these tables to check who is told about a budget or learning request, and whether they get an email or only an in-app notification (the bell in the sidebar).
Learning requests
When | Who is told | In-app | |
Someone submits a request | The owners chosen under Send To. The email subject is "[name] is waiting for a response to their learning request" | Yes | Yes |
The requester edits a pending request | The Send To owners | No | Yes |
The requester asks for a top-up | The original request's Send To owners | Don't rely on it | Yes |
A request is still waiting after a day or two | The budget's owners | No | Yes, as a reminder |
An owner approves a request or top-up | The requester, plus any Forwarding Address | Yes | Yes (requester) |
An owner declines a request | The requester (with the decline note) | Yes | Yes |
An owner declines a top-up | The requester | No | Yes |
The requester cancels their own request | Nobody | No | No |
A bursary or qualification reaches its end date | The requester, asked to mark it complete | Yes | Yes |
The requester marks a bursary complete | All the budget's owners | Yes | Yes |
Every owner of the budget, not only the Send To owners, can see and act on a request in their Inbox and on the budget's Requests page.
Note: The reminder goes only to owners who allow reminder nudges, and never to people with Read Only access.
Budget changes
When | Who is told | In-app | |
A budget is created | Each member: "You have been assigned to the budget…" | No | Yes |
A budget is created | Each owner: "You have been assigned as a Budget Owner to…" | Yes | Yes |
A group is added | New members ("You have been assigned to the budget…") and the owners | No | Yes |
A group is removed | The owners. Members who lose access have their pending requests cancelled and are told in-app | No | Yes |
Amount per Member changes on a budget that already has requests | Owners and members | No | Yes |
Owners are added | Each new owner: "You have been assigned as a Budget Owner to…". Removed owners, other owners and members aren't told | Yes | Yes |
A budget is deleted | Anyone with a pending request on it, which is cancelled | No | Yes |
You export budgets, members or requests to CSV | You, with a download link | Yes | No |
Good to know
Members aren't told the amount changed if HowNow has hidden budget amounts for your workspace.
No in-app notifications at all if HowNow has turned them off for your workspace. Emails still send.
Approval emails can go to finance.