Automations

Automate your tasks.

Automations are pre-programmed notifications that are triggered by certain events or conditions, and are designed to help simplify and streamline complex tasks.

When a user creates a new input in Harpe, they can set a due date and time, as well as any additional details or notes related to the task. Harpe then automatically generates a reminder that is sent out to the user at a specified time prior to the due date. This reminder can be sent via email, text message, or another preferred method of communication.

Once the user has completed the task, they can mark it as "Acknowledged" in Harpe. At this point, Harpe automatically generates a notification to let the user know that the task has been completed. This notification can also be customized based on the user's preferences.

Overall, the process of using Harpe to send out automations for reminders and task completion notifications is designed to help users stay organised, reduce the risk of missing deadlines or forgetting important tasks, and improve overall productivity. By automating these processes, users can focus on more important tasks and spend less time on administrative tasks.

Below shows a table of the pre-made automations you can have setup in Harpe.

Title	Condition
New Asset added	On Asset creation.
New Supplier added	On Supplier creation.
New Person added	On Person creation.
New Risk added	On Risk creation.
New CAPA added	On CAPA creation.
New Incident added	On Incident creation.
New Document added	On Document creation.
Risk has been closed	On Risk closure.
CAPA has been closed	On CAPA closure.
Incident has been closed	On Incident closure.
Daily log check	Every day.
Asset assurance incomplete	Every two weeks when Asset assurance is not complete.
Asset disaster recovery incomplete	Every two weeks when Asset disaster recovery is not complete.
Supplier assurance incomplete	Every two weeks when Supplier assurance is not complete.
Supplier disaster recovery incomplete	Every two weeks when Supplier disaster recovery is not complete.
Review open Risks	Every month for Risks that remain open.
Review open CAPAs	Every month for CAPAs that remain open.
Review open Incidents	Every week for Incidents that remain open.
Security communications	Every month.
Objectives review	Every quarter.
Interested Parties review	Every quarter.
Schedule Management review(s)	Every year.
Conduct Management Review	One month before a scheduled Management Review.
Schedule Audit(s)	Every year.
Conduct Audit	One month before a scheduled Audit.
Legal & regulatory review	One month before the review date for a legal and regulatory entry.
Backup test review	Every quarter.
Vulnerability scan	Every quarter.
Access review	Every quarter.
Company overview review	Every year.
Asset review	One month before Asset review due date.
Supplier review	One month before Supplier review due date.
User review	Every year.
Document review	One month before document review due date.
Document updated	On document update.
Reset user training	Every year.
User training due	Every 2 weeks that there is outstanding user training.