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191 changes: 10 additions & 181 deletions source/educators/concepts/communication/notifications_preferences.rst
Original file line number Diff line number Diff line change
Expand Up @@ -6,189 +6,18 @@ Notifications & Preferences

.. tags:: educator, concept

.. contents::
:local:
:depth: 1
Notifications help you stay informed about activity in your courses. You can view notifications while
on the platform or receive them by email, depending on your preferences.

Notifications keep you informed about activity in your courses.
For details of notifications and preferences available for all users on the platform,
see :ref:`Notifications & Preferences`.

.. _Notification Types:

Notification Types
##################

Discussions Notifications
*************************
**Maintenance chart**

#. Activity notifications: New responses or comments on your posts and the ones you are following, and endorsements to your responses and the ones on your post.
#. New discussion posts: When a new discussion post is created.
#. New question posts: When a new question post is created.
#. Reported content: When content is reported.

#. This notification is only sent to users having a forum moderator role (discussion admin, discussion moderator, community TA and group community TA).

#. New posts from instructors: When the instructor creates a post and chooses to notify the learners.


.. image:: /_images/educator_concepts/Notifications_tray_forum_screenshot.png
:width: 400
:align: center
:alt: Clicking the bell on the top right opens the notifications tray.

Updates
********

#. Course updates: When the instructor creates a new course update.

.. image:: /_images/educator_concepts/Notifications_tray_updates_screenshot.png
:width: 400
:align: center
:alt: Screenshot of a course update notification in tray.

Grading
********

#. ORA grade received: When your submission for an open response assessment (ORA) receives a grade.
#. ORA new submissions: When a learner submits an ORA that requires staff grading.

#. This notification is only sent to users having a course staff or course admin role.

.. image:: /_images/educator_concepts/Notifications_tray_grading_screenshot.png
:width: 400
:align: center
:alt: Screenshot of all grading notifications in tray.


.. _Delivery Channels:

Delivery Channels
#################

Tray
****

- The intent of notification tray is to keep users informed while they're on the web platform.
- A bell icon in the top-right corner displays the count of unread notifications.
- When clicked, it opens a tray that organizes notifications into tabs based on platform area (Discussions, Grading, Updates).
- Each notification includes the relevant course's name, a red dot to indicate it's unread (not clicked), and a timestamp showing when it was generated.
- A gear icon in the tray's top-right corner links to the preferences center, where users can adjust their notification settings.

.. image:: /_images/educator_concepts/Notifications_tray_screenshot.png
:width: 700
:align: center
:alt: Clicking the bell on the top right opens the notifications tray.

Email Notifications
*******************

- The intent of notification email is to keep users informed even when they're away from the platform.
- Users can choose to get notified immediately or to receive a daily or weekly summary of notifications.

- Immediately: Receive the email notification as soon as the activity happens.
- Daily: Receive a summary of notifications for the past 24 hours, everyday at 2200hrs UTC.
- Weekly: Receive a summary of notifications for the past 7 days, everyday Saturday at 2200hrs UTC.

- Emails have a one-click unsubscribe option which allows turning off email notifications for all activity types.

.. image:: /_images/educator_concepts/Notification_daily_email_screenshot.png
:width: 400
:align: center
:alt: Screenshot of email having daily summary of notifications.

.. _Managing Preferences:

Managing Preferences
####################

Preferences center allows users to control which notifications they receive, how often, and through which channel. Users can get to the preferences page via:

- “Notifications” tab on the “Account Settings” page.
- Gear icon in top right corner in the notification tray.
- “Notification Settings” link in email.

For each preference:

- Users can toggle tray and email preference ON or OFF.
- Users can set cadence for email notifications: Immediately, Daily and Weekly.

.. image:: /_images/educator_concepts/Preference_center.png
:width: 700
:align: center
:alt: Screenshot of preference center on Account Settings.


Default Settings
*****************

- High-value notifications have tray and email ON by default.

- “New posts from instructors” and “Course updates” are exceptions where email is OFF by default to prevent high volume/cost of email due to courses with large enrollments.

- High-volume notifications (e.g., new discussion posts) are OFF by default to prevent clutter.
- Email cadence default is set to “Daily” for all preferences where email default ON.

The table below shows defaults for each notification type.

.. list-table::
:widths: 25 25 25 25
:align: center
:header-rows: 1

* - Preference
- Default Tray Preference
- Default Email Preference
- Visibility
* - Activity notifications
- ON
- ON / Daily
- All
* - New discussion posts
- OFF
- OFF
- All
* - New question qosts
- OFF
- OFF
- All
* - New posts from instructors
- ON
- ON
- All
* - Reported content
- ON
- ON / Daily
- Forum moderators
* - Course updates
- ON
- OFF
- All
* - Essay assignment grade received
- ON
- ON / Daily
- All
* - New ORA submission for staff grading
- ON
- OFF
- Course staff, Course admin

.. _Notifications Grouping:

Notifications Grouping
######################

High-volume notifications, such as new discussion posts or new ORA submissions, can clutter the notification tray. This clutter reduces the visibility of other important notifications, making it challenging for users to stay informed effectively. As a result, crucial but potentially high-volume notifications need to be turned off by default to avoid overwhelming users. The notification grouping feature mitigates this issue by combining similar notifications into a single, unified notification, based on their context. Currently, grouping is supported for two notification types:

- New discussion posts: Notifications are grouped by the specific course.
- New ORA submissions: Notifications are grouped by the ORA assignment ID.

.. image:: /_images/educator_concepts/Notificaitons_grouping_ORA_screenshot.png
:width: 400
:align: center
:alt: Screenshot of grouped and ungrouped ORA submission received notification.

.. _Notifications Expiry:

Notifications Expiry
######################

Everyday, notifications older than 60 days are deleted from the database to keep the storage in control. Developers can change this duration from the django settings page.
+--------------+-------------------------------+----------------+--------------------------------+
| Review Date | Working Group Reviewer | Release | Test situation |
+--------------+-------------------------------+----------------+--------------------------------+
| Dec 15, 2025 | Aamir Ayub | Ulmo | |
+--------------+-------------------------------+----------------+--------------------------------+
73 changes: 59 additions & 14 deletions source/learners/sfd_discussions/discussions_notifications.rst
Original file line number Diff line number Diff line change
Expand Up @@ -14,27 +14,72 @@ Discussion notifications keep you informed when others interact with your posts
There are four notification preferences for Discussions:

1. **Activity notifications**: Notifies you of all activity related to posts or responses you've authored or are following.
2. **New question posts**: Notifies you when someone creates a new question type post in your course.
2. **New posts from instructors**: Notifies you when an instructor creates a post.
3. **New discussion posts**: Notifies you when someone creates a new discussion type post.
4. **New posts from instructors**: Notifies you when an instructor or staff member creates a post.

The table in the image below shows which activity types trigger notifications. Several activity types are grouped
into a single preference to avoid clutter in preferences.

.. figure:: /_images/learners/Discussions_notification_activity.png
:alt: Table listing discussion activity types, their preference names, recipients and defaults
:width: 800
:align: center

Table listing discussion activity types, their preference names, recipients and defaults.
4. **New question posts**: Notifies you when someone creates a new question type post.

Table below shows which activity types trigger notifications. Several activity types are
grouped into a single preference to avoid clutter in preferences.


.. flat-table:: Table listing discussion notification types, including activity and preference name, audience and defaults.
:header-rows: 1

* - #
- Activity
- Recipients
- Preference Name
- Tray Default
- Email Default
* - 1
- New response on your post
- Post author
- :rspan:`6` Activity Notifications
- :rspan:`6` ON
- :rspan:`6` Daily
* - 2
- New comment on your post
- Post author
* - 3
- New comment on your response
- Response author
* - 4
- New response on a post you follow
- Post follower
* - 5
- New comment on a post you follow
- Post follower
* - 6
- Response on your post is endorsed
- Post author
* - 7
- Your response is endorsed
- Response author
* - 8
- A new discussion-type post
- Anyone
- New discussion posts
- OFF
- OFF
* - 9
- A new question-type post
- Anyone
- New question posts
- OFF
- OFF
* - 10
- A new post from the course instructor
- Anyone
- New posts from instructors
- ON
- Daily


.. note:: Learn more about notifications in :ref:`Notifications & Preferences`.


.. seealso::


:ref:`Getting started with Discussions`

:ref:`Finding and Following the Right Conversations`
Expand All @@ -47,5 +92,5 @@ into a single preference to avoid clutter in preferences.
+--------------+-------------------------------+----------------+--------------------------------+
| Review Date | Working Group Reviewer | Release | Test situation |
+--------------+-------------------------------+----------------+--------------------------------+
| 3rd Dec, 2025| Aamir Ayub | Ulmo | Pass |
| Dec 11, 2025 | Aamir Ayub | Ulmo | |
+--------------+-------------------------------+----------------+--------------------------------+
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