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In Ideagen Healthcare Guardian, a trigger is an automated rule or condition that initiates a specific action within the system when certain criteria are met. Triggers are a powerful tool for automating workflows, ensuring timely communication, and maintaining data accuracy without requiring manual intervention.

Example: When an incident is submitted for investigation, it typically moves through several workflow stages. Suppose you need to notify key individuals as soon as the incident progresses from the Approval stage to the next phase. In this case, you can configure a trigger to automatically send email notifications to the relevant people—ensuring timely awareness and action without manual follow-up.

Common uses of triggers

• Notifications: Automatically send emails or alerts when a record is created, updated, or reaches a specific status (e.g. notifying a policy owner when a document is about to expire).
• Permissions: Grant or revoke editing rights based on changes in data or workflow stages.
  Workflow Automation: Initiate follow-up tasks, escalate issues, or update fields when predefined conditions are met.
• Date-Based Actions: Trigger reminders or actions based on due dates, review cycles, or expiry dates.
  Types of Triggers:
• On Change Triggers: Fire when a specific field or value is modified.
• Scheduled Triggers: Run at set intervals or on specific dates.
• Conditional Triggers: Activate only when certain logic or criteria are satisfied (e.g. if a risk score exceeds a threshold).

Benefits of triggers

• Efficiency: Reduce manual admin work by automating repetitive tasks.
• Consistency: Ensure processes are followed the same way every time.
• Timeliness: Keep users informed and accountable with real-time alerts.
• Accuracy: Minimise human error by automating updates and permissions.

Ready to update triggers? Visit Updating a trigger for details on how to configure a trigger.