Nudges can only be sent to users that have logins. When you have been sent a Nudge you will receive a notification within Panacea; depending on your Notifications settings you can also receive an email when you have a new notification.


To opt out of email prompts, go to your notification settings by clicking on the bell icon at the top right-hand side of your screen. Click view more > settings to adjust your notifications.


When responding to a Nudge you can say "Yes" or "No", add a note with extra detail if required and attach documents that are viewable to both parties.  


When clicking on a Nudge incoming from Notifications, depending on where the Nudge was sent from, you will be redirected to the Nudge screen or, if relevant , to a particular Requirement from which the Nudge was sent.


For Project Managers:


Nudge allows Project Managers the ability to contact clients and suppliers directly within Panacea Software. 


Send a Nudge to a Client:

  • When you are in the job bag you can send a Nudge to a client by clicking +Nudge from the top bar.
  • You will be notified when the client has responded/approved/rejected your Nudge.


Send a Nudge to a Supplier:

  • Within the job bag, head to the Costs tab. 
  • Next to the costs, you can select Nudge and type in your question/comment to the supplier. It will display the organisation the Nudge is being sent to (the chosen supplier) and the specific contact in that organisation who will receive the Nudge. 
  • You will be notified when the supplier has responded/approved/rejected your Nudge.


Client Estimate approval:

  • Within the cost tab in the job bag, click the Client Estimate button. 
  • Fill in the relevant details, and select Create and Nudge and then Add Nudge to send the estimate to the client.
  • The Client will then confirm the estimate by clicking 'Yes' to the Nudge. 
  • Now that you have received confirmation from the client, go to the Documents tab, select the Client Estimate Approval folder, press Pin Nudge and select the relevant Nudge. This will then create a link to the Nudge confirming the estimate.


To view your Nudges correspondence:

  • Within the job bag, all correspondence relating to the specific job done via Nudge will be shown within the Nudges tab.
  • To view all your out-standing Nudges, please click Nudge > View.
  • To send a nudge to any PM, Client, or supplier please click +Create.


For Clients:


Sending the PM a question regarding a job:

  • Client Interface > Ordering > In Progress, and select the relevant job.
  • On the top bar above the job, click the button labelled Nudge. 
  • Select the Project Manager (under Recipient). Within the Nudge Question field, please type in your query and then click +Nudge. The PM will then be notified that you have asked a question.


To view your Nudges correspondence:

  • To view all your out-standing Nudges, please click Nudge > View.
  • To send a nudge to a PM, click +Create.


For Suppliers:


Asking the PM a question about a specific job:

  • From your Live Orders screen, click into the specific job and press +Nudge from the top bar.
  • Type in your query and then press +Add Nudge - the PM will then be notified automatically.


Asking the PM a question about a quote request:

  • From your Quote Requests screen, click into the specific request and press +Nudge from the top bar.
  • Type in your query and then press +Add Nudge - the PM will then be notified of your query.


Asking the PM a question about the delivery of a job

  • From your Delivery Confirmation screen, click into the specific job and press +Nudge from the top bar.
  • Type in your query and then press +Add Nudge - the PM will then be notified of your query.


Asking the PM a question about an invoice

  • From your Supplier Interface > Submit Invoices screen, click on the button labelled Submit an invoice. 
  • Click into the specific job and then click on the button labelled Nudge.
  • Type in your query and then press +Add Nudge - the PM will then be notified of your query.


To view your Nudges correspondence:

  • To view all your out-standing Nudges, please click Nudge > View.


If you respond to a Nudge from your View > Nudges screen, this will remove the notification from your Bell icon.


In the View > Nudges screen you have the option to filter your nudge view to suit your preference. Click Save Filters to make this your default view.