Sustainability & Risk / Compliance / Getting Started

Getting Started: Using Notification Templates

To automate email communication to stakeholders when an event reaches a critical date or status, you can define notification templates and assign them to compliance programs, requirements, contracts, contract terms, or events. Using notification templates is optional, but enhances your ability to identify events that are putting you at risk for noncompliance, and to communicate this information to the appropriate stakeholders.

Role/Tasks Task Description Learn More / How To
Business Process Owner    

Define Notification Categories

Optionally, define notification categories to organize your notification templates.

Getting Started with Notification Templates

Defining Notification Templates

Define Notification Messages

Define the subject lines and body text for the notification email messages.

Define Notification Templates

Define the message, recipients, and triggering conditions for the notification to be sent.
Compliance Program Manager    
Manage Compliance Programs (Notification Templates tab)
Manage Compliance Requirements (Notification Templates tab)

Adding New Notification Templates

Viewing the Universal Templates

Assigning or Unassigning Existing Notifications for a Compliance Program or Requirement

 

Assigning Notification Templates for Compliance: Overview

Adding or Editing Notification Templates

Assigning or Unassigning Existing Notifications

Manage Notification Templates

Add new notification templates

Review all compliance programs and requirements assigned to a template

Assign or Unassign Notification Templates to multiple Compliance Programs or Requirements

Managing Notification Templates

Bulk Assigning Notification Templates

Manage All Compliance Events (Notifications tab)

 
Add or remove notifications for any event Adding and Removing Notifications for Events

Manage Compliance Event Notifications

Associate existing notifications with active events (that is, events that are Scheduled, In Progress, In Process - on Hold.)

View template and event details.

Operational Reports    

Compliance Notification Templates

Review details for all notification templates and their assignments from one view.

Operational Reports - Overview

Compliance Event Notifications

Review all events that have a notification associated with them in a central location, and review details for a selected notification and event.

For example, you can review the Date Sent for a notification, the Dates Completed for an event, and the triggering conditions for the notification template.