Sustainability & Risk / Compliance / Compliance Program Manager

Adding and Removing Notifications for Events

Note: You can generate events for both contract terms and compliance program requirements. The information in this topic applies to events for both contract terms and requirements. The below tasks present events for both contract terms and requirements.

When working with events, you can select a notification and add it for an event, and can view notifications already assigned to the event. You can remove the notification from the event if it is no longer needed.

If you need to modify a notification template or view the universal templates, see Adding New Notification Templates.

Adding and Removing Notifications for Events

To add notifications for an event.

  1. Access one of the following tasks:

    TaskTask DescriptionSteps
    Manage All Compliance EventsAssociate notification templates with any event. View template details.
    1. Select Manage All Compliance Events.
    2. If needed, use the Filter console to locate the event.
    3. In the Select Compliance Event to Manage pane, click Select in the row for the event.

      The Define Event tab becomes active.

    4. Click the Notifications tab.
    5. Click Add New in the top pane.

      The Manage Compliance Notification form appears.

     

    Manage Missed or Overdue Events Associate notifications with a missed or overdue event
    1. Select Manage Missed or Overdue Events.
    2. If needed, use the Filter console to locate the event.
    3. In the Select Compliance Event to Manage pane, click Select in the row for the event.

      The Define Event tab becomes active.

    4. Click the Notifications tab.
    5. Click Add New in the top pane.

      The Manage Compliance Notification form appears.

     

    Manage Non-Recurring EventsAssociate notifications with events that do not follow a regular or predictable schedule. View template details.
    1. Select Manage Non-Recurring Events.
    2. If needed, use the Filter console to locate the event.
    3. In the Select Compliance Event to Manage pane, click Select in the row for the event.

      The Define Event tab becomes active.

    4. Click the Notifications tab.
    5. Click Add New in the top pane.

      The Manage Compliance Notification form appears.

     

    Manage Compliance Event Notification

    Modify notifications for Active events (that is, events that are Scheduled, In Progress, In Process - on Hold.) View template and event details.

    1. Select Manage Compliance Event Notifications.
    2. If needed, use the Filter console to locate the event/notification.
    3. In the Select Compliance Notifications pane, click Edit in the row for the event/notification.

      The Edit Notification tab becomes active.

  2. To add a notification:

    1. Click Add New

    2. Select the Notification Template using the Notification Template Code list. This list includes all templates that have been defined except those that are serving as universal templates.

    3. Click Save.

  3. To modify a notification:

    1. Enable or disable notification using the Notification Active? field.

    2. Change the Notification Template using the Notification Template Code list. This list includes all templates that have been defined except those that are serving as universal templates.

    3. Click Save.

  4. To remove the notification, click Delete.

    The notification is removed from the list in the top pane, and is no longer associated with this event.

  5. To view details for the notification template:
    1. Click Edit in the row for the notification in the top pane.
    2. In the bottom pane, click the View Notify Template tab.

      The template details are shown in a read-only format.

  6. From the Manage Compliance Event Notification task, you can view event details. To view event details:
    1. Click Edit in the row for the notification in the top pane.
    2. In the bottom pane, select the View Event tab.

      The event details are shown in read-only format.