Sustainability & Risk / Compliance / Compliance Program Manager
Sustainability & Risk / Compliance / Contract Manager

Assigning Existing Notifications to a Compliance Program, Requirement, Contract, or Contract Term

Your Business Process Owner for Compliance might have defined templates that are not designated as universal templates, but that are available for assignment to compliance programs, contracts, contract terms, and requirements, as the Compliance Program Manager sees fit. These templates are useful for situations that frequently occur. Using them can save you the time of creating a new template.

Additionally, you might have created a notification template for one compliance program, contract, contract term, or requirement that is applicable to another one that you are working on.

In these cases, you would assign these existing templates to the related item.

Note: You can develop notifications for compliance programs, requirements, contracts, or contract terms. The information in this topic applies to locations for all of these items.

To assign or unassign existing templates t:

  1. Select one of the following tasks:

    TaskSteps

    Manage Compliance Programs

    Manage Contracts

    1. Select the task.
    2. If needed, use the Filter console to locate the program or contract you want to add notification templates for.
    3. Click Select in the row for the compliance program.

      The Define Compliance Program tab becomes active.

    4. Select the Notification Templates tab.

    Manage Compliance Requirements

    Manage Contract Terms

    1. Select the task.
    2. If needed, use the Filter console to locate the requirement or contract term you want to add notification templates for.
    3. Click Select in the row for the requirement.

      The Define Requirement tab becomes active.

    4. Select the Notification Templates tab.

    The top pane of the Notification Templates tab shows the notification templates that are available for assignment. If the template has Yes in the Assigned? column, it is currently assigned to the program or requirement.

  2. Select the check boxes for the templates you want to assign to the selected item.
  3. Clear the selection from check boxes for notifications that you want to unassign from the selected item.
  4. Click Save Assignment Changes.

    The value in the Assigned? column updates to reflect your changes.