Sustainability & Risk / Compliance / Compliance Program Manager
Sustainability & Risk/ Contract Management / Contract Manager
Viewing Universal Notification Templates
If your organization determines that certain notifications are needed for all events, the business process owner can define these universal templates. Universal templates are specific notifications that are always sent to selected people for all events if the triggering conditions are met. The universal templates the business process owner defines are inherited by all new programs and their requirements.
For example, a universal notification template could be created to always enforce that the Compliance Manager receives a notification when an event is past its required date by a week or more and is not completed. You will often set up multiple universal templates to send notifications at critical event statuses or dates, such as when an event is missed or overdue.
Universal templates do not have a Compliance Program Code or Requirement Code associated with them; to act as a universal template, the template cannot be associated with a specific program or requirement. For this reason, universal templates are not available to Compliance Program Managers when they manage notifications. Compliance Program Managers can, however, view the universal templates so that they understand the notifications that are being sent, and can determine if they need to create or assign additional notifications.
To view universal templates
- Access one of the following tasks and select the Notification Templates tab:
- Compliance Program Manager / Manage Compliance Program
- Compliance Program Manager / Manage Compliance Requirements
- Compliance Program Manager / Manage Notification Templates
- Contract Manager / Manage Contracts
- Contract Manager / Manage Contract Terms
- Click View Universal Templates.
The View Universal Templates pop-up window shows all universal templates defined for your programs and requirements,
- Click View in the row for a template.
The bottom pane, shows details for that universal template, such as triggering conditions, subject line, and Notification Body ID.