Getting Started: Using Notification Templates
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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 | Description | Help Topics |
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| Business Process Owner | ||
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Optionally, define notification categories to organize your notification templates. | |
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Define the subject lines and body text for the notification email messages. | |
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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 |
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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 |
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Add or remove notifications for any event | Adding and Removing Notifications for Events |
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Associate existing notifications with active events (that is, events that are Scheduled, In Progress, In Process - on Hold.) View template and event details. |
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| Operational Reports | ||
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Review details for all notification templates and their assignments from one view. |
Operational Reports - Overview |
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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. |
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