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.
To add notifications for an event.
Task | Task Description | Steps |
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Manage All Compliance Events | Associate notification templates with any event. View template details. |
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Manage Missed or Overdue Events | Associate notifications with a missed or overdue event |
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Manage Non-Recurring Events | Associate notifications with events that do not follow a regular or predictable schedule. View template details. |
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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. |
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Click Add New
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.
Click Save.
Enable or disable notification using the Notification Active? field.
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.
Click Save.
The notification is removed from the list in the top pane, and is no longer associated with this event.
The template details are shown in a read-only format.
The event details are shown in read-only format.
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