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Environmental & Risk Management / Compliance Management / Compliance Program Manager

Managing Event Notification for Contract Terms and Requirements

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.

Notifications to stakeholders can be a critical feature for managing your compliance efforts. The Manage Compliance Event Notification task enables you to manage notifications for any event.

From the Manage Compliance Event Notification task, you can:

• Edit notifications for events that are active (that is, the Event Status is Scheduled, In Progress, In Process - On Hold, Canceled, or Stopped).
• View details for scheduled events and their associated notifications for events that are not active (that is, they are Completed, Completed - Verified, or Closed).

Using the Filter Console for Compliance Event Notifications

The Filter console includes multiple restriction criteria to facilitate locating the notifications you want to manage. You select criteria and click Show; the Select Compliance Notifications pane shows only the notifications matching the criteria you enter.

When using the Filter console for Compliance Event Notification, note the following:

• Recipient Email and Event Titles: When you enter these criteria, the restriction looks for Recipient Email addresses and Event Titles that have your entry anywhere in their value.
• Responsible Person: The restriction looks for events that have the Responsible Person entered for them.
• Date Scheduled From: The restriction shows events that have a Date Scheduled Start that is after the Date Scheduled From you enter.

After applying a filter, you might want to hide the Filter console so you can better examine the event records. To hide the filter, click the dotted section of the splitter. See Working with a View's Panels.

Editing Notifications for Active Events, and Viewing Event and Template Details

To add notification for active events:

1. Select Compliance Program Manager / Manage Compliance Event Notification.

   The Select Compliance Notifications pane shows all event notifications.

2. If necessary, use the Filter console to locate the notifications that you want to manage. See Using the Filter Console for Compliance Event Notifications.
3. Click Edit in the row for the notification you want to manage.

   Note: If the notification has a View button only, this means that the event does not have an active status; that is, the Event Status is Completed, Completed and Verified, or Closed. For this reason, you cannot manage the event's notification.

   The Edit Notification tab becomes active.

4. To turn off the notification, select No from the Notification Active? field.
5. To change the notification:
   
   1. Select the template from the Notification Template Code list.
   2. Select Yes from the Notification Active? field.
6. Click Save.
7. To view event details, select the View Event tab. You can review the event details, and export the details to a Word doc if needed.
8. To view template details, select the View Notify Template tab. You can review template details, such as the recipients and the triggering conditions.

View Events and Notifications for Completed, Completed and Verified, or Closed Events

To view events and notifications for Completed, Completed and Verified, or Closed:

1. If necessary, use the Filter console to locate notifications for a Completed, Completed and Verified, or Closed events.
2. In the Select Compliance Notifications pane, click View in the row for the notification.

   The Edit Notification tab becomes active. The information is in read-only format, as these events are not active.

3. Click the View Event tab to review details for the event.
4. To view details for the notification template, click View Notify Template tab.