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Environmental & Risk Management / Compliance Management / Compliance Program Manager

Bulk Assigning Notification Templates to Programs and Requirements

From the Compliance Program Manager / Manage Notification Templates task, you can review all compliance programs and requirements assigned to a notification template, and bulk assign notifications to multiple compliance programs and requirements. This is the quickest way to assign notifications to multiple records at once.

To bulk assign notification templates to programs or requirements:

1. From the Process Navigator, select Compliance Program Manager / Manage Notification Templates.
2. If needed, use the Filter console to locate the notification templates you want to assign. See Using the Filter Console to Locate Notifications.
3. Select the check boxes for the notifications you want to assign.
4. Click Assign Selected To and then select compliance programs, contracts, contract terms, or requirements from the list.
5. If needed, use the Filter console to locate the compliance programs, contracts, contract terms, or requirements you want to assign.
6. Select the check boxes for the compliance programs, contracts, contract terms, or requirements to be assigned to the templates selected in the first tab.
7. Click Assign Selected.

   A message informs you that the assignments have been made.

8. To assign the templates selected in the first tab to more programs, contracts, contract terms, or requirements, repeat from Step 5 . When finished, click the Close button to return to the list of templates in the first tab.

Note: You cannot use the Compliance Program Manager / Manage Notification Templates task to manage notifications for contracts and contract terms.