Environmental & Risk Management / Compliance Management / Compliance Program Manager

Managing Notification Templates

Use the Manage Notification Templates task when you need a consolidated view to manage all notification templates, rather then working with individual programs and requirements and their associated notifications. The Manage Notification Templates task provides the quickest way to review all compliance programs and requirements assigned to a template, and to bulk assign notifications to multiple compliance programs and requirements.

Note: You do not work with notification templates for contracts and contract terms from this task.

From the Compliance Program Manager / Manage Notification Templates task, you can:

View the universal notification templates if your Business Process Owner has defined them. Universal templates are sent for all events. For example, the Business Process Owner might create a universal notification template 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 can review these templates to determine if additional notifications are required for specific programs and events. See Viewing Universal Templates.
View the notifications currently assigned to the program or requirement. See Viewing the Compliance Programs or Requirements Assigned to a Notification.
Bulk assign notification templates to compliance programs, contracts, contract terms, and requirements. When you assign a notification template to a program, it is then associated with all requirements for the program. See Bulk Assigning Notification Templates to Compliance Programs
Add new notification templates for compliance programs and requirements. See Adding New Notification Templates for Programs and Requirements.
Use the Copy As New button to copy an existing template, so that you can modify it to create a new one. See Creating New Notification Templates Based on Existing Templates.
Remove notifications from a program or requirement. See Unassigning Notification Templates.

The following table describes what you can do from each of the tabs on the Manage Notification Templates task:

Tab	Description	How To
Select Notification Template	Select the notification template you want to work with. You can use the Filter console if needed to locate a specific template. Bulk assign the notification templates to programs or requirements View the universal templates. Export the notification templates showing in the grid to a DOCX file (by clicking DOCX) or to Excel (by clicking XLS).	Using the Filter Console to Select Notification Templates Viewing Universal Templates Bulk Assigning Notification Templates to Programs or Requirements
Define Notification Template	Define a new notification template if the available templates don't meet your needs.	Procedure: Defining Notification Templates.
Assigned Compliance Programs	View the compliance programs assigned to this notification, and unassign notifications that are no longer applicable.	Viewing All Compliance Programs or Requirements Assigned to a Notification Unassigning Notification Templates
Assigned Compliance Requirements	View the requirements assigned to this notification, and unassign notifications that are no longer applicable.

Using the Filter Console to Select Notification Templates

From the Select Notification Templates tab, you can enter filter criteria to locate specific notification templates, notification templates having a specific category or trigger lead sequence (Before, After, or None), Trigger Date Field (Date Scheduled Start, Date Scheduled End, or Date Completion Required), or recipient's email address.

You can make a partial entry in the Recipient's Email Address field; the application searches for email addresses that have your entry anywhere in the address.

After locating the notification template you want to work with, you can:

Bulk assign the notification to multiple programs or requirements. See Bulk Assigning Notification Templates to Compliance Programs and Requirements.
Export the list of notification to MS Word (by clicking DOCX), or to Excel (by clicking XLS.)

Viewing All Compliance Programs or Requirements Assigned to a Notification

To view all compliance programs or requirements assigned to a selected notification:

If needed, use the Filter console to locate the notification template.
Click Select in the row for the notification.
The Define Notification Template tab becomes active.
Click the Assigned Compliance Programs tab to view the list of programs assigned to this notification.
Click the Assigned Compliance Requirements tab to view the list of requirements assigned to this notification.
Note: When viewing the compliance requirements assigned to a selected notification. The list includes requirements directly assigned to this notification. It does not include the requirements for the programs assigned to this notification, although these requirements would also receive the notification.

Unassigning Notification Templates

After viewing the notification templates assigned to compliance programs and requirements, you can unassign notifications if they are no longer applicable.

If needed, use the Filter console to locate the notification template.
Click Select in the row for the notification.
The Define Notification Template tab becomes active.
To unassign a notification from a compliance program:
1. Click the Assigned Compliance Programs tab to view the list of programs assigned to this notification.
1. Click Unassign in the row for the notification you want to remove from the program.
To unassign a notification from a requirement:
1. Click the Assigned Compliance Requirements tab to view the list of requirements assigned to this notification.
1. Click Unassign in the row for the notification you want to remove from the requirement.