Alerts Register
This article contains: |
1. Overview |
Alerts will let an administrator configure alert notifications to inform relevant users on compliance obligation and authority document changes mandated.
The Alerts register is available to maintain alerts received by the LexisNexis integration on the compliance feed.
Note: This is only applicable for users with the integration with LexisNexis, for compliances to be fed into the Camms.Risk Compliance system.
Access the Alerts Register by clicking on your profile name, and select Alerts from the menu.
The below fields will be available:
Fields | Description |
|---|---|
Subject | The subject of the alert. |
Name | Name of the alert. |
Date | Date on which it was received. |
Type | Alert type for categorisation purposes only. |
Linked Compliance | The compliance record(s) in the system the alert relates to. |
Linked Authority Document | The authority document(s) in the system the alert relates to. |
2. Adding a New Alert |
An administrator can create an alert and link it to an existing obligation or an authority document available in the system. An alert can be set up to be sent out by clicking on the Add New button at the top-right corner of the page.
The below fields will be available:
Fields | Description |
|---|---|
Subject | The subject of the alert. |
Name | Name of the alert. |
Body | The content of the alert. |
Date | Date on which it was received. |
Type | Alert type for categorisation purposes only. Note: Primarily there are two types if integrated with the LexisNexis service: FYA and FYI. |
Linked Compliance | The compliance record(s) in the system the alert relates to. |
Linked Authority Document | The authority document(s) in the system the alert relates to. |
Attach Document | Attach any documents to be sent through the alert. |
Email Notification | Define the email notification tied in with the alert, to determine the recipients and other criteria. |
Status | The status of the alert. |
The Draft button enables an administrator to save the alert as a draft document. The alert will not be functional when in a draft state.
After configuring the alert, you can submit the alert via the Send Alert button at the bottom of the page.
Note: The visibility of the Alerts section in your system will be governed by the permissions assigned to you under User Roles.
2.1 Configuring an email notification for submitted alerts
To configure an email notification for a submitted alert, create a notification under Menu > Obligation Settings > Notification Settings, as below.
STEP 1: Click the New button at the top-right corner of the page.
STEP 2: Fill in the relevant details in the notification (as detailed in the Notifications Settings page), including the below settings:
Notification Type – EntityAlert
Trigger Criteria – Alert Submitted
Once the notification is configured, the name of the notification will be shown in the ‘Email Notification' field as below. This can further be selected from the dropdown.