Compliance Settings – Notification Templates Settings
his settings page will let you setup and configure various notification templates for compliance register types, to be available when triggering notifications. Select the notification name, type, description, notification method, and subject and body (for email notifications). You can specify under which conditions these templates are to be used in the Notifications page of this Settings area.
To create a new notification template:
STEP 1: Select the Register via the ‘Register Type’ dropdown.
STEP 2: Click the New button at the top-right corner of the page.
STEP 3: Enter relevant fields. The following fields will be available:
Field | Type | Description | Mandatory/Optional |
|---|---|---|---|
Name | Text | Define a name for the template. Name should be unique. | Mandatory |
Notification Type | Dropdown | A dropdown including types; Compliance, Review, Action, Custom. Selecting a type will determine the snippets and trigger criteria of the e-mail.
| Mandatory |
Description | Text | A textbox to include a brief description of the e-mail template. | Optional |
Notification Method | Checkbox | Select the method of the notification to be sent. | Mandatory |
Subject | Text | E-mail subject. This will be visible in the e-mail in the 'subject' field. | Mandatory |
Email Body | Text | Text area to include the e-mail body. Few common formatting functionality will be included here such as bold, italic, underline, strike through text; align text to right, left, centre, justify, remove alignment; Font size, spell check and snippet. | Mandatory |
STEP 4: Click Save.
E-mail snippets are available to be included in the e-mail body. The snippets are categorised by the e-mail type, therefore, only the snippets that belong to the type selected will be visible in the list. Snippets could be added via the ‘Variable’ dropdown in the header row of the Email body.
All snippets are described below.
Snippet | Email Type | Description |
|---|---|---|
Compliance Code |
| Code of the relevant Compliance |
Compliance Title |
| Title of the relevant Compliance |
Compliance Responsible Person |
| Name of the staff selected as compliance responsible person |
Compliance Type |
| Type that the relevant compliance belongs to |
Compliance Categories |
| Category that the relevant compliance belongs to |
Compliance Status |
| Current Status of the Compliance |
Compliance Reported Date |
| Date on which the Compliance requirement was reported |
Compliance Description |
| Detailed elaboration of the relevant Compliance |
Compliance Reported By |
| Name of the staff selected as the reporter |
Compliance Requirement List |
| A list of Compliance requirements |
Last Reviewed By |
| Name of the staff selected as ‘Reviewed by’ individual |
Last Reviewed Date |
| The last date on which the Compliance was reviewed |
Next Review Date |
| The next date on which the Compliance will be reviewed |
Review Comment |
| Comments on Review |
Compliance Review List |
| List of Compliance reviews |
Action Title |
| Title of the relevant action |
Action Responsible Officer |
| Name of the staff selected as action responsible officer |
Action Start Date |
| Start date of the Action |
Action Actual Completion Date |
| Actual completion date of the Action |
Action Description |
| Detailed elaboration of the relevant Action |
Compliance Action List |
| List of Compliance Actions |
Reporting Officer of Compliance Responsible Person |
| Reporting officer of the staff selected as compliance responsible officer |
Reporting Officer of Compliance Action Responsible Person |
| Reporting officer of the staff selected as action responsible officer |
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