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.

Figure 1.1

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:

Figure 1.2

Field	Type	Description	Mandatory/Optional

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

Snippet	Email Type	Description
Compliance Code	Compliance Review Action	Code of the relevant Compliance
Compliance Title	Compliance Review Action	Title of the relevant Compliance
Compliance Responsible Person	Compliance Review Action	Name of the staff selected as compliance responsible person
Compliance Type	Compliance Review Action	Type that the relevant compliance belongs to
Compliance Categories	Compliance Review Action	Category that the relevant compliance belongs to
Compliance Status	Compliance Review Action	Current Status of the Compliance
Compliance Reported Date	Compliance Review Action	Date on which the Compliance requirement was reported
Compliance Description	Compliance	Detailed elaboration of the relevant Compliance
Compliance Reported By	Compliance Review Action	Name of the staff selected as the reporter
Last Reviewed By	Review	Name of the staff selected as ‘Reviewed by’ individual
Last Reviewed Date	Review	The last date on which the Compliance was reviewed
Next Review Date	Review	The next date on which the Compliance will be reviewed
Review Comment	Review	Comments on Review
Action Title	Action	Title of the relevant action
Action Responsible Officer	Action	Name of the staff selected as action responsible officer
Action Start Date	Action	Start date of the Action
Action Actual Completion Date	Action	Actual completion date of the Action
Action Description	Action	Detailed elaboration of the relevant Action
Reporting Officer of Compliance Responsible Person	Compliance	Reporting officer of the staff selected as compliance responsible officer
Reporting Officer of Compliance Action Responsible Person	Action	Reporting officer of the staff selected as action responsible officer

Note: These snippets do not work on Consolidated Emails.

Snippets that Work on Consolidated Emails:


Compliance Requirement List	Compliance	List of Compliance requirements
Compliance Review List	Review	List of Compliance reviews
Compliance Action List	Action	List of Compliance Actions

View other articles under this section:

<< Back to main section
Compliance Settings

Table of Contents