Open topic with navigation

Environmental & Risk Management / Compliance Management / Compliance Program Manager

Assigning or Unassigning Existing Notifications for a Compliance Program or Requirement

Your Business Process Owner for Compliance might have defined templates that are not designated as universal templates, but that are available for assignment to compliance programs and requirements, as the Compliance Program Manager sees fit. These templates are useful for situations that frequently occur. If they are appropriate for the program or requirement that you are working with, using them can save you the time of creating a new template.

Additionally, you might have created a notification template for one compliance program or requirement that is applicable to another one that you are working on.

In these cases, you would assign these existing templates to the compliance program or requirement.

To assign or unassign existing templates to a compliance program or requirement:

  1. Select one of the following Process Navigator tasks:

    Process Navigator TaskSteps
    Manage Compliance Programs
    1. Select the task.
    2. If needed, use the Filter console to locate the program you want to add notification templates for.
    3. Click Select in the row for the compliance program.

      The Define Compliance Program tab becomes active.

    4. Select the Notification Templates tab.
    Manage Compliance Requirements
    1. Select the task.
    2. If needed, use the Filter console to locate the requirement you want to add notification templates for.
    3. Click Select in the row for the requirement.

      The Define Requirement tab becomes active.

    4. Select the Notification Templates tab.

    The top pane of the Notification Templates tab shows the notification templates that are available for assignment. If the template has Yes in the Assigned? column, it is currently assigned to the program or requirement.

  2. Select the check boxes for the templates you want to assign to the selected compliance program or requirement.
  3. Clear the selection from check boxes for notifications that you want to unassign from the selected compliance program or requirement.
  4. Click Save Assignment Changes.

    The value in the Assigned? column updates to reflect your changes.