Bulk Assigning Notification Templates

From the Manage Notification Templates task, you can review all compliance programs and requirements assigned to a notification template, and bulk assign notifications to multiple compliance programs and requirements. This is the quickest way to assign notifications to multiple records at once.

To bulk assign notification templates to programs or requirements:

  1. From the Process Navigator, select Compliance Program Manager/Manage Notification Templates.
  2. If needed, use the Filter console to locate the notification templates you want to assign. See Using the Filter Console to Locate Notifications.
  3. Select the check boxes for the notifications you want to assign.
  4. Click Assign Selected To and then select Compliance Programs or Compliance Requirements from the list.

    A form showing compliance programs or requirements appears depending on your selections.

  5. If needed, use the Filter console to locate the compliance programs or requirements you want to assign.
  6. Select the check boxes for the compliance programs or requirements to be assigned to the templates selected in the first tab.
  7. Click Assign Selected.

    A message informs you that the assignments have been made.

  8. To assign the templates selected in the first tab to more programs or requirements, repeat from Step 5 . When finished, click the Close button to return to the list of templates in the first tab.