Environmental & Risk Management / Compliance Management / Compliance Program Manager

Viewing Universal Notification Templates

If your organization determines that certain notifications are needed for all events, the business process owner can define these universal templates. Universal templates are specific notifications that are always sent to selected people for all events if the triggering conditions are met. The universal templates the business process owner defines are inherited by all new programs and their requirements.

For example, a universal notification template could be created to always enforce that the Compliance Manager receives a notification when an event is past its required date by a week or more and is not completed. You will often set up multiple universal templates to send notifications at critical event statuses or dates, such as when an event is missed or overdue.

Universal templates do not have a Compliance Program Code or Requirement Code associated with them; to act as a universal template, the template cannot be associated with a specific program or requirement. For this reason, universal templates are not available to Compliance Program Managers when they manage notifications. Compliance Program Managers can, however, view the universal templates so that they understand the notifications that are being sent, and can determine if they need to create or assign additional notifications.

To view universal templates

  1. From the Process Navigator for the Compliance Program Manager, access one of the following tasks:
  2. Click View Universal Templates.

    The View Universal Templates popup window shows all universal templates defined for your programs and requirements,

  3. Click View in the row for a template.

    The bottom pane, shows details for that universal template, such as triggering conditions, subject line, and Notification Body ID.