System E-mails & E-mail Notifications

Content

PolicyManager™
Step-by-step Guide:
System E-mails & E-mail Notifications

 

A step-by-step guide to managing e-mails that are generated from the system, including the frequency and to whom they are sent.

 

 

System E-mails

System E-mails are located under the Preference Settings in the Set-up Tool. The System Admin can turn these e-mails on and off by selecting the checkboxes beside them and clicking the save button. Each System Admin can customize which e-mails they would like their users to receive. There is a description beside each system e-mail and what it entails.

E-mail Notifications

E-mail Notifications are located under the Preference Settings in the Set-up Tool. E-mail Notifications concentrate on three unique areas:

1. Attestations

2. Review Notifications

3. Project Tasks

Attestations

Attestation notices will be sent to users that have a username and password. If they have been selected to attest they will receive an e-mail notification if this feature is enabled. You can select how often they receive the e-mail by selecting the number of days. The users will continue to receive the e-mail notification as a reminder until they complete the attestation.

Review Notifications

Review notices will be sent to users that are assigned to documents as (Owner, Manager, Author, Review, Approver, Publisher). Users will receive an e-mail if this feature is enabled. These notices will alert users when the documents are due for review. You can select which role types (Owner, Manager, Author, Review, Approver, Publisher) will receive the e-mail notification and when the first e-mail should be triggered. In addition, you can also set up when reminder e-mails should be sent to these users until the document has been reviewed.

Project Task

Project Task notifications will be sent to users to alert them when a task is overdue. Users will receive an e-mail if this feature is enabled. You can select which role types (Owner, Manager, Author, Review, Approver, Publisher) will receive the e-mail and how often they receive the e-mail by selecting the number of days.