Application Basics: System Notifications

Any time actions are required or there is an update worth bringing to your attention, RLDatix Policy Management will generate a notification. 

Notifications are sent in three ways to ensure that important messages aren't missed by users. Some of these are within the application while emails are sent out automatically by the system.

Automatic Notification Emails

Users who have an email address associated with their account will receive an email notifying them of actions required within their Policy Management site. Emails are sent immediately or at set intervals (typically weekly/monthly). 

While each email contains slightly different information based on the reason for the notification, each one will include a direct link to the document in question.

For examples of the emails you may receive, view this PDF.

The Home Page

The Home page features reports of policies requiring action including Acknowledgments, policies pending your approval, and documents in need of review.

The Notifications Page

The Notifications page is accessible to any user by clicking their name on the right side of the top navigation and selecting Notifications. The menu item in the dropdown will display the number of unviewed notifications.

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Watch the video to see Policy Management notifications in action.

Who Receives Notifications in Policy Management?

For information on who receives which email notifications and when the emails are sent, access the list in the Support Portal.

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Now that you have an idea of how to navigate documents and how the system will alert you when action is required, we'll look at some of the responsibilities that can be assigned to any user.

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