Configure Auto Notification for Faculty Compliance

Compliance auto email notifications ensure faculty are informed whenever their compliance documents are in a status other than Approved, including Not Approved, In Progress, Expiring, Expired, or Get Started.

Steps to Configure Auto Notifications

1. Under the Setup tab, select Auto Notification.
   

2. Click Add Notification to create a new auto-notification.
   

3. In the drawer that opens on the right, enter a title for the notification.
   Optionally, add a description to explain its purpose.
   
   

4. Choose the notification frequency and select the start date and end date for the notification period.
   You can choose options such as Weekly, Monthly, or customize the schedule, including a specific day of the week (for example, every Tuesday).

5. Click Next to proceed.
   

6. In the next drawer, select the requirements for which faculty members should receive notifications.

   • View requirement category, status (Enabled/Disabled), and whether it is mandatory or optional.

   • Disabled requirements appear greyed out and will not receive notifications.

   • The Associated Faculties column shows the number of faculty linked to each requirement. Hover over the info (i) icon to see how many compliance groups are associated.
     

7. Select the required items (for example, only mandatory requirements), then click Next.
   

8. Review the notification summary, including start and end dates, frequency, and the day notifications will be sent.

9. Click Create Notification to complete the setup.
   

After creation, return to the Auto Notification tab to edit, disable, or delete the notification as needed.