Activ helps you to manage your agreement audit process through automatic alerts, notices and reminders that are managed in My Details – Notifications.
Your Regular Notifications e-mail includes six items relating to Agreements Manager:
- Agreements Manager – All Agreement End Dates: Notify me of all Agreements that are approaching their end date
- Agreements Manager – All Obligation End Dates: Notify me of all Agreements for which the obligations end date is approaching
- Agreements Manager – My Agreement End Dates: Remind me of Agreements for which I am the Owner that are approaching their end date
- Agreements Manager – My Audit Sign Offs: Remind me of Audits assigned to me for sign-off that are approaching their due date
- Agreements Manager – My Evaluations: Remind me of Requirements assigned to me for compliance evaluation that are approaching their due date
- Agreements Manager – My Obligation End Dates: Notify me of all Agreements for which I am the Owner where the obligations end date is approaching
In Immediate Alerts there are five options:
- Agreements Manager – E-mail me when a Requirement is assigned to me for compliance evaluation
- Agreements Manager – E-mail me when an Agreement is assigned to me as Owner
- Agreements Manager – E-mail me when an Audit is assigned to me for sign-off
- Agreements Manager – E-mail me when any Agreement for which I am the Owner has an Audit signed off
- Agreements Manager – E-mail me when any Agreement is modified
In Escalation Report there are three options:
- Agreements Manager: Audits – Notify me when Audits are overdue
- Agreements Manager: Evaluations – Notify me when evaluations of compliance against Requirements are overdue
See Notifications – Automated Alerts, Notices and Reminders and Escalation Report for full guidance on this feature.
