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Notifications
Topic
Notifications
Browse Compliance Monitor guides related to notifications.
01
Interpret dashboard compliance risk metrics
Use overdue, due-soon, renewal and notification counts as operational queues rather than static totals.
02
Use display references and certificate numbers
Use generated references to distinguish records, notifications and certificates across workspaces.
03
Review the notification and intimation engine
Monitor staged compliance notices, delivery state, opens, verification and generated PDF evidence.
04
Run the intimation engine manually
Process due notification stages from the administration area.
05
Understand staged compliance notifications
Interpret advance, due and overdue notice stages without sending duplicate messages.
06
Generate a notification PDF
Create the PDF evidence associated with a notification log.
07
Repair a missing notification PDF
Rebuild a notification PDF log when the message exists but its generated file is missing.
08
Resend a compliance notification email
Resend an existing notification using its retained log and linked record context.
09
Resend the latest notification for a record
Use the record-level action to resend only the latest applicable notification.
10
Open the latest notification PDF for a record
Jump from a compliance record to its most recent notification PDF.
11
Use the public compliance renewal link
Open the tokenised renewal page sent with a compliance notification.
12
Configure and run the Compliance Monitor cron
Use the protected cron endpoint for property/supplier sync, notification processing and GDPR retention execution.
13
Send an AML / KYC notification
Send the approved AML/KYC record through the supported notification workflow.
14
Review the scheduled GDPR retention cycle
Check the retention summary produced by the protected Compliance Monitor cron.
15
Use tenant information pack acknowledgement
Allow the tokenised recipient to acknowledge receipt of the issued information pack.
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